أحمد إسماعيل

• Lead the Wealth Advisory division, overseeing bond trading and structured products, client advisory, and portfolio management for high-net-worth individuals.
• Spearhead the development of investment strategies aligned with client objectives, delivering tailored solutions to enhance portfolio performance.
• Successfully doubled assets under management (AUM) from USD 350 million to USD 800 million through effective client engagement and strategic wealth product initiatives.
• Manage and mentor a team of wealth advisors, focusing on professional development, technical training, and fostering a collaborative environment.
• Collaborate with internal stakeholders to promote wealth products across the organization and establish a client-centric culture.
• Built and Led the research function, and Actively monitor market trends and geopolitical factors to provide timely insights, ensuring clients capitalize on emerging opportunities.
• I manage 10 colleagues: 8 Wealth Managers, and 2 Investment Analysts.
• Investment Committee member.

• Managed a diversified investment portfolio worth USD 2 billion, delivering consistent growth.
• Designed and implemented strategic investment plans, focusing on asset allocation across MENA and global markets.
• Built an investor relations framework, enhancing communication with shareholders and regulatory bodies.
• Led a team of analysts and managed relationships with fund managers, brokers, and financial institutions.
• Annual update of operating plan file, corporate policy and procedures manual and ensure accuracy of the information and ensure assumptions of the operating plan are vetted and have been stressed under various scenarios.
• I reported directly to the Group CEO and Head of Investments.
• I manage 4 colleagues: 2 Senior Analysts, Treasury Manager, and a Junior Analyst.
• Investment Committee member.

• Oversaw investment deals worth USD 450 million, specializing in private equity and cross-border transactions.
• Conducted due diligence, feasibility studies, and financial modeling to support investment decisions.
• Developed and managed equity portfolios, with a focus on real estate and banking sectors globally.
• I was responsible for the strategic development and execution of an appropriate investment transaction structure,
• including the execution of financial due diligence.
• Conducted Feasibility studies, Business Plans, Financial Analysis, Credit analysis, and scoring.
• Drafted recommendations to investment managers, to build and construct equity portfolios.
• Multisector coverage, special coverage for real-estate and banking globally.
• I was the principal operational contact to initiate feasibility studies and liaise with stakeholders for feasibility input.
• Developed financial models and feasibilities for JVs, funds, PPP models, and corporate projects.
• Asset Valuation (Equities, Real Estate, JV, Private Equities)
• Investment Committee Member.

• Conducting due diligence on companies and industries.
• Company Valuation, Business assessment, Deal Structuring.
• Conducting feasibility studies, and Writing Business Plans.
• Drafting recommendations to Portfolio managers.
• Multisector coverage, special coverage for real-estate and banking globally.

• Undertake tasks assigned by more senior Investment team members to support adequate and regular monitoring of managed investments.
• Assist in preparing for negotiations and closing of deals with investors.
• Participate in information gathering and analysis.
• Participate in project activities with specific responsibilities.
• Prepare periodic Investment reports to Investment committee.

Covering the Egyptian companies for evaluating the past performance and forecasting the Future performance and financial position and the stock fair and intrinsic value based on an economical basis.
• Issuing rational Investments reports & recommendations to current and potential clients.
• Managing internal and external seminars about the market conditions & for presenting important financial data or facts.
• Manage meetings with Top management and IR of the listed companies to discuss business
plans and updates on the companies’ activity.