Bobby Chana's Linkedin Analytics

“It’s not how much money you make, but how much money you keep, how hard it works for you and how many generations you keep it for.” — Robert T. Kiyosaki As an experienced private client relationship manager, I currently bring my deep experience of banking, investment and wealth management to Lombard Odier. For 20 years, I have advised private and public executives about protecting, managing and growing their assets at leading, global investment banks. I am familiar with advising private high net worth individuals, hedge funds, corporates, family offices and entrepreneurs. WHO I WORK WITH: I advise High Net Worth and Ultra High Net Worth individual using a systematic financial planning approach, exceeding goals and metrics. Astute at leveraging wealth planning, investment and retirement solutions, I strive to nurture and grow each client relationship to manage and augment multi-generational wealth. Our clients are from the world over and transverse all age brackets – the young, the old, entrepreneurs, owner managers and generational wealth. They are all at different stages in their life and they all have different goals. The one thing all of our clients have in common is that they want to feel that their wealth is looked after and passed to future generations in a secure and tax efficient manner. CREDENTIALS: ⦿Wealth & Relationship Management / Private Bank ⦿Portfolio construction & management ⦿Asset allocation ⦿Client Facing: Financial Planning Advisor ⦿Financial research CONTACT ME: To contact me directly: ✉ [email protected] ☎ +971 561019561 Wealth Planner & Strategist | Goals Based Investment Consultant | Financial Planning Strategist | Estate & Succession Planning | Private Banking | UHNWI & HNWI