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Portfolio Manager & Investment Advisor
Greg draws upon three decades of diverse experience in the financial services industry to guide ultra-high-net-worth individuals, corporations, and family offices in expanding and preserving their wealth. His expertise includes private banking, trust and fiduciary, wealth management, and investment services. Greg has worked in Guernsey, The Bahamas, Bermuda, and the Cayman Islands, giving him a unique insight into the complex needs of multi-generational families and institutions in these regions.
At Brooks Wealth Management Group, Greg and his team focus on establishing long-term client relationships built on trust, transparency, and integrity. They offer bespoke investment solutions and strategies, specializing in the needs of successful family businesses to make their clients’ lives less complicated, less stressful, and more gratifying.
Greg also leads the team in helping families develop an appropriate succession plan for their private wealth and their business, if needed. This helps ensure your wealth transfers seamlessly, securely, and tax-efficiently to the next generation.
Before joining RBC Dominion Securities in 2013, Greg worked as a Senior Private Banker and Head of the Caribbean for a leading financial services firm. To demonstrate his discretionary investment and portfolio management skills, he has obtained his Chartered Investment Manager (CIM) designation. Greg also holds a Bachelor of Science (Honours) from Oxford Brookes University and a Master of Business Administration from Herriot-Watt University.
Believing that true wealth involves more than finances, Greg is active in the community. His keen interest in rugby and football led to him providing voluntary local coaching for the last decade, and he serves on the Cayman Academy Sports Club board. He has also supported regional charities, including running the New York marathon for the Bermuda Heart Foundation and being a long-term member of the Rotary Club of Grand Cayman Sunrise.
Associate Investment Advisor
Kevin offers a personal and proactive approach to managing your wealth, recognizing that every client is different, with unique goals and aspirations. Through a disciplined investment philosophy and a commitment to always putting clients’ interests first, Kevin creates bespoke investment solutions to make your portfolio work for you.
As a Chartered Financial Analyst (CFA) and a Chartered Accountant (CA), Kevin’s breadth of experience, expertise, and credentials ensure sound advice, expert execution, and peace of mind for clients who want wealth management solutions, no matter how complex.
Kevin has been an Associate Investment Advisor for two years and previously worked as an Investment Analyst at an institutional-sized family office in the Cayman Islands, with a primary focus on U.S. and European equities. In his free time, Kevin enjoys staying active and spending time with family and friends.
Investment Advisor Associate
Backed by more than 10 years of experience in private banking and wealth management, Beatriz is committed to ensuring that clients receive comprehensive support and attention throughout their investment journey. Beatriz plays a pivotal role at the Brooks Wealth Management Group, specializing in client service, operations, marketing, business development, wealth management support, and trading.
Her previous roles include Client Relationship Officer at Scotiabank Cayman Limited and Business Support Officer at National Commercial Bank Cayman Limited. Clients and colleagues alike appreciate Beatriz’s dedication to precision and ethical standards.
Beatriz holds a degree in Business Administration and Management from University College of the Cayman Islands and is passionate about financial education, actively promoting financial literacy in her community. Fluent in Spanish and English, Beatriz has also completed the Canadian Securities Course. Away from work, she enjoys spending quality time with her spouse and three children.
RBC Dominion Securities Global Limited is a member of the Royal Bank of Canada (“RBC”) and is part of the Wealth Management platform. With offices in the Cayman Islands, the Bahamas and Barbados, RBC Dominion Securities Global Limited is a wholly owned subsidiary of RBC Dominion Securities Inc., Canada’s leading full-service investment and wealth management firm. The Royal Bank of Canada has been a prominent member of the Cayman Islands’ financial community since 1964. RBC Dominion Securities Global Limited has been offering full-service investment advisory services to high net-worth and institutional clients with international financial requirements in Grand Cayman for over 50 years. RBC Dominion Securities Global Limited’s trade execution, settlement and custody are handled by RBC Dominion Securities Inc. This relationship with our Canadian parent company ensures that all accounts are managed in accordance with the highest industry standards. As a result, our clients experience all the benefits of a Caribbean-based relationship along with the safety and security derived from having their assets held with Canada’s largest investment dealer.
The Cayman Islands is a leading international financial center, known for its efficient business environment. The financial services industry is the largest contributor to the jurisdiction's GDP, supported by a highly developed infrastructure. The Cayman Islands is committed to maintaining industry best practices and standards, with a history of proactive international engagement on transparency and regulatory matters.
