Brendan Whitely
Head of Investment Advisory - Wealth Management @Emirates NBD
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WORK HISTORY
Head of Investment Advisory - Wealth Management @Emirates NBD
London, GB
EDUCATION
Chartered Institute for Securities and Investment
Private Client Investment Advice & Management Certificate (FCSI)
The University of Western Australia
Bachelor of Commerce (B.Com.)
FINSIA
Graduate Diploma in Applied Finance & Investment (FFin)
CPA Australia
Certified Practising Accountant (CPA)
SKILLS
ABOUT BRENDAN WHITELY
Over 30 years’ experience in wealth and asset management including client advisory and investment sales across a wide range of solutions (structured derivative products, traditional and alternative funds, private markets and discretionary mandates). I enjoy working with clients and professional advisors to understand their investment needs and advising on solutions to meet them.I have a proven ability to understand client requirements, articulate ideas and suitable solutions at a level appropriate and understandable to the recipient whilst building trusted professional relationships with external and internal clients.I also have experience in successfully building and leading teams through significant change and collaborating with investment and wealth structuring teams across multiple locations to deliver innovative client solutions. Most recently advising clients via segregated mandates designed to meet specific investment objectives aligned with their views and investment guidelines.
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