PLURIMI - Key Persons
Job Titles:
- Director of Corporate & Legal Affairs
Previously, working within the Legal and Finance functions of Syncona Investment Management Limited, the manager of Syncona Limited a FTSE250 specialist healthcare investor, she was also actively engaged with the company's charitable arm, the Syncona Foundation. Currently, Abbey sits as a Board Trustee for the CILEX Foundation, a charity providing scholarships to students aspiring to become CILEX Lawyers, bursary funding, welfare support and specialist advice for CILEX members, enabling them to fund their studies and progress their careers. Abbey is a CILEX Lawyer and Fellow of the Chartered Institute of Legal Executives. She also holds a BA Honours degree in Music & Business from Surrey University. Prior to this, Abbey held various operational, development and managerial roles.
Alex joined Plurimi in October 2023 from St. James's Place, where he served as an Associate Advisor specialising in wealth management and investment advisory services to HNW clients. Before this, Alex had various support roles within capital markets. He holds an advanced diploma in financial trading and a diploma in investment advice.
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.
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.
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.
Job Titles:
- Compliance Officer & MLRO ( Monaco )
Chiara joined Plurimi in 2023 from Barclays Private Bank Monaco. Having started her career in Luxembourg, Chiara is very familiar with Luxembourg and Monaco regulations and has experience in funds, insurances, compliance, and client's services. She has worked in Luxembourg for Amundi Asset Management, Ernst&Young and HSBC Private Bank. Chiara graduated from Sciences Po (European Politics) and holds a LLM in Private and Public law.
Job Titles:
- Group Head of Business Solutions
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.
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.
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.
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.
Job Titles:
- Group COO, Member of the Board
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.
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.
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.
Job Titles:
- Director
- Monaco As a Director
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.
Job Titles:
- Head of AI & Machine Learning
Eugen leads Plurimi's AI and Machine Learning development and has built Plurimi's quantitative investment management systems. He is a co-manager of Plurimi's discretionary strategies. Previously he was a Portfolio Manager at Armstrong Investment Managers, Insight Investment and UBS, as well as a quantitative strategist at Deutsche Bank and an equity analyst at Creditanstalt Investment Bank.
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.
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.
Job Titles:
- Group CEO
- Group CEO, Member of the Board
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.
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.
Harrison joined Plurimi in March 2022. He graduated from Cardiff University with a Distinction in his Masters in Business Management.
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.
Helen joined Plurimi in 2023 from a Japanese asset management firm and has 4 years of experience in financial compliance. She graduated from Roehampton University in 2017 and holds an ICA Diploma in Governance, Risk and Compliance
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.
Job Titles:
- Associate Director ( Investment Solutions Department )
Hugo joined Plurimi in May 2024, specialising in structured products and securitisation solutions. He previously worked at several investment boutiques and banks, focusing on institutional client's coverage. Hugo holds an MSc in Finance from the University of Kent and is fluent in English and French.
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.
Jessica has a multi-national background in Shanghai and in London. Jessica joined Plurimi in March 2024 from a non-profit Venture Capital Organisation . She also has 4 years of experience in tax in Sephora China, Shanghai. She graduated from University of Exeter holding MSc Financial Technology (Fintech) degree and Economics Diploma from Shanghai Lixin University of Accounting and Finance.
She is partially qualified in CIMA and she is fluent in Mandarin, Shanghainese and English.
Job Titles:
- Member of the Board, Dubai
John R. Wolak has over 30 years of private equity management experience, most recently as the Head of Morgan Stanley Alternative Investment Partners (MSAIP). Mr. Wolak started his career as a banker with Continental Bank in Chicago and New York, and holds the Chartered Financial Analyst designation and is a Certified Public Accountant. He received his MBA from the Mendoza School at the University of Notre Dame and his BS from Bloomsburg University. Mr. Wolak currently serves on the Board of Advita, a record retrieval and data analysis technology company, and the Board of the Bloomsburg University Foundation.
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.
Job Titles:
- Group Head of Compliance & Risk
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.
Kasim joined Plurimi in November 2023. He obtained a Bachelor of Law's at The University of Surrey. He then worked at The Bank of New York Mellon in Manchester for over a year as a Reconciliation Analyst for a US hedge fund.
Kate joined Plurimi as a Receptionist in September 2023. She holds a Bachelor of Arts in English from McGill University and prior to joining Plurimi, gained retail management experience overseeing high-volume stores in both Canada and the UK.
Luciana joined Plurimi with over 25 years experience across major global financial hubs in London, Paris, Milan, and Monaco. Previously she worked at Credit Suisse, Mediobanca Group, and BNP Paribas. She has extensive expertise in capital markets, private equity, and the family office sector.
Luciana holds both a BSc and MSc in Engineering, as well as a Master in Finance from London Business School. Additionally, Luciana is an alumna of the Columbia Business School, is fluent in Italian, English, and French.
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.
Job Titles:
- Head of Wholesale Distribution
Marcus heads Plurimi`s fund distribution. He brings over 20 years of experience in fund distribution, having previously served as Head of Wholesale Sales at River Global Investors. He is responsible for broadening access to Plurimi's funds across UK intermediaries, securing distribution on key investment platforms, and expanding the reach of Plurimi's Discretionary Portfolio Management (DPM) offering.
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.
Michael joined Plurimi in November 2021 bringing over 20 years of experience within Operations in a variety of investment management firms. Prior to joining Plurimi, Michael held the role of Head of Operations at both ACPI Investment Managers & Union Bancaire Privee London.
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.
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.
Job Titles:
- Director of Corporate Strategy
Nael joined Plurimi in October 2023. Prior to joining, he co-founded Outbound Ventures, an early-stage venture capital firm based in New York City, identifying innovative consumer brands. At Plurimi, Nael collaborates across all teams, working closely with management to design and implement strategic initiatives that drive the firm's objectives and enhance operational effectiveness.
Nael holds a degree in Government from Georgetown University and speaks fluent English, French and Arabic.
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.
Natasha joined Plurimi in March 2023. Prior to Plurimi she spent the last 4 years with an Investment Management Administration Firm in Operations. She graduated from the Royal Agricultural University with a BSc Hons degree in International Business Management (Food and Agri-business).
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.
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.
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.
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.
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).
Job Titles:
- Group Chief Investment Officer
Patrick manages Plurimi's discretionary strategies, and offers investment consulting and advice for a range of client portfolios. Previously he was CIO at Armstrong Investment Managers, co-head of Insight Investment's Multi-Asset Group and Director at UBS. Patrick has an MBA from the Rotman School of Management and is a Chartered Financial Analyst.
Eugen leads Plurimi's AI and Machine Learning development and has built Plurimi's quantitative investment management systems. He is a co-manager of Plurimi's discretionary strategies. Previously he was a Portfolio Manager at Armstrong Investment Managers, Insight Investment and UBS, as well as a quantitative strategist at Deutsche Bank and an equity analyst at Creditanstalt Investment Bank.
Job Titles:
- Director of Investment ( Investment Solutions Department )
Paul-Georges (PG) has more than 25 years of experience in the financial sector having worked with major international asset managers and hedge funds including Amundi as head of global equities, H2O AM as senior portfolio manager and investment boutique Quadra Capital Partners as partner and head of equities. He successfully secured and managed institutional mandates for large European institutions on global equity strategies. Paul-Georges won several industry awards during his career.
Philip is an Investment Analyst and is assisting the investment team in the management of Plurimi's discretionary strategies. He previously worked as an Investment Analyst Portfolio Manager and has experience in trading and operations. He has passed all three levels of the CFA program, holds an MBA from Queen Mary University and a BSc in Software Engineering from Westminster University.
Job Titles:
- Managing Director ( Investment Solutions Department )
Philip is a seasoned financial professional with over 15 years of experience in the financial industry, with a robust background both on the investment side as well as on legal, Compliance and Tax subjects. The last 6 years in Monaco, he specialised in structured products, securitisation solutions, and supporting clients in the full value chain of alternative investments where his last role was setting up and heading the Monaco Office of a swiss Investment Boutique. Additionally, Philip serves on the board of a Swiss fund manager, leveraging his extensive experience to strengthen the firm's governance.
Job Titles:
- Chairman of the Board
- Executive Chairman
- Founder
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.
Job Titles:
- Director
- Investment Advisor
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.
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.
Job Titles:
- Director
- Monaco As a Director
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.
Shane joins Plurimi as Group CFO. Shane is a CFA who started his career in finance back in 1996, working at Citigroup and Credit Suisse. He held roles in the equity team at CS and in capital markets at Citi. Over the last decade, he has worked in tech, predominately as a CFO in the venture capital and fintech sectors, including Outlier Ventures (a venture accelerator), the Global Innovation Fund (an impact investment fund), Fronted Holdings (a consumer lender) and ClearMacro (a data vendor). Prior to being a CFO, he co-founded a number of ventures in the fintech space.
Sharon is the Executive Assistant to the Chairman, working closely with the management team, she joined Plurimi in February 2010. She has over 20 years experience in a variety of industry sectors including Lehman Brothers (Private Banking division) for 4 years and Premier Farnell (a FTSE 250 distribution company).
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.
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.
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.
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.
Tatiana joined Plurimi in August 2021, having previously worked in a similar role at VTB Capital Plc and RCB Bank Limited, DIFC. Her experience included Customer Service and Sales positions in Hospitality and Real Estate sectors, working for both Jumeirah Group and The First Group in Dubai. Tatiana holds BA (Hons) degree in Foreign Languages. She is fluent in English and Russian and speaks conversational French.
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.
Thomas is a Legal Operations Manager with five years of experience in the financial sector. At Plurimi Wealth LLP, he manages regulatory compliance, legal processes, and the performance of global junior staff, ensuring operational efficiency and client-focused solutions. Thomas is skilled in stakeholder collaboration and project delivery. He holds a Bachelor's Degree in Aeronautical Engineering from Loughborough University and previously worked with high-net-worth clients at Barclays Private Bank.
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.
Tracy joined Plurimi in 2024, after overseeing the financial operations and leading strategic initiatives as Financial Controller at Robert Bird Group. With over a decade of experience at O&K Accountancy Practice, she has cultivated broad proficiency in Audit, Accounting, Tax and Advisory, guiding a diverse client portfolio across multiple sectors.
An ICAEW Chartered Accountant with a BA Honors degree from the University of Manchester, Tracy is dedicated to enhancing organisational value and nurturing trust-based relationships. She leverages her unique skillset and fluency in both French and English to elevate outcomes and inspire broader horizons.
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.