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Investment Advisor CEO
Investment Advisor CEO
New mentor!
Member since 2025
  • Dubai
About the mentor

Executive Summary

Swiss CWMA-qualified private banker and senior family-office executive with 39+ years’ experience across global private banking, multi-billion-dollar single-family office leadership, and institutional governance. Extensive track record in UHNW relationship management, complex cross-border structuring, multi-asset portfolio oversight, co-investments and M&A, with exposure to major financial centres in the UK, Switzerland, Liechtenstein, USA and UAE.

Former Senior Executive Officer of an ADGM-regulated entity with a clean regulatory and conduct record, and long-standing relationships with prominent Abu Dhabi sovereign institutions, family offices and UHNWIs. As CEO of Figg, built and scaled an AI-driven wealth platform across Switzerland and the UK with hundreds of millions of dollars in Assets Under Platform.

Core Competencies

  • Private Banking & UHNW Wealth Management
  • Single-Family Office Leadership & Governance
  • Multi-Asset Portfolio Management (Public & Private Markets)
  • Cross-Border Corporate & Wealth Structuring
  • Co-Investments, M&A and Special Situations
  • Sovereign & Institutional Relationship Management
  • Governance, Risk & Compliance (ADGM, UAE, UK, Swiss)
  • AI-Enabled Wealth Insight & Digital Transformation
  • Team Leadership, Banker Hiring & Performance Management
  • Board, Investment Committee & Shareholder Advisory
Expertise
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
  • Venture Capital
  • Corporate Strategy
  • Investment Advisor
  • Real Estate
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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