Mr. Wassim Adhami

Trust Relationship Manager

Expertise:

  • Ā Advising HNWIs on bespoke investment strategies, risk mitigation, and wealth planning.

 

  • Leading profit-focused financial strategies with consistent business results.

 

  • Providing structured solutions in investment, liquidity management, and fintech expansion.

 

  • Ensuring compliance with regulatory frameworks for optimised outcomes.

 

  • Building lasting client relationships through strategic advisory and transparent service.

Professional Track Record:

  • Ā Over 11 years of experience in financial solutions and investment advisory across banking, financial services, and fintech in the GCC and Middle East.

 

  • Skilled in investment structuring, liquidity and risk management, and fintech product development.

 

  • Strong expertise in financial modeling, market analysis, and regulatory navigation.

 

  • Experienced in designing tailored wealth plans for HNWIs to achieve long-term goals.

 

  • Focused on holistic planning, personalized advisory, and building client trust.
Ms. Alena Anand
Mr. Daniel Toth