Tell us about yourself, your background, and your journey to your current role I started my career nearly two decades ago in asset management, working in Geneva, where I was born and raised, then moved to Singapore to work for the largest External Asset Manager of the country. I then moved to Malaysia before eventually […]
Category: WEALTH
Female Business Leader Spotlight: Marijo Samneh
Tell us about yourself and your career journey I began my professional journey in the fields of Legal, Compliance, and Human Resources. My academic background is rooted in law, which I pursued as my initial field of study. Over the years, I complemented this foundation with several master’s degrees—one in Banking and Finance, another in Management, […]
A Chat with Jishore Abic: Insights on Building a Financial Legacy
Can you share your personal journey and how it influenced your career in finance? Jishore Abic: You know, my story starts in a small village in Kerala—no fancy schools, no big-city advantages. But what I did have was a natural love for numbers. As a boy, I’d watch my father manage our family’s small farm, […]
Wealth Spotlight: Marguerite Bazerli
How did you get started in finance and wealth management? My journey in finance and wealth management began with a personal inspiration—my father, a successful banker and trader. Growing up, I was immersed in financial markets, with chart analysis becoming a shared passion at home. However, I soon realized that another key element was missing: […]
Interview with Anderson Fox: The Billion-Dollar Mind Reshaping Global Finance
Tell us about yourself and your background I’m an investor, dealmaker, and builder at the highest levels of finance. My roots lie deep in private equity, strategic mergers & acquisitions, and global investment banking. I’ve led multi-billion-dollar transactions and orchestrated large-scale enterprise restructurings across industries and continents. But let me be clear—I didn’t inherit a […]
Empowering the Mass Affluent: How AI is Revolutionizing Wealth Management in the Middle East
Introduction: The Rise of the Mass Affluent Investor The Middle East is witnessing a surge in its mass affluent population—individuals with investable assets ranging from $100,000 to $1 million. This diverse group, including professionals, entrepreneurs, and expatriates, seeks to manage their wealth with the sophistication of professional investors. Yet, with their high fees and focus […]
Wealth Spotlight: Sander Laugs
Tell us about yourself and your background. I was born and raised in the Netherlands and began my career in institutional sales in Denmark after completing my Master’s degree. This helped to shape the foundation of my career, where I learnt the importance of trust, adaptability and the nuances of cross-border collaboration – principles that […]
Wealth Spotlight: Sophia Bhatti, Founder & CEO Of Wimbledon Wealth
Tell us about yourself, your background, and your journey to your current role I have had management positions at major financial institutions, including Barclays, HSBC, and Lloyds Private Bank. My years in management at these institutions provided me with invaluable skills in strategic planning, leadership, and financial oversight. These experiences have been instrumental in guiding […]