Issue 5 2021

28 Acquisition International - Issue 5 2021 Putting Your Interests First ased in Nassau in the Bahamas, Colina Financial Advisors Ltd, better known as CFAL, is a leading independent investment management and advisory firm that is well established for its proven record of financial stability and integrity in all economic climates. A multi-award-winning company that is nearing twenty-five years of operation, CFAL has become internationally lauded for its customer-centric approach that puts the interests – in particular, the financial interests – of its clients first. As the investment arm of Colina Holdings Ltd, CFAL was founded in 1997 to provide high quality investment and financial advisory services to the investing public, offering support and solutions for clients’ varied needs, which primarily revolve around achieving financial security. B CFAL serves a broad spectrum of institutional clients, ranging from two-person operations to those involving thousands. The firm advises both domestic and international clients on pension administration, brokerage and investment management, in addition to providing services in corporate advisory, mutual funds and financial planning. Regardless of their size, CFAL employs a personalised approach to working with them and their participants, that prioritises building long-lasting, collaborative relationships based on solid foundations of integrity, expertise, and high standards of customer service. The combination of uniquely conscientious customer service and the CFAL team’s expertise that spans more than fifty years of shared experience within international and domestic private banking, investment management, and pension administration has been instrumental in positioning CFAL as a trusted financial partner of the Bahamas and beyond. Indeed, from 2012 to 2015, the firm was named Pension Administration Company of the Year (Bahamas) by Corporate Intl Global Awards. In 2018, CFAL received the Acquisition International Global Excellence Award for Best Investment Management & Advisory Firm of the Caribbean, an honour it has claimed once again in 2021. However, it is perhaps the excess of $1.9 billion in assets that CFAL is entrusted with to manage and handle administration for that pays the greatest tribute to the firm’s reputation as a trusted financial partner to both domestic and international clients. Within the company itself, there is an environment that facilitates a trusting culture of shared responsibility and mutual respect, which enables the development of a strong, highly skilled and motivated team that is dedicated to the accomplishment of CFAL’s goals. This ethos and value-driven work ethic translates into the exceptional customer and advisory services that CFAL has become synonymous with on an international scale. Today, clients continue to put more and more trust in CFAL’s myriad of investment and wealth management systems, with many retail clients recognising the growing importance of savings due to the Covid-19 pandemic. As such, the firm’s Savings Express and Blue Marlin Pension plans have seen rapid growth in interest as individual plans over the last year. Moreover, with markets in a more volatile state than ever, the importance of timely reporting for clients is at an all-time high. Thus, CFAL continues to remain present and active for clients, providing consistent standards of excellence in its services and staying relevant by providing information through advertisements and social media platforms for readers and clients. In doing so, clients are able to have confidence that their assets are well taken care of, even throughout the volatility and unpredictability of a global health crisis, as CFAL continues to put the needs and interests of both its domestic and international clients first. CFAL is a leading, Nassau-based independent investment and advisory firm that is internationally renowned for its client-centric approach to financial and wealth management services. As the company celebrates its most recent success as the Best Investment Management & Advisory Firm 2021 of the Caribbean, we take a closer look at how this client-first model has created a company that is trusted across the globe. Mar21260 Contact: Sophia Thurston Company: CFAL Web Address : www.cfal.com