Wally OkbySenior Analyst, Wealth Management at Aite Group
Wally Okby is a senior analyst for Aite Group’s Wealth Management practice, focusing on international private banking and socially responsible investments. He has covered the offshore private banking space for 10 years while living in Luxembourg and Dubai. His mandate was to provide hands-on investor relations as well as private banking and wealth management solutions to ultra-high-net-worth and family offices in emerging markets. Accounts and trusts were opened in various global jurisdictions, such as Zurich, Geneva, Singapore, Luxembourg, London, and New York.
Prior to joining Aite Group, Mr. Okby was a senior director for Societe Generale Private Bank, vice president and senior private banker for Citi Private Bank, and head of private banking at AIG (Falcon) Private Bank in Dubai. Between 1993 and 2008, Mr. Okby held research, strategy, and consulting roles at other top-tier global asset management and financial institutions in New York, including Morgan Stanley, Prudential Financial, BlackRock, and AIG Investments.
Most recently, Mr. Okby was vice president of investor relations for Capital Good Fund, a U.S.-based nonprofit microlender. He was also head of investor relations and distribution for Eureeca.com, the world’s first globally licensed crowdfunding market (U.K., Malaysia, the Netherlands, and the United Arab Emirates).
Mr. Okby holds a bachelor’s degree in Economics from State University of New York at Albany and an MBA from Fordham Graduate School of Business. He is fluent in English and Arabic.