This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

FundForum Edge: Middle East
June 2023
Online

Malik Sarwar
Senior Partner and Managing Director, Wealth Management at Global Leader Group, USA

Profile

Malik has operated at the leading edge of the global wealth management industry for over 30 years across the US, Asia, and MENA. He has led Wealth Management organizations to market-leading positions by helping their clients achieve their life goals and dreams. He deploys a genuinely passionate style based on his “war stories”, motivating leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results.

Malik is a noted writer, speaker/panelist and frequent chair at industry conferences on: Moral leadership, WM best practices, incl. digital innovations and exceptional client experience; mega-trends like women’s empowerment, gen. wealth transfer; primary advisors and team leader’s excellence and financial advisory platforms/products innovation.

As Global Head of Sales Management/Wealth Development at HSBC, Malik renewed the company’s wealth business in 12 markets through a digital transformation program centered on client journeys that resulted in double-digit growth of client assets. Prior to that, he launched the wealth management proposition at Abu Dhabi Islamic Bank. He has also served as a Senior Executive at Permal, Merrill Lynch, and Citi. During his 7 years at Citi, he was the President of Citicorp Investment Services (US) and Head of Wealth Management (Asia), growing their franchises.

In 2017, out of his passion for leadership, Malik established K2 Leaders, his own consultancy firm. He also serves as an External Advisor to Bain and Co, a Senior Advisor to Singapore Consultancy and is the co-author of “Mechanics of Wealth Management”, a post-graduate certificate program with Informa/Middlesex University, UK.

Malik is an Advisor and, along with his wife Najmi, a Development Partner of Acumen, a pioneering social impact organization. He is also active with Developments in Literacy, a non-profit that provides education to underprivileged girls in rural Pakistan. Malik, Najmi, their two daughters, and two sons are avid hikers and scuba divers, and live in NY, NY.

Agenda Sessions

  • A snapshot of the topics ahead

    14:15
  • The Future of Wealth Management in the Middle East – Opportunities and Challenges

    14:20