Fireside Chat – Portfolio Diversification
Role:Vice President & Head of Wealth & Client Strategy (Sygnus Capital)
As the Head of Wealth, Elizabeth James is charged with the strategic direction and expansion of Sygnus’s Wealth Management Division. She leads an innovative team focused on delivering creative and personalized financial solutions to corporate and individual clients. Known for her motivational leadership style and superb relationship management skills, Elizabeth has a solid reputation as one of the region’s most well-respected investment bankers.
Elizabeth has twelve years of experience providing cutting-edge leadership and strategic direction in Wealth Management services. She possesses an MBA in International Business and is a Certified Financial Planner. Prior to joining Sygnus, Elizabeth held several leadership positions at NCB Capital Markets as a Regional Manager in the areas of Private Wealth, Retail and Corporate Sales. Elizabeth has significant experience in offshore banking and was instrumental in the strategic development of Private Wealth at NCB Capital Markets Cayman. She now plays a key role in Sygnus’s rapid expansion into the Caribbean.
Known for empowering clients through financial literacy, Elizabeth is passionate about helping to structure and create a financial future for her clients and their families. It is one of the hallmarks of her success. Through Sygnus’s commitment to innovation in portfolio management and investment advisory, she expands the horizon of financial possibilities for her clients.