Raj Srivastava
Executive Director at Arrow Capital- Claim this Profile
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Hindi Native or bilingual proficiency
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French Limited working proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Certified Wealth Management Adviser
SAQ Swiss Association for QualityApr, 2017- Nov, 2024 -
Certificate of Financial Advice
Institute of Financial ServicesNov, 1999- Nov, 2024
Experience
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Arrow Capital
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United Arab Emirates
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Financial Services
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1 - 100 Employee
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Executive Director
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Jan 2023 - Present
As a boutique financial and investment advisory firm, Arrow Capital aims at incorporating superior values of trust and integrity while providing excellent advisory and execution to ultra-high net worth individuals, families, trusts and corporate entities around the world.Arrow Capital is a registered investment management company with offices in Dubai (regulated by Dubai Financial Services Authority – DFSA) and Mauritius (regulated by Financial Services Commission - FSC).My role encompasses offering a comprehensive wealth & investment management proposition coupled with corporate finance advisory capabilities, facilitated through our strategic partnerships with global private / investment banks, specialist financial institutions & intermediaries. My endeavor is to offer a holistic approach to managing wealth for both private & institutional clients, using the cornerstones of working with integrity & transparency and keeping the client at the centre of what the firm and I do, to achieve the wealth aspirations of our clients.
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AHR Group
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United Arab Emirates
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Financial Services
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100 - 200 Employee
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Regional Director, Head of UHNW & HNW Division
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Jul 2021 - Dec 2022
Tasked building an UHNW division, through strategic partnerships with private banks across Switzerland, Singapore & United Kingdom with a focus on putting clients at the centre of what we do coupled with un-paralleled client service with a holistic approach to clients’ wealth management and private banking requirements. Our motto is to become our clients’ wealth manager for life. Tasked building an UHNW division, through strategic partnerships with private banks across Switzerland, Singapore & United Kingdom with a focus on putting clients at the centre of what we do coupled with un-paralleled client service with a holistic approach to clients’ wealth management and private banking requirements. Our motto is to become our clients’ wealth manager for life.
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Matador Investment Management Limited
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Investment Management
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Senior Client Adviser
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Dec 2020 - Jun 2021
External Asset Management position; offering clients an independent private banking platform through strategic relationships with private banks. External Asset Management position; offering clients an independent private banking platform through strategic relationships with private banks.
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Julius Baer
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Switzerland
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Banking
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700 & Above Employee
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Executive Director
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Apr 2019 - Aug 2020
Acquisition and management of Arab UHNW Clients & Family offices utilizing the full product suite of the Bank. Acquisition and management of Arab UHNW Clients & Family offices utilizing the full product suite of the Bank.
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Bank J. Safra Sarasin Ltd
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Switzerland
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Financial Services
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300 - 400 Employee
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Executive Director
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Dec 2017 - Mar 2019
* Client acquisition and management in the Middle East with a focus on GCC UNHW individuals, institutional clients and family offices. * Offer the Bank’s full suite of banking and investment products and services.* Endeavor to add value to Client Relationships through managing wealth more holistically and with a long term view. * Client acquisition and management in the Middle East with a focus on GCC UNHW individuals, institutional clients and family offices. * Offer the Bank’s full suite of banking and investment products and services.* Endeavor to add value to Client Relationships through managing wealth more holistically and with a long term view.
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Director, Senior Relationship Manager
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Apr 2016 - Dec 2017
* Worked as part of the Arab team with responsibility to bring new clients from the UAE and Oman market. * Offered Bank’s entire suite of products to private and institutional clients. * Worked as part of the Arab team with responsibility to bring new clients from the UAE and Oman market. * Offered Bank’s entire suite of products to private and institutional clients.
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LGT Private Banking
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Liechtenstein
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Banking
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700 & Above Employee
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Director, Relationship Manager
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May 2013 - Mar 2016
* Private Client acquisition and management of GCC clients in UAE & Oman. * Provided Private Banking & Asset Management services to clients. * Private Client acquisition and management of GCC clients in UAE & Oman. * Provided Private Banking & Asset Management services to clients.
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Coutts
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United Kingdom
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Banking
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700 & Above Employee
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Senior Private Banker
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May 2006 - May 2013
* Acquisition and management of clients in UAE & Sultanate of Oman.* Assisted clients to achieve wealth management objectives.* Utilized full suite of private banking products. * Acquisition and management of clients in UAE & Sultanate of Oman.* Assisted clients to achieve wealth management objectives.* Utilized full suite of private banking products.
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Education
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2016 - 2017
Swiss Academy for Quality (SAQ)
Certified Wealth Management Advisor -
1999 - 1999
Chartered Institute of Bankers
Certificate of Financial Advice (CeFA), Financial Planning and Services -
1994 - 1996
University of Westminster
BA(Hons) Business Administration, Accounting and Finance
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