Ramzy is the Founder, Executive Chairman and Chairman of the Board of Plurimi. Responsible for the Strategy and direction of the Plurimi Group. Prior to founding Plurimi in 2007, Ramzy was Managing Director and head of the Middle East region at Credit Suisse (UK) Ltd. Ramzy started his banking career in 1988, holds a Bachelor of Arts degree in Finance and sits on the Board of Advisors of Georgetown University’s Georgetown College.
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.
Prior to joining Plurimi as a Chief Executive Officer, Fahad was an Executive Director at Morgan Stanley Wealth Management, heading a team of private clients and small to mid-sized institutions across the Nordic and Baltic markets.
Fahad holds a Masters of Business Studies from the University College Dublin Michael Smurfit Graduate Business School and a BSc Hons from the Royal Agricultural College, Cirencester.
Fabrizio was a Partner and a Member of the Investment Committee at AnaCap Financial Partners between 2010 and April 2017. Prior to joining AnaCap, Fabrizio was a Managing Director in the Financial Institutions Group of Lazard & Co in London and Lehman Brothers in London, between 1995 and 2010, where he advised on numerous transactions across banking, insurance and specialty finance. Fabrizio holds an M.B.A from Simon School, University of Rochester, where he was a Fullbright Scholar.
Michael began his career at The Bank of England’s economic intelligence department before joining Guinness Peat Group, working to restructure and turn the group around, eventually becoming chief executive. Michael left to head Credit Lyonnais Laing & Cruickshank and Laing & Cruickshank Investment Management and oversaw the sale of the private client business to UBS, becoming chief executive of UBS Wealth Management. In 2006 he founded Cheviot Asset Management overseeing its eventual merger to form Quilter Cheviot in 2012. Michael has made headlines for the fact that his staff tend to follow him in great numbers when he leaves a particular firm for a new venture. Vermeer Partners launched in 2018.
Previously CEO of Fossar Markets, an Icelandic financial advisory firm. Formerly COO of Rogge Global Partners, a large institutional fixed income asset manager. As CEO of Tokio Marine Rogge Asset Management, he established the joint venture offering global fixed income solutions to Japanese institutional investors. David holds an LL.M in International Business Law from Liverpool University, is a CFA member and a chartered fellow of the CISI. David sits on a number of industry boards including the CFA disciplinary committee. Outside of work, David is a Founder and Trustee of the Khao Lak Redevelopment Fund and undertakes a number of voluntary roles focussed on offering careers advice to under-privileged teenagers.
Prior to joining Plurimi as Group Head of Risk and Compliance, Jonathan was a Managing Director and Head of Business Risk at Barclays Wealth and Investment Management. Jonathan started his financial career at Morgan Stanley where he became a Managing Director in 2006 and was responsible for Branch Management across EMEA for Private Wealth Management. He holds a Masters of Engineering from Aston University.
Christian has been providing investment advisory services to clients since 1997. Previously, working for Credit Suisse Private Client Services and Merrill Lynch International Bank Ltd. As part of the senior management team and Group Head of Business Solutions Christian is responsible for maintaining and developing the Plurimi platform which includes building on our strong relationships between our custodian banks and investment banks along with finding solutions that enhance Plurimi’s offering. Christian holds a Bachelor of Science in Business Administration from the University of South Carolina.
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 joined 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.
With over 20 years of experience in Private Banking and Wealth Management, Oxana joined Plurimi in January 2020. Prior, Oxana was Head of Eastern Europe at Kleinwort Hambros Bank (part of Societe Generale Group) in the UK and Segment Co-ordinator for Russia & CIS at Societe Generale globally. Previously, with Coutts & Co in London for 7 years as Wealth Manager, she provided holistic investment advice to UHNW clients and helped to build and develop Eastern European business at Coutts. Oxana holds a BS (Hons) in Economics, Master in Finance degree from Rotterdam School of Management (Netherlands) and is a Member of CISI (UK).
Greg started his career at Merrill Lynch in 2000, advising private clients, family offices and institutions. He also worked at Bear Stearns and RBC before joining Plurimi in 2014. He graduated from the University of Durham.