WE SPEAK YOUR LANGUAGE PRIVATE BANKING AND WEALTH MANAGEMENT
WHEN YOU ENTRUST THE NCB CAYMAN TEAM WITH YOUR BANKING AND INVESTMENTS, YOU ARE ASSURED THAT OUR GOALS WILL BE: 02
OFFER COMPLETE TRANSPARENCY AND ACCOUNTABILITY
BECOME YOUR TRUSTED PRIVATE BANKING ADVISOR
PROVIDE ACCESS TO A RANGE OF PRIVATE AND ALTERNATIVE INVESTMENTS
PRESERVE AND GROW CAPITAL OVER THE LONG TERM
03
WHO WE ARE
GLOBAL LEADERS IN FINANCIAL SERVICES
A premier financial institution offering excellence in offshore private banking and wealth management services to a range of international clients and professional advisors. Established in 1992 with a Class B banking license and investment management license, and regulated by the Cayman Islands Monetary Authority (CIMA), NCB has been operating in the Cayman Islands for more than 25 years and is committed to the jurisdiction, our employees and our clients.
07
NCB Cayman Limited and NCB Capital Markets Cayman Limited are subsidiaries of NCB Financial Group, which is part of Portland Holdings, a multi-billion dollar international conglomerate with a diversified business portfolio and a strong presence in the North American and Caribbean financial services sectors. Operating under the Chairmanship of visionary entrepreneur Michael Lee-Chin, NCB’s affiliation with Portland Holdings strengthens our position as one of the leading privately held financial institutions in the Cayman Islands. Our mission is to provide our top tier clientele with next level holistic private banking and wealth management experience, providing exposure to international assets that will create diversification through our jurisdictional differentiation strategy for High Net Worth clients.
08
SERVING FROM A POSITION OF STRENGTH
OUR SERVICES
PRIVATE BANKING
Our clients choose NCB (Cayman) Limited for an unparalleled commitment to protecting your assets, providing safety and stability, strict confidentiality and the expertise that you would expect from a reputable international finance centre. We operate in a flexible, tax neutral and globally recognised regulatory environment, which engenders clients’ trust and confidence. We benefit from a strong local presence in the Cayman Islands and the backing of one of the region’s largest and most stable banks, producing a personalised and sophisticated private banking experience. Our services include: • Custody accounts in major currencies • Foreign exchange trading • Consolidated account recording • International drafts • Asset-based lending • Credit cards • Drafts – local and offshore • International wire transfers • Term deposits and savings accounts in major currencies (USD, CAD, EUR, GBP, JPY, AUD) • Online banking • Select mortgages for property in Cayman*
*Depending on circumstances and residency
13
A team of CFA charterholders lead our wealth management offering, and we can offer advisors based in the Cayman Islands and Bermuda. Our team takes a unique approach to wealth creation and offers unrivaled access to a full breadth of investments via our Cayman and Bermuda businesses or the wider subsidiary network. • Bonds, Equities and Money Market securities • Alternative investments including hedge funds, 3rd party funds, mutual funds • Discretionary trading - we manage your portfolio • Non-discretionary trading - self directed trading via ITrade • Access to Jamaican IPOs • Access to Portland Group unique private equity funds • Robo-platform
14
WEALTH MANAGEMENT
OUR CULTURE
VISION AND VALUES
Our culture is rooted in a passion for service and a dedication to delivering sophisticated strategic support to preserve and enhance assets. We assess opportunities realistically, propose options wisely and execute plans flawlessly. For convenience and efficiency, we deliver seamless support through a single relationship manager, supported by a team of asset management and banking specialists dedicated to exemplary service and results. Our talented team of professionals bring international experience from the US, Canada, Europe, Latin America and the Caribbean region. Institutions, professionals and affluent clients rely on our team for its industry-leading solutions and exceptional service.
19
OUR SPECIALISM
NCB is accustomed to working alongside professional advisors including law firms, trust companies, corporate service providers, fund administrators and insurance managers across the following international financial services specialisms: • INTERNATIONAL PRIVATE WEALTH • INVESTMENT FUNDS • CAPTIVE INSURANCE AND RE-INSURANCE The team is experienced in meeting the unique needs and requirements of clients working in these specialist areas - and is familiar with the latest regulatory, reporting and industry-specific requirements.
22
OFFSHORE EXPERTISE
OUR CREDENTIALS
TRUST IN NCB
• Leading financial group in the Caribbean operating across commercial banking; wealth asset management and investment banking; private equity investment; major project finance; life insurance, pension fund management and general insurance • NCBFG and its subsidiaries serve markets in 21 countries across the Caribbean • NCBFG has USD 11.49 billion in assets on its balance sheet • A-rated bank (CariCRIS) with “Stable” outlook
27
OUR PROMISE
Whatever your private banking and wealth management needs we invite you to learn more about the strength and stability of a world-class offshore financial institution. We look forward to putting our experience, our tradition of trust and performance and our passion for service to work for you.
30
EXPERIENCE BANKING OF A HIGHER CALIBRE
NCB CAYMAN LIMITED The Pavilion Cricket Square Elgin Avenue P.O. Box 31120 Grand Cayman KY1-1205 ncbcaymaninfo@jncb.com Tel: (345) 949 8002 Fax: (345) 949 4006 www.ncbcaymanlimited.com