Global money.
Caribbean sense.
Straight answers about your money, from 29 years across five islands.
Investment advisor, former CEO of two Caribbean investment firms, and Director of the Barbados Stock Exchange. I help individuals and institutions understand how the wider world affects their money, and what to do about it.
What people talk to me about
"Will I have enough when I stop working?"
"Is my money working as hard as I am?"
"How do I protect what I've built?"
Retirement can feel far away until it isn't. We look at where you are today and what it takes to get where you want to be.
Savings sitting still lose value over time. We talk about how to put them to work in a way that suits you.
For families and business owners thinking about the next generation.
"How should our reserves be invested?" For insurers, pension schemes and banks across the Caribbean.
If any of these sound familiar, I'm always happy to talk.
About Simona
29 years. 5 islands. 1 world market​
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I've spent 29 years running wealth businesses across Barbados, Jamaica, Cayman, Bermuda and the BVI. Along the way I've been CEO of NCB Capital Markets in Barbados, President and CEO of PROVEN Wealth across five jurisdictions, and a Director of the Barbados Stock Exchange since 2020. Now I sit across the table from individuals and institutions and explain simply how the wider world affects their money, and what to do about it. Travel is part of how I learn. Every city teaches me something about money that I bring back home.
Featured in Beyond Exclamation (cover story), the Jamaica Observer and the Sunday Sun.
![Simona on stage at the [RE]CONNECT Cayman Islands 2025 conference](https://static.wixstatic.com/media/bf355d_bb69e4a5923949debce3971491c6a7a2~mv2.jpg/v1/crop/x_0,y_2,w_1050,h_871/fill/w_235,h_198,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/4-Cayman-stage.jpg)
At a glance
29 years
BDS$100 million
Board Director
in Caribbean financial services, across Barbados, Jamaica, Cayman, Bermuda and the BVI.
Led the largest capital markets deal in Barbados in 2020, a BDS$100 million bond for Barbados Port Inc.
Director of the Barbados Stock Exchange since 2020, and a Paul Harris Fellow of Rotary International.
WHAT THE WORLD TAUGHT ME
Lion's Head, Cape Town
Wherever I go, I bring a piece of Jamaica with me, and I bring a money lesson home. Every trip ends up in Between the Islands.
What each island taught me about money
BARBADOS
BERMUDA
JAMAICA
BVI
CAYMAN
Our dollar is tied to the US dollar. Lesson: keep one eye on Washington, even when your money is at home.
Home. Where I studied finance and learned that "one one cocoa" full basket.
The world's money passes through here. Lesson: know where your money sits and why.
Next door to global reinsurance. Lesson: plan for the storm before the clouds.
After Irma and Maria. Lesson: cash on hand is peace of mind.
Selected work
Barbados Port Inc. (2020)
Government of Barbados bonds (2019–2021)
Acquisition financing (2021)
Led the NCB Capital Markets (Barbados) team that closed the largest capital markets transaction in Barbados in 2020: a BDS$100 million (US$50 million) bond that let the port cut costs and invest in new equipment.
Led the purchase of more than BDS$85 million in Series F bonds, and a further offer for Series B, giving bondholders cash during COVID-19 and helping revive the secondary bond market.
Arranged the bond financing for a regional investment group's purchase of a controlling stake in one of Barbados's best-known manufacturers.