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Caymans-Based Caledonian Global Financial Eyes Wealth Expansion In The Caribbean

Eliane Chavagnon

24 November 2014

Caledonian Global Financial Services is looking to become a “dominant player” in the Caribbean wealth management market, aiming to double its staff headcount in the region by 2016. 

The firm recently consolidated its discretionary investment management business under the Caledonian umbrella.

“Working with Caledonian Securities gives us access to the global markets, efficient service and comprehensive reporting,” said Nancy Euvrard, an investment manager at the firm.

Caledonian, led by CEO Kobi Dorenbush, is a privately-held financial services company based in the Cayman Islands. Clients include corporations, financial institutions, alternative investment funds and high net worth individuals.