Plurimi is a leading Wealth & Investment Manager
Established in 2007 with the aim of preserving and enhancing the real value of our clients’ wealth, with offices in London, Gibraltar & Dubai. Born organically out of requests from our CEO’s clients who wanted to be independent from any one financial institution, whilst at the same time continuing to work with their trusted adviser, having one point of contact.
This fresh approach enables our clients to have access to the breadth and depth of current market offerings, providing multiple custodians & jurisdictions, institutional pricing, and investment products that are not necessarily available at private banks.
Under the Retail Distribution Review description provided by the Financial Conduct Authority, we offer our clients “restricted advice”. This means that we offer investment advice from a selected range of providers, platforms and custodians.
Ramzy is the founder and group CEO of Plurimi. Responsible for the Strategy and direction of the Plurimi Group. Prior to founding Plurimi in 2008, Ramzy was Managing Director and head of the Middle East region at Credit Suisse (UK) Ltd. Ramzy started his banking career in 1988, holds a Bachelor of Arts degree in Finance and sits on the Board of Advisors of Georgetown University's Georgetown College.
Christian has been providing investment advisory services to clients for over 14 years. Previously, working for Credit Suisse Private Client Services. Christian holds a Bachelor of Science in Business Administration from the University of South Carolina.
A broad based financial career culminated in Andrew’s appointment as Plurimi CFO in 2013. Andrew is also a Director of Plurimi Wealth Solutions in Gibraltar. Gaining an honours degree in Economics and Accounting Andrew qualified as a Chartered Accountant in 1989.
Previously working for the Government of Gibraltar, and holding senior positions at Credit Suisse Gibraltar & Isle of Man and Helvetica Wealth Management Partners AG.
Bhavin joined Plurimi in 2011 as Head of Compliance (CF10 & CF11), with 20 years of Compliance and Regulatory experience which spans across the Securities, Futures, Equities and Retail investment markets including Hedge Funds.
Anthony is Chief Legal Adviser of the Plurimi Group and an independent consultant through Anthony Jimenez & Company. Anthony was called to the Bar of England and Wales in July 2007 and in Gibraltar in 2009. He is licensed by the Gibraltar Financial Services Commission (FSC) to provide directorships to Experienced Investor Funds.
Previously, Anthony was Managing Director of Plurimi Wealth Solutions Limited, Gibraltar and previous to this a senior associate lawyer at Hassans International Law Firm, Gibraltar.
Prior to joining Plurimi as a Managing Director, Fahad was an Executive Director at Morgan Stanley Wealth Management, heading a team of private clients and small to mid-sized institutions across the Nordic and Baltic markets.
Fahad holds a Masters of Business Studies from the University College Dublin Michael Smurfit Graduate Business School and a BSc Hons from the Royal Agricultural College, Cirencester.
Atul joined Plurimi Wealth in 2009 and has more than 18 years of experience in Banking & Wealth Management at Citigroup, Barclays & Plurimi.
He is a CFA Charterholder, MBA and a Mechanical Engineer.
Heba has 24 years of experience in the financial sector having worked with a number of international banks including Chase Manhattan, Barclays, BNP Paribas and Standard Chartered.
Heba holds an MSc in Finance and Investment and an MA in Economics.
Sathish has over 15 years of wealth management experience working in the U.S, London and Dubai. He started his career at Morgan Stanley in California. Then held senior banking positions at Barclays Wealth, UBS Wealth Management and Lloyds International Private Bank. Sathish has a strong background in working with ultra-high net worth private clients, family offices and institutions. He graduated with a M.S degree from CGU/ UCLA, California and holds the level 6 PCIAM qualification.
Jamil joined Plurimi in February 2015 and has over 30 years’ experience as a banker and Investment professional working both on the buy and sell side in London, New York, Dubai and Lebanon. He was an Institutional Salesperson working for JP Morgan, Sanford C. Bernstein and Friedman Billings Ramsey. He advised some of the largest sovereign wealth funds & hedge funds.
Simon has worked in Financial Services for over 25 years, advising both institutional and private clients. He has held various senior management roles, and acted at Board level, in both an executive and non-executive capacity.
Prior to joining Plurimi, Simon was at HSBC and has also worked for Credit Suisse, Santander, and Hill Samuel. He specialises in Investments, Lending, and Corporate Advisory.
He is a Chartered Fellow of the CISI and a Chartered Wealth Manager.
Piers joined Plurimi in September 2016 as a Managing Director / Portfolio Manager and will head the discretionary portfolio team for Plurimi. Piers has been managing multi-asset class portfolios for 17 years and was responsible for the creation and management of the Dynamic Strategy during his 11 years at Barclays Wealth.
Piers is an economics graduate, holds the FCSI designation, and is a former intelligence officer in the British Army.
Virna brings with her almost 20 years’ experience in investments, private banking and wealth management, advising UHNW families and institutions across the Middle East, UK and continental Europe on a variety of financial products.
Prior to joining Plurimi, Virna previously worked at EFG Private Bank, Saxo Bank and BV Investment Group.
Virna is a member of the Chartered Institute for Securities and Investments in the UK and also holds the certificate in Financial Advice.
Amit’s clients, who span ultra high net worth individuals to family offices, know him as a wealth manager with a consistently successful track record as well as a trustworthy professional with an entrepreneurial streak.
An MBA and a telecom engineer, he previously worked with Merrill Lynch and ICICI Bank, in a career spanning almost two decades.
Toby works with High Net Worth Individuals and Family Offices. He has a wealth of experience in providing professional Investment, Asset Allocation and Structuring advice to his clients. Toby Joined Plurimi from Credit Suisse having started his career with Merrill Lynch in 1987.
Alex has over 15 years of international banking and principal investments experience including Barclays, RBC, and Criterion Capital in London, working with a global client base. Alex holds an MBA from London Business School and a degree in economics from the University of Wisconsin-Madison.
Edward joined Plurimi in 2016 with over 10 years’ experience at Barclays and Credit Suisse providing Investment, Asset Allocation and Structuring advice to High Net Worth and Family Office clients. He speaks fluent English, French and Spanish, holds the Level 6 PCIAM and is a chartered member of the CISI.
Edward earned a golf Blue and BA from Oxford University furthered by post graduate qualifications at BPP Law School.
Rob joined Plurimi in September 2016 as a Director/Portfolio Manager, having previously held a similar role at Barclays for almost five years. While at Barclays, he managed multi asset class portfolios, modelled and bespoke, with real or relative return objectives, for high net worth clients. He previously spent six years at PwC, initially in an audit role and subsequently performing due diligence for clients in the financial services sector.
Rob holds bachelors, honours and postgraduate degrees from the University of Cape Town and is a qualified Chartered Accountant and CFA Charterholder.
George has over 10 years of experience in international banking and wealth management, having worked with a diverse base of High Net Worth, Family Office and Institutional Clients.
Prior to joining Plurimi in October 2016, he was a Director at EFG Private Bank, having previously held roles at Coutts and Citigroup.
He holds an MBA-MIEM from SDA Bocconi as well as the PCIAM level 6 qualification.
Sunil joined Plurimi Wealth in 2016 and has more than 18 years of experience in Banking & Wealth Management at Julius Baer, Bank of America, Merrill Lynch and ICICI.
Sunil advises High-net-worth individuals ranging from professionals to business owners. Sunil is client focused and believes that it is important to fully understand the client’s preference and goals whilst ensuring that they are kept up to date with changing financial conditions that could impact them. He holds a MBA and a B. Tech degree.
Oliver joined Plurimi in November 2011 covering both private and institutional clients. Prior to that he worked at Credit Suisse London and Lehman Brothers Investment Bank in the fixed income division.
Multilingual Private Banker, having lived in Russia, China, Singapore and the UK, Ekaterina broadens Plurimi’s geographical reach in offering highly tailored innovative solutions for international clients seeking a wide range of expertise.
Alexander Maximilian (A.M) Dupee
Alexander Maximilian (A.M) Dupee
A.M. graduated with a Bachelor of Science from New York University in 2008. Previously at Julius Baer, his primary focus is on Middle Eastern Clients and his international background is well suited within Plurimi.
Tim joined Plurimi in January 2015 and has been serving wealthy clients since 2009 at Citigroup and then Coutts Private Bank. Tim holds an Economics degree, is a Member of the Chartered Institute for Securities and Investment and holds the qualification PCIAM.
Osman has worked in the financial services industry since 2006, holding roles with CQS Management and BNP Paribas Investment Bank. Osman moved into Wealth Management in 2011 covering Middle Eastern private clients and is a CFA Charterholder.
Prior to joining Plurimi, Georgina was a Vice President at Morgan Stanley International Wealth Management for almost 9 years, where she successfully managed the wind-down and transition of the Alternative Investments assets during the sale of Morgan Stanley’s Private Wealth Management business.
Prior to this she was the coordinator of the Alternative Investments platform throughout EMEA, she also managed the Cross Divisional Relationship Business.
Martina joined Plurimi in November 2009 as Financial Controller.
Prior to joining Plurimi, Martina spent six years at Julius Baer Investments Ltd/Augustus Asset Managers Ltd, initially as a Management Accountant and then as Financial Controller. Martina spent 12 years at BZW/Barclays Capital in a variety of roles including share volume analysis, FX and Money Market trader evaluation, Treasury Products Finance, Product Control and Management Accounting.
Talal joined Plurimi Wealth as a financial operator in 2012. Prior to joining Plurimi, Talal spent five years working in the engineering and quantity surveying sector. During this period, Talal gained valuable financial experience and is currently pursuing a career in finance.
Talal holds a BEng (Hons) degree in Mechanical engineering.
After graduating from Loughborough University with a degree in Economics and Politics, Mike joined Plurimi in 2011. Mike covers Ultra High Net Worth clients based in the UK, Middle East & Russia specialising in Structured Products.
Yvonne joined Plurimi in September 2016 as a Senior Associate. Previously she was at Credit Suisse where her primary focus was on UK clients. Prior to this, she spent three years covering ultra-high net worth clients at Morgan Stanley.
She holds a BSc degree in Economics from the London School of Economics, where she was the recipient of the Stelios Scholarship. Yvonne is also a CFA Level III candidate.
Holding three post graduate degrees in Finance and Arts, Ekaterina joined Plurimi in May 2015 having previously worked for Goldman Sachs and Christie’s. Her varied background and skills are well suited to Plurimi’s wide offering.
Michael joined Plurimi in 2015 having previously worked at BlackRock covering institutional clients in the MENA region. Michael graduated from Durham University with a BA in Economics and is a member of CISI.
Fabrizio joined Plurimi in 2016 having previously worked at J.P. Morgan, covering Ultra High Net Worth individuals on the UK and Italy desks. Fabrizio holds a law degree from The University of Essex as well as postgraduate qualifications in both law and finance.
Zoe joined Plurimi in June 2016 bringing with her over 20 years of experience within Finance and Accounts.
Prior to joining Plurimi, Zoe worked in various industries including banking, law and hospitality, whilst gaining qualifications in Business and Accounts.
Wael joined Plurimi in 2016, having previously worked in a number of research centres and Think-Tanks writing economic and political policy papers on MENA region in addition to energy politics.
Wael holds a BA in Management science and post graduate degree in Finance and Banking from the Higher Institute of Business Administration. He also holds a certificate on Fintech and Future Commerce from MIT.
Janice joined Plurimi in March 2014 and manages the front desk. Holding a BA (HONS) degree in the Arts, she has a varied skill-set with experience working in Imports, liaising with HMRC Customs, Private Clients, Galleries & Art Handlers.
Plurimi Investment Managers
Patrick is CIO and co-heads PIM. Previously he was CIO at Armstrong Investment Managers, co-head of Insight Investment’s Multi-Asset Group and Director at UBS. Patrick has an MBA from the Rotman School of Management and is a Chartered Financial Analyst.
Eugen is a Portfolio Manager at PIM. Previously he was a Portfolio Manager at Armstrong Investment Managers, Insight Investments and UBS, as well as a quantitative strategist at Deutsche Bank and an equity analyst at Creditanstalt Investment Bank.
Neil was previously in business development roles at ETF Securities and Selftrade, prior to which he held management and research positions in different organisations, including the OECD, IEA, and Royal Institute of International Affairs.
Greg spent the past 12 years working as an investment advisor, most recently at RBC. Prior to that he held positions at Cheviot, Bear Stearns and Merrill Lynch. He graduated from the University of Durham.