Asad Sheikh, DipFA

Chief Commercial Officer

Asad is a qualified advisor and co-founder of our company, bringing a wealth of expertise in financial services to our team.

With over two decades of experience, Asad has honed his skills in catering to the intricate needs of private clients with a focus on high-net-worth individuals.

His deep understanding of the financial landscape has empowered him to provide strategic insights and tailored solutions that drive growth and preserve assets for our clients.

Asad’s journey in the financial sector has been marked by his dedication to delivering exceptional results. His commitment to staying ahead of industry trends and fostering strong client relationships has consistently yielded positive outcomes.

As a co-founder, Asad continues to exemplify his passion for excellence by driving innovation, setting strategic directions, and ensuring our company remains at the forefront of delivering unparalleled financial services.

Areas of Expertise

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Private Banking Advice

High Net Worth & Ultra High Net Worth

Qualifications & Awards

Level 4 Diploma in Financial Planning

BSc Honours

Regions Covered

  • Worldwide

Recognition