Joining in 2009 Sharon brings 35 years of investment and private banking experience. Sharon focuses on providing an holistic approach to wealth management working with families to provide not only investment advice but also assisting in the transition of wealth and actively anticipating the clients’ needs. Her clients are increasingly global and need guidance and planning to ensure the investments meet their objectives. Sharon has an MBA from CASS and holds a level 6 CISI Certificate in Private Client Investment Advice & Management.
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.
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.
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.
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.
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.
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.
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.
Sarah joined Plurimi Monaco as a Director in July 2022, with over 30 years of experience in Private Banking and a wealth of local market knowledge. Prior to that Sarah spent over 20 years with Coutts & Co in London and Monaco, before working with Union Bancaire Privee (Monaco) and then EFG (Monaco) as a Senior Private Banker, providing wealth management to International English speaking and British clients in Monaco. Sarah holds an MA in Management from the Metropolitan University, London and CISI Investments (Securities & Financial Derivatives) qualifications. She speaks English and French.
Chandan joined Plurimi in September 2022 with over 11 years of experience in investment banking and wealth management at JP Morgan, HSBC and UBS covering clients in the UK and Middle East market. He is a CFA Charterholder and holds a BA Hons degree in Finance from Richmond University.
John brings over 20+ years of Investment and Private Banking experience focusing on UK High New Worth private clients, UK resident non-domiciled individuals and Family Offices. John has worked within a range of world class financial institutions, including 14 years at Coutts & Co and 10 years at the Royal Bank of Canada in London and Toronto. John holds an MBA from the University of Toronto Rotman School of Management and is also a Chartered Financial Analyst.
Samuel has over 10 years of professional experience in the wealth management industry, spanning across the Middle East and the UK. He joined Plurimi from Tilney Smith & Williamson, where he provided investment management services for clients based in London and the South-East. Prior to that, Sam worked as an independent financial advisor, based in London and Dubai, managing private client assets and setting out financial planning objectives. Sam is a Chartered member of the CISI.
Tom joined Plurimi in August 2022 with over ten years experience at Barclays working with UHNW clients and Family Offices supporting with asset allocation, portfolio construction and investment strategy. He recently completed the Private Markets Programme at Saïd Business School, University of Oxford and is a member of the CISI. Tom provides client coverage in both London and Dubai.
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.
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.
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 HNW clients, before moving to Investec Wealth & Investment to work across both the Private Office and MPS teams, focusing on portfolio management and supporting client relationships. Christopher is a Chartered Member of CISI and holds the level 6 PCIAM qualification. Christopher joined Plurimi in March 2020.
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.
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.
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 9 years 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.
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.
Alexandra joined Plurimi in June 2022 from a London-based single-family office, where she spent last 5 years looking after property investments and private assets. Alexandra graduated from Warwick Business School with a BSc (Hons) degree in Management. She is fluent in English and Russian.
Nicolette joined Plurimi Monaco from a local asset management firm and previously worked at Barclays Wealth Management in Monaco. She holds an MSc in Banking and International Finance from University of Nice Sophia Antipolis. Nicolette speaks English, French, Slovak and conversational Russian.
Allan joined Plurimi Monaco in July 2022 from a Monaco-based MFO, where he spent 4 years managing real estate projects for Middle-Eastern and Eastern European HNWIs. Prior to that, he worked as an assistant for external wealth managers at BNB Paribas Monaco. Allan holds a master’s degree in finance from the University of Nice. He is fluent in French, Russian and English.
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.
Harrison joined Plurimi in March 2022. He Graduated from Cardiff University with a Distinction in his Masters in Business Management.
Eva joined Plurimi Wealth Monaco in January 2023. Before that she worked at Moody’s Investors Service in Lithuania as an Associate in a Corporate Finance team. Eva graduated from the International University of Monaco in 2021 with a Master of Finance specialised in Hedge Funds and Private Equity and also holds a BSc in Finance from the ISM University in Lithuania.