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Malik S Sarwar
Advisor, Acumen & CEO at K2 Leaders Inc, NY

Profile

As a Wealth Management executive, Malik has operated at the leading edge of the Global Wealth Management industry with 30+ years of experience as a senior executive across the US, Asia, and MENA. He has a great breadth and depth of expertise in Wealth Management and Strategic Leadership, guiding organisations toward leadership positions that help their clients achieve their life goals and dreams. He deploys a genuinely passionate style in motivating leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results. Rooted in his extensive global experience, Malik’s war stories enable his audience to apply practical skills for enhancing overall business quality and productivity. 

As Global Head of Sales Management/Wealth Development at HSBC, Malik transformed the company’s Wealth Management business in 12 markets by growing client assets and fulfilling client needs through financial advisors and digital transformation programmes centered on client journeys. Prior to that, he launched the Wealth Management proposition at ADIB, which is now a leading player in MENA. He also served as a Senior Executive at Citigroup for 7 years as President of Citicorp Investment Services (US) and Head of Wealth Management (Asia), growing market share and profitability. He has additional leadership in frontline management experience at Merrill Lynch, Permal, and as a Senior Advisor with Bain & Company.

Currently, Malik is CEO of K2 Leaders Inc, a New York based Wealth Management advisory firm which provides teaching, coaching, and consulting for Wealth Management institutes, business schools, and financial industry clients. He chairs and is a noted speaker at industry conferences on: WM Best Practices East and West; mega-trends like ESG, women’s empowerment, digital innovations in WM; exceptional client experience; excellence in leadership; sales productivity growth; and financial advisory platforms/products
innovation.

Malik is a Senior Advisor to Singapore Consultancy and a Council Member of GLG. He is an Advisor and, along with his wife, Najmi, a Development Partner of Acumen. Malik, Najmi, their two daughters and two sons are avid scuba divers and hikers.

Agenda Sessions

  • Focus on investment opportunities in emerging markets – the what, why and how

    15:30
  • Aligning your distribution strategy – focus on private banks

    16:50
  • Meet the panellists: Aligning your distribution strategy – focus on private banks

    17:30
  • Taster Session – Online postgraduate course in Wealth Management

    11:50
  • Fireside Chat: Asset allocation - Where to bet your money on?

    12:20
  • Interview with a keynote: Eastern Electric - How Asia has become the epicentre of innovation

    16:30
  • Breaching the Void: NextGen customer engagement to overcome the D2C disconnect

    17:00
  • Asian CEO panel: Personal and financial wellbeing in the post-pandemic world

    09:40

Speakers at this event