CIBC FirstCaribbean’s customers in TCI now have more investment opportunities with the launch of CIBC AXIOM Portfolios, a new addition to CIBC FirstCaribbean’s wealth line-up that will further expand the bank’s offering to investors.
Addressing potential investors at The Veranda Resort recently, Country Manager Sherma Hercules said, “CIBC FirstCaribbean International Bank continues to find innovative solutions for its customers, who over the past few months have suggested that we make a number of operational adjustments to our Private Banking and Platinum Services. We are therefore pleased to introduce the CIBC AXIOM Portfolios; a premium investment product which has been doing extremely well since its inception on May 12, 2010.”
CIBC AXIOM Portfolios provide access to t
he accumulated knowledge and expertise of professional managers from around the world. These relationship teams are carefully selected and monitored by the CAMI Investment Management Services due diligence team. With a mix of equity and fixed-income options, the AXIOM Portfolios represent a valuable product that can enhance the investment strategy of any client, no matter their risk tolerance.
Ms. Hercules added, “The effects of inflation on wealth are a significant concern for our investors so the Portfolios were designed to maximise their potential for return, while staying within their risk tolerance level. Our clients can decide to do it themselves – choosing the right asset mix, building their portfolio of mutual funds, reviewing it regularly, and rebalancing it – or they can leave the responsibility to leading investment managers by selecting one of our portfolio solutions.”
Featured speaker Shelly McClean, Executive Director, Strategic Alliances Renaissance Investments, provided a detailed overview of the benefits of AXIOM Portfolios, as well as advice on how to leverage the various portfolio types. Ms. McClean ensured investors that the Portfolios are rebalanced on an ongoing basis to prevent overexposure or underexposure to any one-asset class. She also informed those present that the Portfolios provide a hedge again inflation while ensuring that investors are not sidelined from growth opportunities.
CIBC AXIOM Portfolios from CIBC FirstCaribbean International Bank provide all of the features and benefits of sophisticated portfolio management while simplifying the reporting, management and administration of the client’s portfolio. AXIOM allows the client to enjoy the benefits of diversification by asset class, geographic region, investment style, and market capitalisation.
Persons who are interested in learning more about CIBC AXIOM Portfolios can contact the Wealth Management team at 941-1608.
