WealthBriefing GCC Region Summit, November 2014

About


Agenda

08:15 – 09:00 Registration and Breakfast
09:00 – 10:00 Panel Session: Passing Down The Wealth: Corporate Governance And Succession
10:05 – 11:05 Panel Session: Balancing Core And Satellite Strategies In A Wealth Management Portfolio
11:05 – 11:35 Morning Break
11:35 – 12:35 Panel Session: Technology Solutions In GCC Financial Services: What Are The Opportunities And Challenges?
12:35 – 13:30 Networking

Logistics

Date and Time

Date: Wednesday 19th November • 2014
Time: 8:00 am – 2:00 pm

Venue

Mina A'Salam Hotel, Dubai

Address: Al Sufouh Rd, Jumeriha 6, Dubai, United Arab Emirates

Telephone: +971 4 366 8888


Speakers

Iheshan Faasee

Client Portfolio Manager, EMEA

Russell Investments

Based in London, Iheshan Faasee’s responsibilities include working across multiple asset classes to generate and deliver Russell's investment propositions to the EMEA client base. Iheshan assumed this role in 2009.

In 2000, Iheshan joined Russell’s investment division, holding several portfolio management and research analyst roles. Here his research included ongoing due diligence of the team’s high conviction manager products, in addition to the review of Russell opinions and provided manager recommendations to Russell’s consulting clients and multi-manager funds.

Prior to joining the investment division, Iheshan was a consulting analyst, with responsibility to provide client service for Russell’s strategic advice to institutional clients. By working with consultants, Iheshan supported investment strategy implementation, asset allocation and recommendation for asset class structure for clients.

Prior to joining Russell, Iheshan was a credit analyst with US Bank’s corporate banking division in Washington, US, from 1994 to 1996.

Khurram Jafree

Managing Director, Head of Products and Services, MENA

BNP Paribas Wealth Management, MENA

Khurram Jafree is managing director, head of products and services for Middle East & Africa at BNP Paribas Wealth Management, based in Dubai. Prior to joining BNP Paribas Wealth Management, he was director and head of investment advisory, Middle East for Barclays Wealth in Dubai and before that he was chair of the investment committee, investment director at Gerrard Investment Management, Barclays Wealth in London responsible for all discretionary portfolio management activity.

Before Barclays Wealth, he specialised in advising Middle Eastern sovereign and institutional clients on their US equity investments at Legg Mason, and at Oppenheimer & Co in London before that. He started his career in New York as a financial futures and commodities specialist. Khurram is a senior visiting fellow in the faculty of finance at Cass Business School, City University in London where he lectures on the MBA program.

Martin Engdal

Market Strategist & Director of Business Development, EMEA

Advent

Martin Engdal is market strategist and director of business development, EMEA, Advent Software. Martin has been with Advent for 10 years and has worked in several senior sales and business development roles supporting the extensive business growth of Advent in the EMEA region. Martin has responsibility for business development, positioning of Advent’s solutions and strategic alliance partners within the wealth and asset management industry. Prior to joining Advent, Martin worked as head of client relationships and portfolio manager at Danske Bank, Alfred Berg Asset Management and Nykredit Asset Management and served as director of pre-sales at SimCorp.

Naomi Rive

Chief Trust Officer

Coutts

Naomi Rive is the chief trust officer of Coutts & Co Trustees (Jersey). A lawyer by training, Naomi was called to the English Bar in 1999 and re-qualified as a Jersey advocate in 2003. Before joining Coutts in 2014, Naomi was a partner and head of the Jersey private client and trusts team at international offshore law firm, Appleby.

During her time in private practice Naomi provided wealth structuring advice to high net worth individuals, international private banks and trust companies. At Coutts, Naomi has oversight of all matters relating to fiduciary risk within the trusts business. She works closely with clients and their independent legal, tax and investment advisors to ensure the establishment and implementation of robust and sustainable wealth planning structures. Naomi is vice-chair to the Society of Trust and Estate Practitioners (STEP) in Jersey.

Sabila Din

Chief Executive & Founder

Din Consultants

As CEO and founder of Din Consultants, Sabila Din offers a wealth of global experience in business management and marketing to the wealth management sector. She has advised a number of leading banks on growth, assisted six institutional start-ups and transformed leading brands across EMEA and Asia. The female economy is also a key aspect of Sabila’s work. Here she advises financial institutions on the development of diversity programmes and client propositions. Before establishing Din Consultants, Sabila worked as commercial director of ABN AMRO, Retail Bank, Asia and managed marketing agencies in the UK and Hong Kong.

Vic Malik

Director and Regional Head of Global Investments and Solutions

Barclays

Vic Malik is a director and regional head of global investments and solutions team within Barclays Wealth and Investment Management. He is responsible for delivering the the firm's investment, banking and debt solutions to clients in the MENA region. Vic has been with Barclays for eight years, working in its Dubai and London offices. Prior to that, Vic worked at HSBC in Canada and the US.

Yann Mrazek

Managing Partner

M / Advocates of Law

Yann is the managing partner of M/HQ, a Dubai based multi-services platform primarily providing for the needs of successful individuals and wealthy international families. He chiefly focuses on private wealth, tax and immigration practice and is regularly solicited as a speaker on these themes. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure on implementing inter-generational wealth transfer strategies and structuring their operational assets and global wealth. He notably advises on mitigating exposure to mandatory local ownership rules in Middle East corporate vehicles and complying with Shariah succession principles. Yann is the Chair of STEP Arabia.


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