WealthBriefing GCC Region Awards 2018

Mannan Adenwalla

Managing Director

LGT Bank (Middle East)

With more than 31 years’ banking experience in the UAE, Mannan Adenwalla assumed the role of managing director of private banking and asset management group, LGT (Middle East) in 2012. Mannan had previously been managing director of Clariden Leu Asset Management, Dubai which he set up and then led for six years.

Before this he worked for ABN AMRO Bank, where he managed his clients and a team of relationship managers for nearly ten years. Having begun his career in the banking industry in 1984, Mannan’s responsibilities at LGT include developing the business across non-resident Indian and subcontinent markets.

Oliver Ansingh

CEO

Index & Cie

Oliver Ansingh is the CEO of Index & Cie, a DIFC based wealth management firm endorsed to hold and control client assets, opening client accounts directly with the firm, and providing a full range of private banking products and services thereafter.

He has over 16 years of financial services experience in both investment banking and private banking roles and has spent the last 13 years in Dubai working for leading onshore and offshore private banks, including Credit Suisse, Julius Baer and Emirates NBD.

Alain Baron

Limited Partner - Head of MENA

Mirabaud & Cie SA

Alain Baron is an experienced investment professional, who has worked in the wealth management practice in the MENA Region for over 15 years building long-term investment objectives to maintain and grow investors wealth. He joined Mirabaud Bank in 2012 and is currently serving as managing director, head of MENA markets. Since then he has aligned interests between family businesses through creating a mutual investment philosophy. As a non-executive director, Alain Baron is a member of the board of directors for Proton Partners International specialising in the development of the largest global network of proton beam therapy cancer centres across UK and the international market

Patrick Crowley

Director

Deutsche Bank Wealth Management

Patrick joined Deutsche Bank Wealth Management Dubai in 2019 as a director, from his previous position as senior vice president at DBS Private Banking Dubai. In his new role Patrick aims to exploit his reputation as a trusted advisor with entrepreneurial families to help drive the bank’s growth in the ultra-high net worth NRI private client segments, principally in the ME and Africa. Patrick’s 20-plus years’ experience in the sector began at Allied Irish Banks where he rose through the ranks to head up its deposit-taking unit in Jersey. His subsequently moved to BNP Paribas, then Bank of Nova Scotia before joining ABN AMRO Jersey where he rose to become head of private banking and later its country head. He moved to Dubai to join Lombard Odier in 2012.

Fady Eid

Managing Director, Market Leader, GCC & Chairman-General Manager, Lebanon

Credit Suisse

Fady Eid has been market leader Levant for Private Banking Middle East at Credit Suisse since April 2011, serving as chairman Credit Suisse office in Beirut, Lebanon and as general manager of the Credit Suisse office in Beirut Lebanon. Prior to joining Credit Suisse, Fady was first vice president investments at Merrill Lynch which he joined in 1990.

Sebastian Graewert

Senior Investment Advisor

CA Indosuez (Switzerland)

Sebastian is a senior executive with an international private and investment banking career in a variety of leadership roles. He spent 14 years with Credit Suisse in London, Zurich and Dubai where he focused on investment banking services for UHNW and family office private banking clients. Sebastian also worked for UBS Wealth Management in Dubai where he was head of the firm’s representative office before moving to Asia as head of the MENA region based in Singapore. Sebastian also worked for CA Indosuez heading their Dubai office. Sebastian is currently a senior investment advisor at Equalis Capital Limited, a proprietary investment firm registered in the DIFC.

Manoj Kapur

Managing Director

Bank J Safra Sarasin Asset Management (Middle East)

As managing director at Bank J Safra Sarasin (Asset Management) Dubai, Manoj Kapur is responsible for leading a team of private bankers, a role he assumed in March 2010. He has over 30 years of banking experience in the sector in management, private banking and corporate banking. Manoj joined the bank from Lloyds International Private Banking where he was head of private banking for nearly four years. He was a senior manger at HSBC Private Bank in Dubai prior to that.

Martin Liebi

Deputy CEO, Head of Private Banking

Edmond de Rothschild Group

Martin Liebi has vast senior management experience in the banking and financial sectors with Swiss and international clients in all parts of Switzerland. Prior to his present role he was a member of the executive committee and head of private banking at Notenstein La Roche Privatebank. Here he successfully managed various growth projects related to private clients whilst strengthening its offices in Switzerland. Before that role he was for seven years a member of the executive committee, head of the Zurich office and head of private banking at Schroders Switzerland, where he was in charge of the entire Swiss and international private client base. Martin has also worked with Lloyds TSB Bank in Geneva, and with Credit Suisse in Lugano.

Venkat Mahadevan

Managing Director & Head of Retail Banking

Citi

Venkat Mahadevan is based in Dubai and heads the retail bank for Citi in the Middle East, which focuses on wealth management services for affluent and high net worth clients as its primary proposition. He has about 28 years of experience in banking and in Citi, having spent most of his career in various roles in consumer banking and in wealth management. Venkat also has extensive experience in the various aspects of off-shore wealth management. He worked with Citi in India, USA and Singapore prior to moving to the UAE.

Ludovic Pernot

Head of Private Banking, Middle East

Liectensteinische Landesbank

Prior to joining Liechtensteinische Landesbank as head of private banking ME in 2017, Ludovic was head of MENA at Falcon Bank since 2014. Ludovic launched his career in banking at Credit Suisse in 1989 where he stayed for 17 years. Over this time he rose through various senior appointments eventually to become head of Far East private banking for CS Geneva. In 2006 he moved to create the Geneva Booking Center FE/ME at Julius, becoming executive director of its Middle East ISC operation in 2008. In 2011 Ludovic was appointed CEO of Mirabaud Private Bank (Middle East), a role he grew until his appointment at Falcon Private Bank.

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer, JDX Consulting and Ten Group.

Daniel Williams

Investment Director

Arbuthnot Latham

Daniel Williams is investment director for the British private bank Arbuthnot Latham and is head of investments for the bank’s Dubai office in the DIFC. Daniel joined Arbuthnot Latham in 2011 from a boutique investment house in London and has over 12 years’ experience working with International Investors. Having travelled in to the region since the opening of Arbuthnot’s office in 2013 he moved to the UAE in 2015 in order to provide full time support to clients in the region. Daniel is responsible for the investment outlook for HNW, UHNW, family office and trusts in the GCC and sits on the global investment committee for the bank.