Your dedicated relationship management team has in excess of 20 years-experience in private wealth from top global investment banks and joined Plurimi with a similar vision - to offer independent investment solutions in an entreprenual and truly client centric environment.
Joining in 2009 Sharon brings 30 years of investment and private banking experience. Having lived and worked in Moscow where she was CEO of Standard Bank Moscow Sharon continues to focus on Russian clients, providing a holistic approach to wealth management. She has an MBA from CASS and speaks some Russian.
Nilesh has had more than 20 years experience, predominantly with the Credit Suisse Group. He specialises in holistic wealth management for International Ultra High Net-worth families, providing financial solutions through a broad range of assets classes. He is well known for navigating the cycle of global businesses and providing solutions for his clients, with a particular focus on multi-generational wealth preservation. He is a Fellow of the Chartered Institute for Securities and Investment , a Member of the advisory board of community and charitable organisations and is a Member of the board of The London Chamber of Commerce and Industry Asian Business Association.
Heba has 24 years of experience in the financial sector having worked with a number of international banks including Chase Manhattan, Barclays, BNP Paribas and Standard Chartered.
Heba holds an MSc in Finance and Investment and an MA in Economics.
Atul joined Plurimi Wealth in 2009 and has more than 18 years of experience in Banking & Wealth Management at Citigroup, Barclays & Plurimi.
He is a CFA Charterholder, MBA and a Mechanical Engineer.
Amit’s clients, who span ultra high net worth individuals to family offices, know him as a wealth manager with a consistently successful track record as well as a trustworthy professional with an entrepreneurial
streak.
An MBA and a telecom engineer, he previously worked with Merrill Lynch and ICICI Bank, in a career spanning two and a half decades.
Prior to joining Plurimi in June 2019, Richard spent 28 years at Morgan Stanley in London where he held senior positions within equity/multi asset class derivatives, fixed income distribution, and private wealth management. Richard is responsible for the creation of Plurimi Structured Solutions, utilising his expertise in all major asset classes to offer innovative solutions to a diverse client base across multiple regions. Richard has a passion for developing both strong and trusted client relationships, and for product innovation.
Martin brings 15 years of top-tier banking and institutional investment management experience, gained primarily at AllianceBernstein, Morgan Stanley and Credit Suisse, where he worked with wealthy individuals,
family offices and private institutions to guide and implement their global investment and financing strategies.
He has lived and worked in UK, France, Germany and China and speaks 6 languages. An alumnus of Durham University and Université de Paris-IV (Sorbonne), he is a member of the Chartered Institute for Securities
and Investment and a CFA Charterholder.
Vivienne has over 28 years of experience in Wealth Management focusing on Ultra High Net Worth clients. She has worked within a range of world class financial institutions, including 18 years at UBS Wealth Management in Hong Kong and London, Credit Suisse, and as the Head of the Greater China & South East Asia desk at Coutts, UK. Prior to joining Plurimi Wealth LLP, Vivienne was most recently the Head of the Greater China Desk at Standard Chartered Bank UK. Vivienne holds an MSc in Investment Management from Cass Business School. She is a Chartered Wealth Manager.
Malak joined Plurimi in March 2019, and has more than 18 years of banking and wealth management experience. Malak previously worked for top Swiss multinational banks such as Julius Baer and Credit Suisse, where she managed a diverse portfolio of investment accounts, provided advice for leading regional companies and high net-worth individuals in the Levant and GCC area and helped in many private placement transactions. Malak holds a postgraduate degree (Diplome d' Etudes Approfondies) in Finance in 2003.
Taimur has more than 12 years of experience in Banking and Wealth Management. He manages a diverse book of clients and various portfolio mandates and joins Plurimi Dubai from Julius Baer where his main focus will be ultra-high net-worth individuals and family offices, in both Europe and GCC. Taimur previously worked for National Bank of Abu Dhabi Private banking, Standard Chartered bank and Barclays Bank and has worked on multiple financing and advisory mandates. Taimur holds a bachelor’s degree in Finance and Banking from University of Houston, Texas.
Ahmed has over 10 years of private banking and wealth management experience. A comprehensive banker advising conventional and shariah compliant Ultra-high-net-worth individuals, institutions and family offices. An expert in shariah compliant credit facilitation, Ahmed joins Plurimi from Julius Baer Dubai where he was a Director covering the MENA region. Previous to Julius Baer Dubai, Ahmed worked with Emirates NBD after it acquired BNP Egypt, where he was responsible for developing the Egyptian market in Dubai, London and Singapore out of the Head office in Dubai.
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Toby works with High Net Worth Individuals and Family Offices. He has a wealth of experience in providing professional Investment, Asset Allocation and Structuring advice to his clients. Toby Joined Plurimi from Credit Suisse having started his career with Merrill Lynch in 1987.
Edward joined Plurimi in 2016 with over 10 years’ experience at Barclays and Credit Suisse providing Investment, Asset Allocation and Structuring advice to High Net Worth and Family Office clients. He
speaks fluent English, French and Spanish, holds the Level 6 PCIAM and is a chartered member of the CISI.
Edward earned a golf Blue and BA from Oxford University furthered by post graduate qualifications at BPP Law School.
Sunil joined Plurimi Wealth in 2016 and has more than 18 years of experience in Banking & Wealth Management at Julius Baer, Bank of America, Merrill Lynch and ICICI.
Sunil advises High-net-worth individuals ranging from professionals to business owners. Sunil is client focused and believes that it is important to fully understand the client’s preference and
goals whilst ensuring that they are kept up to date with changing financial conditions that could impact them. He holds a MBA and a B. Tech degree.
Edward joined Plurimi in 2018, with over 10 years’ experience at Bank Leumi and Morgan Stanley providing clients with Investment, Asset Allocation and Lending advice. Prior to this he worked in Syndicated
Debt at Bank of America.
He holds the Level 6 PCIAM and is a chartered member of the CISI.
Holding three post graduate degrees in Finance and Arts, Ekaterina joined Plurimi in May 2015 having previously worked for Goldman Sachs and Christie’s. Her varied background and skills are well suited to Plurimi’s wide offering.
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After graduating from Loughborough University with a degree in Economics and Politics, Mike joined Plurimi in 2011. Mike covers Ultra High Net Worth clients based in the UK, Middle East & Russia specialising in Structured Products.
Nigina joined Plurimi in 2017, having previously worked for her family’s business as well as interned at a spectrum of diversified industries ranging from real estate investment in the UK to banking and investment in the oil & gas sector in South-Central Asia. Nigina holds a BA (Hons) degree in International Business, which included a study period abroad in Germany. She speaks Russian, English and German.
Conor joined Plurimi in 2019 from Standard Chartered Private Bank where he worked as an Investment Advisor for UHNW clients predominantly from Emerging Markets. He graduated from Exeter University with a degree in Economics and Politics and is a CFA Charterholder.
Nasser Sabbagh has been with Plurimi since October 2017, working with Ultra High Net Worth clients from a multitude of backgrounds and objectives. Prior to this, he graduated from University College London with an MEng in Mechanical Engineering, developing an analytical mindset perfectly suited to the wealth management industry. Nasser is bilingual in English and Arabic and is a member of the Chartered Institute for Securities and Investments and holds a Level 4 Diploma in Investment Advice.
Daley joined Plurimi in April 2019 after spending 10 months in the Offshore Private Banking team at Société Générale. He currently covers Ultra High Net Worth clients based in the UK and Africa. Prior to this, he obtained a BSc (Hons) Business Management undergrad and an Advanced Educational Diploma in Biomedical Science from Brunel University. He is a Chartered member of CISI as he holds the level 6 PCIAM qualification.
Manoj joined Plurimi in April 2019 and has 20 years experience of Financial Operations having started his career in Private Client Services at Credit Suisse Group in 1999, followed by Lehman Brothers Private Client Services, then Blackrock Asset Management supporting the Equity Trading & Portfolio Management Teams. Prior to Plurimi, Manoj worked at Barclays Capital within the Equity Trading/Research teams. Manoj is an Associate member of the CISI and an Affiliate member of the International Compliance Association.
Shweta joined Plurimi Dubai in June 2020 and has over 9years experience of financial operations in the banking and insurance industry. She started her banking career with Citibank NRI division handling the complaints desk for their HNW Gold clients. She moved to the Insurance industry working with Zurich Life Insurance acting as their Global Point of Contact supporting the sales teams in UAE, Qatar, Bahrain, Singapore, Isle of Man and Hongkong and then as a Complaints Officer for the UAE office.
Christopher graduated from The University of Sheffield, with a BA (Hons) in Philosophy. Following this, Christopher completed a graduate program with a Financial Planning firm covering High-Net worth clients, before spending over a year at Investec Wealth & Investment in both the Private Office and MPS teams, working on both portfolio management and supporting client relationships. Christopher joined Plurimi in March 2020.
James is from Brisbane, Australia. His most recent position in Australia was as an adviser to wealthy families for Lugarno Partners Wealth Management for 5 years. James provided advice on client portfolios as
well as sitting on the investment committee for several UHNW Australian families.
He graduated from the Queensland University of Technology with a Bachelor of Business majoring in Finance and Economics.
Isabel joined Plurimi in May 2021, having worked in the wealth and investment management industry in London, Malta and Cape Town. Isabel holds a BSc degree in Economics and Level 6 PCIAM through CISI.
Lily joined Plurimi in February 2020 straight out of University. She attended Corpus Christi College at the University of Cambridge and graduated with a BA (Hons) degree in Psychological and Behavioural Sciences.
Thomas joined Plurimi in March 2020. He graduated from Loughborough University with a BEng in Aeronautical Engineering. He spent a year with Barclays Private Bank, where he primarily worked in Project Delivery, while also helping to support a Greek client book.
Nathan has been servicing Ultra High Net Worth clients from multi-national backgrounds in Hong Kong and in London. Nathan graduated in the UK with a BA (Hons) degree in Finance & Business management. He is fluent in English, Mandarin & Cantonese.
Maxi joined Plurimi in 2020, having gained diverse experience in London and New York that ranges from private equity debt origination to growing a proptech startup. Maxi graduated from the University of Nottingham, with a BA (Hons) in Finance, speaking English, French & conversational Italian.
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