BiscayneCapital Launches Wealth Management Office in the Bahamas, Hires Stephen Coakley Wells to Head Operations
Nassau - Bahamas June 5, 2014 -- BiscayneCapital, one of the fastest growing private banking firms in Latin America and the Caribbean, has opened an office in Nassau and has named financial services veteran Stephen Coakley Wells as managing director of its Bahamas operations.
As well as delivering investment management and advisory services for individual investors, the Bahamas office will offer a variety of services for international businesses, including incorporation, registered office, agent and administration services, in addition to corporate officer and director nominee services.
Based in Montevideo, Uruguay, BiscayneCapital was founded in 2005 and established its Zurich office in 2012. The firm currently has over $1 billion of assets under management and a team of 41 financial advisors worldwide.
Mr. Coakley Wells, a citizen of the Bahamas, has been in the financial services industry since 1995. Before he joined BiscayneCapital, he was an International Financial Advisor at Merrill Lynch, providing financial solutions for high and ultra-high net worth clients in Latin America and the Caribbean region.
“Stephen brings a wealth of experience and great new dimension to our team,” said Roberto Cortes, co-founder and Director of BiscayneCapital. “His commitment to a personalized and strategic approach to help clients make informed decisions about managing, conserving and enhancing their wealth makes him a perfect fit at BiscayneCapital.”
Prior to joining Merrill Lynch, Mr. Coakley Wells was a senior wealth advisor for Latin America and the Caribbean at a global top tier financial institution based in Switzerland. His experience is complemented by a comprehensive knowledge of Latin American tax and legal regulations.
Mr. Coakley Wells has earned advanced degrees in Law and Latin American and Caribbean Studies, concentrating on Economic Law. He speaks English and Portuguese fluently and is conversant in Spanish and French. He is also a proud alumnus of the United World Colleges movement.
BiscayneCapital™ is a boutique wealth management firm and one of the preeminent providers of private banking services to high-net-worth individuals and families in Latin America and the Caribbean. Founded in 2005 and headquartered in Montevideo, Uruguay, with offices in Zurich, Switzerland, and Nassau, Bahamas, Biscayne Capital offers its clients a unique business model that delivers flexibility, diversity, convenience and transparency. Biscayne Capital’s highly experienced wealth management professionals offer a global array of products through an open architecture platform that uses state-of-the art technology. As independent advisors, we have no other interests than those of our clients.
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