Behind every successful investment is a team of passionate professionals committed to your success. Our management and client advisory team combine industry expertise with personalized service to help you navigate your financial journey confidently.
Fernando is a qualified attorney who was called to the Legal Bar in Canada and the Cayman Islands. He was a founder and managing partner of two private legal practices in Canada from 2002 to 2008. He is a qualified non-practicing lawyer in Canada and the Cayman Islands. He has earned the Chartered Investment Manager designation.
In 2008, Fernando embarked on a significant career shift, harnessing his legal expertise to transition into Wealth Management. He then served as an international investment advisor for Scotia Wealth Management in Canada, the RBC Royal Bank of Canada, and CIBC when he relocated to Grand Cayman, showcasing his adaptability and global perspective.
Fernando’s business has been dedicated to serving high and ultra-high-net-worth individuals, institutions, and sovereign clients across North America, the Caribbean, Latin America, and Europe. His proficiency in English, Portuguese, and Spanish has been instrumental in his managing clients globally.
Joseph is the founding member of Romano Law Firm in Toronto, Ontario, Canada. He has dedicated his law career to helping victims of severe personal injury and motor vehicle accidents. His client-first approach to the practice of law and advising his clients on the fearless pursuit of maximum monetary recovery for his clients.
He has routinely interfaced with Trust companies and structured settlement companies and established court-approved settlement structures for his vulnerable accident victim clients and their family members. His clients value his hard work ethic based on loyalty, trust, and honesty.
Joseph, an Osgoode Hall Law School graduate, has appeared at all levels of court with success in Ontario. He is an active member of the Law Society of Ontario and has been admitted to practice law in the Cayman Islands. He is proficient in English and Italian.
Guilherme Diegues has built a distinguished career in global treasury management, developing expertise in financial planning, investment strategies, risk assessment, and regulatory compliance across various industries and international markets. This work requires seamless collaboration across diverse teams and cultures. He has been involved in managing over US$45 billion in treasury and investment portfolios.
Having achieved an MBA in Healthcare Management in his native Brazil, he has managed treasury and investment portfolios for multinational companies and investment funds. His extensive experience advising clients globally is complemented by his financial acumen and fluency in Portuguese, English, Spanish, and German.
Daniel is a dynamic and strategic investment management leader with extensive experience in private wealth management, business development, relationship management, compliance, and risk management. He is an accomplished investment professional with a Bachelor of Business Administration degree, a Master of Science in Investment Management degree, and a Chartered Financial Analyst designation.
He has a proven track record of driving results and service excellence in competitive market environments. He is adept at defining and executing long-term visions, managing high-net-worth and institutional client portfolios, and ensuring regulatory compliance.
Daniel is committed to leveraging analytical skills and innovative strategies to enhance investment outcomes. He has managed extensive client portfolios while working for leading financial institutions.
Daniel Salazar is an accomplished economist, professor, investment banker, and trusted advisor to individuals and companies throughout Latin America. A native of Colombia, he began his career over forty years ago. He oversaw liquidations, mergers, and acquisitions as a senior analyst at the Central Bank of Colombia for over a decade.
Daniel subsequently held various roles with the Colombian government at the United Nations and their global embassies. He continued his career as a financial structurer and investment banker in the energy, infrastructure, mining, and oil and gas sectors.
Daniel has also represented multiple global companies in the insurance, wealth management, and fintech industries. His financial acumen has allowed him to span numerous industries, including the family construction and management of multiple commercial real estate buildings and shopping centers throughout Colombia.
Daniel will be counted on for the local growth and servicing of Legacy Wealth Management and its Latin American clients.
Faziah Khan is a seasoned and respected financial professional, having represented Scotiabank in Trinidad for over thirty-five years as a banker, branch manager, and center director for their Private Client, trust services, and investment business.
Faziah has holistically advised high-net-worth individuals, corporations, and institutions throughout Trinidad and the Caribbean. She has been a trusted advisor to them individually, their boards, and their management teams. She has been instrumental in advising on their local banking, international expansions, succession planning, and international investments.
Faziah will be responsible for the local growth and servicing of Legacy Wealth Management and its Caribbean clients.