Belal Mohammed Khan
Vessy
Summary
Financial Markets, Private Banking & Asset Management Executive - Versatile and seasoned Chief Investment Officer and Global Macro Strategist with a proven track record of designing and managing sophisticated investment portfolios. A holistic thinker with strong strategic foresight, adept at cross-asset class analysis, and highly skilled in developing innovative investment strategies. Demonstrated success in collaborating with internal and external stakeholders to drive optimized investment outcomes. A recognized thought leader, offering extensive experience and a comprehensive approach to portfolio construction and strategic investment management. Known for a mentoring mindset and exceptional team-building skills, fostering a collaborative, high-performance team culture.
Overview
38
38
years of professional experience
Work History
Consultant, Private Banking and Asset Management
KS Advisory
Geneva
06.2024 - Current
- Offer expertise as Outsourced Chief Investment Officer and Independent Investment Committee Member.
- Deliver tailored reports for specific topics, lectures, and presentations.
Executive Director, Chief Investment Officer
Geneva Management Group
Geneva
07.2021 - 02.2024
- Guided creation and management of investment portfolios
- Created investment themes for portfolio management
- Positioned portfolio ahead of business cycle shifts through dynamic allocations
- Devised innovative investment strategies for a diverse clientele
- Excel in delivering impactful speeches on macroeconomic and financial market trends
- Collaborated effectively with cross-functional teams, encompassing Risk, Compliance, and the investment team
Director, Chief Investment Officer - EU & MENA
HSBC Private Bank
Geneva
01.2016 - 06.2021
- Integral role in defining global investment strategy through committee collaboration
- Leveraged synergistic partnerships with global investment strategy teams across Europe, Asia, and the United States
- Collaborated with HNW/UHNW clients, Family Offices, and External Asset Managers on diverse investment topics.
- Gained recognition through thought leadership initiatives in various formats
- Conveyed complex financial concepts through strategic communication
- Positively impacted colleagues across regions through effective communication
- Provided allocation guidance based on cyclical and secular cycles
Director, Strategist, Foreign Exchange & Commodities
12.2009 - 01.2016
- Spearheaded strategic initiatives in foreign exchange and commodities for the bank
- Facilitated seamless collaboration across Europe, Asia, and the United States
- Developed and articulated global foreign exchange strategies
- Collaborated effectively across Europe, Asia, and the United States
- Partnered with CIO on developing the FX & Commodity segment of HSBC PB Quarterly Investment Outlook
- Offered strategic perspectives influencing thebank's strategies
- Critical participant influencing cross-asset allocation strategies.
Associate Director, Foreign Exchange & Commodities
07.2006 - 12.2009
- Managed client services with a focus on forex and metals
Vice President, Foreign Exchange Sales
Merrill Lynch Investment Bank
New York
01.2002 - 01.2005
- Provided expert guidance to institutional clients on achieving FX risk management goals
- Strategized discussions and offered trade recommendations
- Developed robust foreign exchange relationships with Central Banks in China, Taiwan, Malaysia, India, Hong Kong, Singapore, and Brazil
- Organized groundbreaking Merrill Lynch annual 'Central Bank Rates & FX Conference.'
- Provided strategic corporate advisory services to leading North American companies on foreign exchange matters.
Vice President, FX Sales
National Australia Bank
New York
01.1999 - 01.2002
Vice President, FX Sales
Royal Bank of Canada
New York
01.1996 - 01.1999
Senior - FX Sales
Bank of Tokyo
New York
01.1991 - 01.1996
Trader - FX
Fuji Bank Limited
New York
01.1990 - 01.1991
Systems Programmer
Fuji Bank Limited
New York
01.1987 - 01.1990
Education
B.B.A. - Finance
Lubin School of Business
01.1986
Diploma in Corporate Governance -
Corporate Governance Institute
03.2024
Skills
- Strategic Planning & Goal Setting
- Client Relationship Management & Requirements Assessment
- Team Leadership & Employee Development
- Analytical Thinking & Problem-Solving
- Best Practices Application & Failure Analysis
- Report Writing & Documentation
References
- Willem Sels, Global Chief Investment Officer, HSBC Global Private Bank, +44 7795 260329
- Aneta Krawczyk Petit, Executive Director, Pictet Wealth Management, +41 76 213 5658
- Mathieu Saint-Cyr, Former CEO, Geneva Management Group, +41 76 682 53 22
Personal Information
- Place of Birth: Spain
- Passport Number: USA
References
References available upon request.
Timeline
Consultant, Private Banking and Asset Management
KS Advisory
06.2024 - Current
Executive Director, Chief Investment Officer
Geneva Management Group
07.2021 - 02.2024
Director, Chief Investment Officer - EU & MENA
HSBC Private Bank
01.2016 - 06.2021
Director, Strategist, Foreign Exchange & Commodities
12.2009 - 01.2016
Associate Director, Foreign Exchange & Commodities
07.2006 - 12.2009
Vice President, Foreign Exchange Sales
Merrill Lynch Investment Bank
01.2002 - 01.2005
Vice President, FX Sales
National Australia Bank
01.1999 - 01.2002
Vice President, FX Sales
Royal Bank of Canada
01.1996 - 01.1999
Senior - FX Sales
Bank of Tokyo
01.1991 - 01.1996
Trader - FX
Fuji Bank Limited
01.1990 - 01.1991
Systems Programmer
Fuji Bank Limited
01.1987 - 01.1990
B.B.A. - Finance
Lubin School of Business
Diploma in Corporate Governance -
Corporate Governance Institute
Similar Profiles
Jasmine Kang Sodha, CFA Jasmine Kang Sodha, CFA null
Private Wealth Advisor & Financial Consultant at Famigos & KS AdvisoryPrivate Wealth Advisor & Financial Consultant at Famigos & KS Advisory
Clare WhiteClare White
Teaching Assistant at Benedictine College - Atchison KSTeaching Assistant at Benedictine College - Atchison KS
Tu Phong VoTu Phong Vo
Army NCO at Army National Guard KSArmy NCO at Army National Guard KS