The Team

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.

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.

With a career spanning two decades, Amit brings a wealth of experience in Investment and Private Banking. Amit joined Plurimi in 2023 after working for 10 years in the DIFC and in Switzerland with the Bank Julius Baer Group. He was formerly a Chartered Wealth Management Advisor under the Swiss Association for Quality and has held positions at ABN Amro Bank and Royal Bank of Scotland.

Amit’s background is in servicing sovereign wealth funds, large corporates and institutions, where his strong relationships stand as testament to his deep understanding of their intricate financial requirements. Amit also offers holistic wealth management for ultra-high-net-worth family offices, assisting with their complex, often multi-generational banking arrangements.

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.

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.

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 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.

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.

Umut joined Plurimi in Dec 2023, with over 19 years of private banking and wealth management experience in reputable financial hubs like Istanbul, Dubai, Geneva and London. During his career, Umut worked for number of leading financial institutions as a senior private banker covering mainly the Turkish Ultra High Net Worth segment, lately at Credit Suisse London.

Rashid joined Plurimi in 2021 from Coutts & Co, where he spent 27 years as a senior portfolio manager. He manages Discretionary and Advisory portfolios for a small number of UHNW Clients, Trust and Pension mandates for UK and Offshore based clients. Rashid is a member of the CFA society.

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.

Ekaterina joined Plurimi’s institutional team in 2015 with a specific focus on manager selection in listed equities and alternatives. With two MSc in Finance and Accounting and Finance and Econometrics from LSE, she brings a wealth of theoretical knowledge and experience that spans across financial services. Having started her career in investment banking at Goldman Sachs in 2008, Ekaterina came to Plurimi from Bloomberg where she led a team of fixed income and derivates specialists.

Coming Soon.

After graduating from Loughborough University with a degree in Economics and Politics, Mike joined Plurimi in 2011. Mike has over 10 years of experience dealing with some of the firms’ largest clients across the UK, Europe and Middle East – providing financial solutions across a broad range of assets classes. He also specialises in multi asset class derivatives and structured products, and is a key member of the Plurimi Structured Solutions team.

Nigina joined Plurimi in 2017, having previously worked for her family’s business as well as interning across a range of industries; from real estate investment in the UK to banking and investment in the oil & gas sector in South-Central Asia. Nigina adopts a holistic approach to wealth management, as she looks to simplify the increasingly complicated nature of UHNW finance. Nigina seeks to anticipate the needs of her clients, whilst providing a personal approach. She holds a BA (Hons) degree in International Business, which included a study period abroad in Germany and speaks Russian, English and some German.

Nigina is a Chartered Member of CISI.

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.

Hiran joined Plurimi in May 2023 with over 9 years of experience providing Private Banking and Multi Family Office services to a diverse set of High-Net-Worth individuals and Family Offices in the Middle East and UK. Hiran graduated from Queen Mary, University of London with a MSc in Finance with Distinction. He has completed his undergraduate degree in Mechanical Engineering from the University of Bahrain. Hiran has the CISI Level 3 Certificate in Wealth and Investment Management.

Manish joins Plurimi Dubai Director having previously worked with Mirabaud, UBS and Emirates NBD for over 20 years in Dubai. He began his career in Dubai working with Citibank.

Elvira joined Plurimi Wealth Monaco as a Director in January 2024. Prior to that she was an Executive Director at Crossbridge Capital in Monaco, a Wealth management and Multi Family office. She has over 20 years’ experience in Private Banking , focusing mostly on CEE and CIS markets and provides investment solutions to UHNW and HNW clients and their families. Elvira has held Senior banker positions at Compagnie Monegasque de Banque (CMB), UBS (Monaco) and UniCredit Group (Kazakhstan).

She has lived and built her career in Kazakhstan, Russia, Singapore, Italy and Monaco. She is also fluent in English, French, Italian and Russian.

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.

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.

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 CISI and holds the Level 4 Diploma in Investment Advice.

Thomas is a Managing Associate at Plurimi Wealth LLP ensuring smooth day-to-day operations and implementing processes. He has 5 years of experience in the financial sector, joining Plurimi from Barclays Private Bank in 2020. Having worked with high net worth clients from a diverse range of backgrounds.

Thomas holds a Bachelor’s Degree in Aeronautical Engineering from Loughborough University.

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 the 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.

Stephanie brings with her more than two decades of experience in the private banking and wealth management industry. She earned her Bachelor of Arts with Honors in Business Administration and Finance in London before embarking on her professional journey. Initially starting with Barclays Private Bank in Geneva, where she served the French clientele, Stephanie later transitioned to Julius Baer Middle East upon relocating to the Middle East, where she provided tailored solutions to ultra-high net worth individuals. Stephanie is fluent in English, French, Dutch, and maintains proficiency in conversational Spanish.

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.

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.

Coming Soon.

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.

Taymour joined Plurimi Wealth in April 2023 after completing several internships in the financial sector. He graduated from the American University of Beirut with a distinction in Bachelor of Business Administration and is fluent in English, French and Arabic.

Coming Soon.