Executive Team
About Me
Karishma’s career in the Financial Services industry spans over two decades. She has worked with various Multinational and Local banks in the UAE, mainly in Wealth Management and Private Banking. She has also worked as a Trust Advisor and Estate Planner with Trust and Estate Planning Companies.
She has been instrumental in advising High Net worth and Ultra High Net worth clients in the Middle East and Africa region on Estate and Succession Planning as well as Financial Structuring. In the Universal life Space, she has structured various Private Placement Life Insurance and Keyman Policies.
Karishma holds an MBA degree from The University of Leicester, United Kingdom. She is a qualified Trust and Estate Practitioner (TEP) and a member of STEP (Society of Trust and Estate Practitioners). She is also a MCSI (Member of the Chartered Institute of Securities and Investments), United Kingdom.
| Areas of expertise | Private Banking and Wealth Management for HNW and UHNW clients, Estate and Succession Planning Advisory, Trust Structuring and Cross-Border Asset Protection, Private Placement Life Insurance (PPLI) structuring, Financial and Investment Structuring |
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| Sectors | Financial Services, Private Banking, Wealth and Asset Management, Trust and Estate Planning, Insurance |
| Geographies | Middle East (UAE, GCC), Africa, United Kingdom |