Cugliari joins private wealth team at CIBC FirstCaribbean
From CIBC FirstCaribbean
GEORGE TOWN, Cayman Islands – CIBC FirstCaribbean recently announced the appointment of Fernando F. Cugliari to the post of private wealth investment adviser, effective May 3. Cugliari will work with clients to provide international investment advice within CIBC FirstCaribbean in the Cayman Islands, the Caribbean and Latin America.
Cugliari has amassed a significant amount of experience in the area of private wealth management, having worked with institutional and private clients in Canada, the Caribbean and Latin America for more than 15 years as an international investment adviser with Scotia Private Group in Toronto, Canada and, most recently, with RBC Dominion Securities in the Cayman Islands. He holds a bachelor of laws degree from the University of Windsor as well as a bachelor of arts degree in economics and international business from York University in Toronto. He is licensed lawyer called to the bar in Ontario, Canada, and the Cayman Islands. He also holds the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute.
Cugliari said he was eager to provide his clients with access to a new Investment Advisory Platform. This new management platform uses state of the art financial asset management tools provided by BNY Mellon’s Pershing. It delivers direct access to investment accounts from any Wi-Fi location globally, providing clients with real time portfolio positions and valuations.
“I am extremely excited to launch the private wealth management investment offering on behalf of CIBC First Caribbean International Bank for clients [who] are looking for market leading investment advice,” he said. “I am thrilled at the opportunity to offer clients a committed investment offering to meet their current and future needs.”
Glenn Abell, director, Private Wealth Management, welcomed Cugliari to CIBC FirstCaribbean. “We are pleased to have someone with Fernando‘s experience, education and language skills joining our private wealth management team,” he said. “His knowledge will add new and increased depth to our relationship management team.”