Arvin Walia

SUMMARY

 

Experienced Head of Wealth Management professional and seasoned Wealth Manager / Senior Private Banker with over 10 years of experience at leading International Banks.

 

Member and Associate of 4 institutes and currently studying for CFA.

 

Qualified as a Trading Manager for International CAPITAL MARKETS.

 

 

Currently Manage top tier institutional portfolios and High Net Worth clients portfolios primarily from Italy, Switzerland, UK and Hong Kong, these include renowned Key Private Wealth Clients that have receive significant international press coverage.

 

 

 

ATTRIBUTES

 

I am a seasoned Senior Private Banker (SPB) / Wealth Manger (WM) with over 12 years Sales management experience. My clients currently hold offshore investment portfolios across most asset classes which are held in custody with a select few leading top tier Private Banks. My experience has allowed me to develop an extensive global prospecting list of HNW & UHNW clients with a particular emphasis on Europe & GCC.

 

I see my role as a mandate for developing strategies & investment portfolios based on a thorough understanding of the needs and profiles of my clients. For my private clients I offer discretion, safety, absolute performance & confidentiality, for my institutional clients I offer mostly relative performance and safety.

 

As an established SPB & Head of a Wealth Management professional it is important to note that SPB's and WM's work in a transient market. I am a keen advocate of ‘business continuity’ and have an enviable record of retaining talent.

 

I offer personalised relationship management without the bells and whistles with more focus on protection & performance.

 

For my clients who 'Need' & not 'Want' an investment solution I develop asset allocation strategies that distribute some of the risk away from their main business & help increase their awareness of profitable industries or business sectors other than their own. Subsequently I am able to balance & understand their risk profile more effectively.

 

If a great portfolio consisted only of a small collection of diversified investments, its creation would be relatively easy. However, a skilfully constructed portfolio is unique and built around the specific needs of my clients, taking into account factors such as goals, ROI, tolerance to risk, liquidity reserve requirements & reference currency, among other variables.

 

My Mission is; To champion others to grow personally, professionally, emotionally and spiritually by using my compassion, my unique perspective, and my belief in others' inherent goodness, integrity, and enormous potential." oh, and to complete my CFA.

 

My forte or area of speciality is engaging and getting optimum performance from my teams. The teams that I have both set up and managed work with clarity and possess only the experience and background to ensure the clients feel that they are interacting with one of their 'own'. I am a strong believer that Relationship Manager is the human link between the bank and its clients and hence plays a pivotal role for the business longigevity of a Bank.

 

Many thanks for looking up my page. If I or my team can be of any further assistance please do not hesitate to contact me.

 

Arvin Walia

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