Bobby Chana
Senior Private Banker at Lombard Odier Group- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Hindi Elementary proficiency
-
Punjabi Native or bilingual proficiency
-
English Native or bilingual proficiency
Topline Score
Bio
Jal Bharucha
A focused, professional, knowledgeable Client Relationship Management service provider who has the "Growing Grey With Your Clients' concept within his DNA & moreover understands the market as well as client's requirement. In addition he has an understanding of asset classes & allocations required by clients which he offers appropriately & furthermore in tandem is compliance conscious and vigilant at all times.
Herbert Giessmann
I am always happy and pleased to work and cooperate with such an experienced person
Jal Bharucha
A focused, professional, knowledgeable Client Relationship Management service provider who has the "Growing Grey With Your Clients' concept within his DNA & moreover understands the market as well as client's requirement. In addition he has an understanding of asset classes & allocations required by clients which he offers appropriately & furthermore in tandem is compliance conscious and vigilant at all times.
Herbert Giessmann
I am always happy and pleased to work and cooperate with such an experienced person
Jal Bharucha
A focused, professional, knowledgeable Client Relationship Management service provider who has the "Growing Grey With Your Clients' concept within his DNA & moreover understands the market as well as client's requirement. In addition he has an understanding of asset classes & allocations required by clients which he offers appropriately & furthermore in tandem is compliance conscious and vigilant at all times.
Herbert Giessmann
I am always happy and pleased to work and cooperate with such an experienced person
Jal Bharucha
A focused, professional, knowledgeable Client Relationship Management service provider who has the "Growing Grey With Your Clients' concept within his DNA & moreover understands the market as well as client's requirement. In addition he has an understanding of asset classes & allocations required by clients which he offers appropriately & furthermore in tandem is compliance conscious and vigilant at all times.
Herbert Giessmann
I am always happy and pleased to work and cooperate with such an experienced person
Credentials
-
2004: Passed Level I of the CFA examination.
CFA InstituteJan, 2004- Sep, 2024 -
CF4 Pensions Certificate
The Chartered Institute for Securities & Investment (The CISI)Jan, 2004- Sep, 2024 -
Investment Management Certificate, (IMC)
The Chartered Institute for Securities & Investment (The CISI)Jan, 2001- Sep, 2024 -
Financial Planning Certificate I, II & III
Chartered Insurance Institute -
Monetary Authority of Singapore (MAS) Regulatory examinations
Monetary Authority of Singapore (MAS)
Experience
-
Lombard Odier Group
-
Switzerland
-
Banking
-
700 & Above Employee
-
Senior Private Banker
-
Apr 2023 - Present
Advising and assisting wealthy individuals and families on how to manage their wealth and optimise on market opportunities for future generations. Ensuring that a holistic perspective is provided to clients across asset classes and geographies. Provide access of the vast resources across Lombard Odier in both portfolio management and wealth planning. This includes combining local GCC expertise and the global strength of colleagues within Lombard Odier. Advising and assisting wealthy individuals and families on how to manage their wealth and optimise on market opportunities for future generations. Ensuring that a holistic perspective is provided to clients across asset classes and geographies. Provide access of the vast resources across Lombard Odier in both portfolio management and wealth planning. This includes combining local GCC expertise and the global strength of colleagues within Lombard Odier.
-
-
-
Julius Baer
-
Switzerland
-
Banking
-
700 & Above Employee
-
Executive Director
-
Sep 2016 - Apr 2023
Private client relationship manager serving the needs of wealthy individuals and families. My focus is to look at client needs from a holistic and overall perspective in addition to their investment portfolio. Apply the depth and expertise of Julius Baer to provide the detailed analysis and execution. Provide solutions and ideas to HNWIs, trusts and their family offices across locations and geographies. Private client relationship manager serving the needs of wealthy individuals and families. My focus is to look at client needs from a holistic and overall perspective in addition to their investment portfolio. Apply the depth and expertise of Julius Baer to provide the detailed analysis and execution. Provide solutions and ideas to HNWIs, trusts and their family offices across locations and geographies.
-
-
-
National Bank of Abu Dhabi
-
United Arab Emirates
-
Banking
-
700 & Above Employee
-
Director - Team Leader NRI
-
May 2012 - Sep 2016
Serve private clients and manage the offshore NRI business with coverage in Africa, SE Asia and Europe. • NRI focus across Africa (East & South), UAE and the UK. 80% UAE residents. • Built a profitable book of clients. Built on the client base created at ENBD and developed new clients from referrals and offering client honesty and service. • Key asset classes - Fixed Income (single names), equities, FX Margin trading & structured products. Serve private clients and manage the offshore NRI business with coverage in Africa, SE Asia and Europe. • NRI focus across Africa (East & South), UAE and the UK. 80% UAE residents. • Built a profitable book of clients. Built on the client base created at ENBD and developed new clients from referrals and offering client honesty and service. • Key asset classes - Fixed Income (single names), equities, FX Margin trading & structured products.
-
-
-
Emirates NBD
-
United Arab Emirates
-
Banking
-
700 & Above Employee
-
Director
-
Aug 2009 - May 2012
Service the banking, investment and credit requirements for HNW clients. • Built and managed a book of NRI clients from East Africa, UAE and Europe. • Included regular travel to Kenya and Tanzania.. • Core products/portfolio breakdown – 40% Cash/FDs/FX/DCIs, 40% Fixed Income/Sukuk, 10% Equity/Hedge fund/PE. This includes portfolio construction, stock selection and periodic reviews. Service the banking, investment and credit requirements for HNW clients. • Built and managed a book of NRI clients from East Africa, UAE and Europe. • Included regular travel to Kenya and Tanzania.. • Core products/portfolio breakdown – 40% Cash/FDs/FX/DCIs, 40% Fixed Income/Sukuk, 10% Equity/Hedge fund/PE. This includes portfolio construction, stock selection and periodic reviews.
-
-
-
ABN AMRO Bank N.V.
-
Netherlands
-
Banking
-
700 & Above Employee
-
Relationship Director
-
Jun 2008 - Jun 2009
• The role was to establish a private banking team covering the UK/Europe. • The role was to establish a private banking team covering the UK/Europe.
-
-
-
UBS
-
Switzerland
-
Financial Services
-
700 & Above Employee
-
Client Advisor
-
Dec 2006 - Jun 2008
• Primary focus was to develop a profitable book of business within the UK HNW professionals and executives market. • The business flow generated largely from direct cold approaches to prospects and referrals from existing clients. • The vast majority of my clients were in UBS discretionary solutions. • Primary focus was to develop a profitable book of business within the UK HNW professionals and executives market. • The business flow generated largely from direct cold approaches to prospects and referrals from existing clients. • The vast majority of my clients were in UBS discretionary solutions.
-
-
-
Citi
-
Mexico
-
IT Services and IT Consulting
-
100 - 200 Employee
-
Senior Relationship Manager
-
Oct 2005 - Oct 2006
Wealth Management, UK focused relationship manager/Investment Advisor. • Managed a book of private clients investment needs. • Key duties were – fact-finding, presenting investment proposals and selling mutual funds, structured products and financial planning solutions. • I had achieved FSA competent advisor status during this role. Wealth Management, UK focused relationship manager/Investment Advisor. • Managed a book of private clients investment needs. • Key duties were – fact-finding, presenting investment proposals and selling mutual funds, structured products and financial planning solutions. • I had achieved FSA competent advisor status during this role.
-
-
-
Lloyds Bank
-
United Kingdom
-
Banking
-
700 & Above Employee
-
Portfolio Manager
-
Apr 2001 - Oct 2005
Part of the Investment research team. Equity research, fund selection, asset allocation/portfolio construction and performance monitoring. Model portfolio management. • The key duties were to manage a series of Equity/Bond composite portfolios and to provide viable observations to the investment policy committee. • A key responsibility was to select appropriate equities/bonds/funds to satisfy both the house and the portfolio's strategic view. • These could include minimum income requirements, income/balanced/growth proportions and a vast array of quantitative risk & volatility measures Show less
-
-
Education
-
1992 - 1995
City University London
BEng, Civil Engineering
Community
