شادي فرح

 Managing Equity portfolios, Bond portfolios and investments, Multi Asset investment portfolios for private clients and corporate accounts, under various strategies and mandates.
 Providing asset allocation strategies; strategic and tactical recommendations to enhance portfolio risk metrics and performance; through quantitative and qualitative analysis.
 Analysing and reporting of Portfolio/Investments/Funds performance against benchmarks and investment guidelines. Risk management and monitoring of Compliance exposure to portfolios.
 Responsible for the Due Diligence processes and Manager/Fund Selection to source best of breed investments and products from the general offering.
 Monitoring of Economic forecasts and data, Market news and trends, and trading activity.

 Establishing the Investment Management function and capability at the bank’s new offices in Dubai & Singapore. Experience working with local regulatory authorities and framework.
 Portfolio manager for the bank’s private clients and institutional accounts, responsible for the performance and management of advisory and discretionary accounts against benchmarks and mandates.
 Work closely with the CIO on strategic and tactical asset allocations recommended by the private bank.
 In charge of manager selection and performing due diligence on new investments and products for the Private Bank’s Recommended List.
 Preparing analysis, reports and recommending investments to the Investment Committee; working with Risk Management, Compliance and all stakeholders to achieve sign-offs and corporate objectives.

 Advise high net-worth clients on a range of investment products and services; managing client portfolios and providing on-going market updates and recommendations.
 Product Management; Equity Funds, Fixed Income Funds and Alternative Investments analysis, in order to recommend top performing investments and products.
 Financial Planning assessment and recommendations to secure investment objectives.
 Creating and conducting Wealth Management training modules; responsible for the accreditation and training of financial planning managers and relationship managers.
 Improving business metrics of the wealth management team in: quality of service, adherence to compliance procedures and improved business income.

 Advised clients on mutual funds.
 Maintained portfolios and provided ongoing reviews and service.
 Prospected new business opportunities and developed networks of contacts.
 Evaluate business plans' viability, capital structure, and compliance with Canadian security authority’s standards.