NCB Capital Markets (Cayman) Limited has announced the appointment of Alessandro Sax as a Portfolio Manager in the Cayman Islands, giving a boost to the company’s offshore wealth management offering.
Alessandro joins NCB with over 12 years’ experience in wealth management, gained in Canada and the Cayman Islands, working for top-tier international and Canadian asset managers. He is a CFA charter holder – the gold standard in international investment designations.
Alessandro has spent the last 3 years based in the Cayman Islands working for a Canadian banking institution, where he specialised in discretionary portfolio management and wealth creation for private clients, cash management for large companies, and advising institutional clients on tactical asset allocation.
Phillip Harrison, Managing Director of NCB in Cayman, said : “Alessandro is a highly experienced CFA who has an excellent track-record working with private clients and families to help them create and preserve wealth.
“He is also accustomed to working alongside lawyers and trustees to ensure their clients’ wealth, is preserved over the long-term by only investing in the highest quality global investments. We are delighted to bring someone of Alessandro’s calibre to the team and look forward to introducing him to private clients, their families and fellow professionals over the coming months.”
Alessandro added: “The opportunity to join a dynamic, entrepreneurial institution like NCB was too good to pass up. I am looking forward to bringing our chairman, Michael Lee Chin’s, approach to wealth creation to Cayman. He and I both believe that wealth should be invested in a manner that is aligned with the principles followed by successful wealth creators themselves. When clients come to NCB, they’ll have the unique opportunity to be investing right alongside Michael. We focus on capital preservation over the long term, owning high-quality businesses bought at attractive valuations, while providing complete transparency to our clients.”
Alessandro is an active member of the Cayman Islands CFA Society and a regular speaker at finance and investment-related events internationally as well as in the Cayman Islands.