Roberto Souza

Roberto Toffoli de Souza is an experienced banking professional with a detailed knowledge of the Cayman Islands banking system. With 17 years spent gaining expertise in private banking, fixed income, equities, futures, and structured notes, Roberto has consistently delivered high-value banking solutions. Additionally, he has 6 years of experience in fund of funds and hedge funds.

At FundBank, Roberto oversees the review and approval of custody and trading transactions with a focus on risk mitigation. He is actively involved in the onboarding of FundBank clients, ensuring they receive the highest quality service. In addition to executing trade instructions, Roberto closely monitors portfolio positions, market structures, and risk.

Roberto holds a bachelor’s degree in business administration, which complements his extensive background in managing diverse investment portfolios and optimizing asset allocation to mitigate risks.