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Wealth Advisory and Client Experience Team

Our Team works closely with you to craft tailored wealth management strategies that meet your unique goals while ensuring a seamless and rewarding experience every step of the way.

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Executive Team

Meet our innovative team, whose expertise and strategic guidance drive your success

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Simona Watkis President and CEO, Region 1
Client Experience and Relationship Team
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Emily Bynoe Client Experience Officer
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Shanika Wright Portfolio Analyst
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Angus Peel Financial Advisor
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Julian Phiri Financial Advisor
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Camilla Rennie Financial Advisor
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Semarki Jackson Financial Planning Sales Representative
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Karabo Manete Financial Planning Sales Representative
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Rodrigo Martinez Compliance Officer

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Simona Watkis

President and CEO, Region 1

Simona is an accomplished and multitalented Executive with domestic and regional experience in sales, business development, operations, P&L responsibility, multichannel product distribution and marketing, involving both start up and growth organizations. She was previously the CEO of NCB Capital Markets (Barbados) Limited where she led the strategic direction with full responsibility for local and regional business expansion and product development. 

During the time she successfully led a team of revenue drivers in wealth management, syndication, and investment banking, along with other business critical functional operations to ensure that all aspects of the company were efficient. At Proven Wealth (Cayman) Limited, Simona will be responsible for regional expansion and fostering development within the market by providing investors with greater investment opportunities particularly through fixed income investments and structured financing. She sits as Director of the Barbados Stock Exchange, where she serves on the Audit & Finance Committee and the Viability Committee. As a member of the Barbados Chamber of Commerce she serves as council member and sits on the Finance Committee.  Simona currently lives in the Cayman Islands and has lived and worked in the Caribbean for over (20) years.  

Emily Bynoe

Client Experience Officer

Emily Bynoe is an accomplished finance professional with extensive work experience within the banking and finance industry in excess of 15 years and is an exceptionally focused, analytical problem-solver with a proven track record of enhancing customer satisfaction and building strong, enduring relationships. As Client Experience Officer at Proven Wealth (Cayman) Ltd., Emily has committed herself to providing tailored client support and portfolio planning services byway of identifying and addressing client needs to ensure that every client has been presented with investment options to suit their resources and investment goals. She is responsible for all client service matters within Cayman, Bermuda and BVI including facilitating marketing initiatives, administrative support as well as the creation and careful curation of client and networking relationships. Using her expertise in the industry and the customer service skills, Emily is well equipped in her role to effectively provide guidance on the investment products and services as well as to ensure a pleasant and excellent client experience with every interaction.

Shanika Wright

Portfolio Analyst

Shanika Wright is a highly analytical finance professional with experience in Credit and Risk Analyses, Investment Portfolio Management, Securities Lending, Liquidity Management and Data analytics. With a proven track record in analyzing financial statements for opportunities, formulating investment strategies and technical knowledge, Shanika, in her role as Portfolio Analyst, will ensure the performance of all managed portfolios exceed the target and are managed in accordance to established guidelines. Shanika is responsible for effectively managing liquidity, building out client portfolios relative to risk appetite, preparing investment proposals and recommendations to all multi-asset portfolios as well as coordinating with financial advisors and the research team to identify investment options and risks. She is extremely detail oriented with strong organizational, analytical and communication skills which compliments her ability to work in a fast paced and challenging environment.

Angus Peel

Financial Advisor

Angus is a reliable and credible professional who has achieved remarkable success in various roles, ranging from relationship management to team leadership in the financial services sector. Prior to joining the team at PROVEN Wealth Cayman, he was a front-line adviser at NFU Mutual, where he provided comprehensive financial advice to clients. His expertise spans pension, investments, trusts and protection advice. Angus joined NFU Mutual in February 2019 and quickly exceeded expectations, earning the Top New Advisor award in the same year he joined.

He has worked as a Financial Advisor for Wesleyan Assurance Society, Private Client Director at Fisher Investments and Private Banking Area Manager at Drummonds Private Bank in London where his charismatic leadership and commitment brought creativity and success, and where he earned another award for exceptional leadership and engagement.

Throughout his career, Angus has excelled in front-line sales, development and management. He possesses strong coaching and mentoring skills, making him adept at motivating and nurturing individuals to achieve their full potential. Angus has expertise in areas such as Annual Allowance, Lifetime Allowance, and Institutional Grade Money Management. Angus' exceptional leadership skills have consistently driven outstanding results, improving performance across entire regions and establishing a strong customer service culture. 

Angus holds several qualifications and certifications, including the CII Diploma, Mortgage accreditation, and the Personal Finance Society/Chartered Insurance Institute Diploma.

Julian Phiri

Financial Advisor

Julian is a performance-motivated Level 3 CISI-qualified Financial Advisor with over 9 years of experience in the financial advisory industry. Prior to joining PROVEN Wealth Cayman, he was a Financial Advisor for deVere Group, one of the world's largest independent financial advisory group.

Throughout his career, he has consistently met and exceeded targets, showcasing his goal-oriented nature and sales expertise. His diverse background encompasses sales, property, business development, account management, marketing, and promotion.  

In his previous role, Julian managed a portfolio of over 150 clients, with assets under management exceeding £4 million, where he provided a range of services, including international structured notes, UK pensions, UK investments, regular saving plans for retirement and university planning, trust planning, and inheritance tax planning.

Julian has also worked in multiple roles across the deVere Group internationally, working in Ghana and Zimbabwe, where he successfully serviced 150 clients across Africa. Achieving consistent sales success, consistently ranking among the top 10 consultants in Africa and playing a key role in expanding the company's portfolio by £5 million in assets under management in 2019.

Julian’s passion is helping clients achieve their financial goals, combined with his extensive experience, this makes him a valuable asset as a Financial Advisor.

Camilla Rennie

Financial Advisor

With over 5 years of experience in sales, portfolio management, and client relationship building, Camilla has established an exceptional track record of success. With a double major Bsc. In International Relations and Public Policy, she was previously a Financial Advisor for Sagicor Life Jamaica Limited, where she provided high-quality investment guidance and assisted clients achieve long-term success.

She has a proven track record of success in managing portfolios and optimising investment opportunities. By staying up to date with market trends and utilising advanced financial tools, she strives to maximise returns and minimise risk for her clients. Whether it's retirement planning, wealth accumulation, or risk management, Camilla provides comprehensive guidance to help clients make informed decisions and navigate complex financial landscapes.

Beyond her professional accomplishments, Camilla is involved in fitness and believes an active lifestyle to be a key corner stone of holistic wellbeing. She also enjoys the literary arts and is a member of the George Town public library.

With a client-centered approach and a passion for empowering individuals and businesses to achieve financial success, Camilla is dedicated to making a positive impact in the lives of her clients as a trusted and reliable Financial Advisor.

Semarki Jackson

Financial Planning Sales Representative

With a Bachelor of Science in Actuarial Science, Semarki Jackson is a skilled and motivated professional. He began his career trading stocks and options, using hedging strategies to counteract market volatility and keeping an eye on market trends to spot patterns.

Semarki analyzes each client’s assets, liabilities, risk tolerance, and other financial information in his capacity as a Financial Advisor. Together, they develop a complete strategy with specialized investment options to help customers achieve their financial objectives.

Karabo Manete

Financial Planning Sales Representative

Karabo Manete has over 7 years of experience within the banking and financial services industry where he applied product and business knowledge to determine his client’s needs and interests. Karabo is passionate about assisting his client’s in achieving financial freedom and is committed to offering client’s financial advisory that is tailored to individual investment goals.

Rodrigo Martinez

Compliance Officer

Julian is a performance-motivated Level 3 CISI-qualified Financial Advisor with over 9 years of experience in the financial advisory industry. Prior to joining PROVEN Wealth Cayman, he was a Financial Advisor for deVere Group, one of the world’s largest independent financial advisory group. 

Throughout his career, he has consistently met and exceeded targets, showcasing his goal-oriented nature and sales expertise. His diverse background encompasses sales, property, business development, account management, marketing, and promotion. 

In his previous role, Julian managed a portfolio of over 150 clients, with assets under management exceeding £4 million, where he provided a range of services, including international structured notes, UK pensions, UK investments, regular saving plans for retirement and university planning, trust planning, and inheritance tax planning. 

Julian has also worked in multiple roles across the deVere Group internationally, working in Ghana and Zimbabwe, where he successfully serviced 150 clients across Africa. Achieving consistent sales success, consistently ranking among the top 10 consultants in Africa and playing a key role in expanding the company’s portfolio by £5 million in assets under management in 2019.

Julian’s passion is helping clients achieve their financial goals, combined with his extensive experience, this makes him a valuable asset as a Financial Advisor.