Al Sada has been a great ambassador for Investcorp and his appointment not only reinforces our commitment to maintain a longstanding relationship with clients in the GCC, but also reflects the strengths and high caliber of Investcorp’s new generatio
Colam was Head of Private Banking with Bank of Scotland, part of the Lloyds Banking Group, from 2007-2009.
Most recently, Roth worked for a renowned consulting firm, where he assisted and supported leading national and international retail and universal banks as well as helping asset and wealth managers achieve their digital ambitions.
Karl Sternberg, the Company’s Senior Independent Director, will stand down from the Board on 30 June 2021.
The 43-year-old Haefliger, who previously worked in asset management and was most recently head of sales at MFM Mirante Fund Management, has Claudia Neeser as his deputy, who also heads the services division.
“Our three new Partners and two new Managing Directors have demonstrated their commitment to the values of our firm, through the excellence of their work, their integrity and their constant client focus.”
Coleman joins from financial technology firm Wealth Wizards, where he helped the business develop its technology to support automated advice solutions for advisers across both retail and workplace financial planning.