Wealth Planning for Generations

We build legacies with the understanding that keeping wealth is just as, if not more, difficult as creating it. We are your partner in protecting, optimising and passing on assets that will shape your legacy.


We view wealth holistically. We provide a highly personalised, traditional private banking approach, based on building strong relationships with you, your business and your family. The paramount goal of what we do is to prepare for the future and secure your legacy.

What We Offer

Our personal portfolio construction finds the best opportunities for any given personal, family and business requirement.

We believe in tailored portfolios that understanding unique client profiles, liquidity requirements, and investment objectives. Off-the-shelf is not the way here. Rather, holistic advice for the long-term.

  • Global, multi-asset class perspective
  • Holistic advice and guidance
  • Tailored structured products

An equity release is a convenient way to free up capital tied up in luxury real estate.

This is specifically aimed at those who own luxury properties in The Bahamas. It can also be used as part of a relocation strategy to support new homeowners and expatriates. Deltec Bank provides financing of up to 50% of a property’s value. 

  • Access competitive rates
  • Facilitate your move to The Bahamas
  • Redeploy illiquid capital
Wealth planning means to future proof your legacy as best as possible, protect and maintain the value of your assets, optimize any tax obligations now and in the future, and elegantly consolidate all that you cherish for your legacy.
  • International Tax Diagnostic & Optimisation
  • Family Governance, Estate Planning & Succession
  • Asset Protection Strategies
  • Trust, Foundations, Companies & Other Structuring
  • Private Banking Accounts
  • Corporate Banking & Structuring Accounts
  • IP Warehousing & Connected Licensing Matters
  • Insurance Solutions
  • Fund Structuring

Team Highlight


Paul Winder

Global Head of Wealth Planning


Ines Wery

Executive Director; AmCa Private Banking

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Paul Winder

Global Head of Wealth Planning

Paul is a former Chairman of The Bahamas Financial Services Board (BFSB), past Chairman of The Bahamas branch of the Society of Trust and Estate Practitioners (STEP), and a member of the International Tax Planning Association (ITPA).

His career spans more than 30 years in financial services, with emphasis on creating products and services in the international tax treaty and estate planning arena. He is a regular panelist and chair at industry conferences and writes regularly for international media such as the STEP Journal, Trust & Trustees, Offshore Investment and IFC Caribbean Review, and  the Financial Times Law and Tax Asian Edition.

In 2005, Paul was voted Executive of The Year as part of the Industry Excellence Awards hosted by the BFSB.


Ines Wery

Executive Director; AmCa Private Banking

Ines Wery, Executive Director of AmCa Private Banking – Wealth Planning & Structuring, Deltec Bank & Trust Limited Ines has over 35 years of leadership experience within all the areas related to International Wealth Management, servicing UHNW, Individuals, Family Offices Owners, Fund Managers and Asset Managers, with a focus on the Brazilian and International markets.

She began her career at Swiss Bank Corporation followed by UBS/ New York where she was from 1994 to 2004, serving as Managing Director and Country Team Head (Brazil). Ines led all management, marketing, and project development for Team Brazil worldwide, including establishing the onshore business platform in São Paulo and Rio de Janeiro. From 2005 until 2012 she was a Partner and Director of Wealth Management at Crescendo Capital Management — Fort Capital Management, a leading company in the Field of UHNW clients and Private Equity. Her latest position was as Senior Vice President at the Royal Bank of Canada Team Brazil in Miami. Ines graduated from the Universite Catholique de Louvain and Cours Melius – Brussels, Belgium and with a degree in General Trade, Accounting and Political Science.