Company

Julius Baer

Position

Managing director

Index

UHNW Wealth Managers

Wealth Managers - Middle East

Location

Dubai

Advice type

Wealth management

Wealth preservation

Wealth structuring

Client Types

HNW

International UHNWs

UHNW

UHNW families

Sector Focus

Wealth Management & Private Banking

Financial Services

Geographical Focus

Middle East

United Kingdom

Monaco

Mazy Moghadam

Spear’s Review

‘I’ve been doing this for a fair amount of time,’ Julius Baer managing director Mazy Moghadam told Spear’s. He began his career as an associate at Morgan Stanley in 1997 before serving as a director at Goldman Sachs and J.P. Morgan. He joined Julius Baer in 2013 as part of an expansion of the private bank’s London advisory team. 

Moghadam has spent the past decade supporting private clients with their wealth management and investment needs. He has spent his career advising UHNWs across global wealth hubs including London and Monaco. His latest challenge is Dubai, where he focuses on building the bank’s presence in the UAE and wider Gulf region. ‘My next push is to tackle local clients, particularly in Abu Dhabi and Saudi Arabia,’ he revealed. ‘Abu Dhabi is on the charm offensive right now, attracting wealthy investors.’

Moghadam holds an MBA from Harvard Business School and a degree from Wharton.

Rank: Top Recommended

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