Guest bios
- Maurice Gravier has served as Group Chief Investment Officer of Emirates NBD, Dubai's biggest bank.
- Mark Chahwan co-founded Sarwa, a one-stop investment and personal finance platform in the Middle East.
- Gravier began at Natixis Asset Management in Paris and moved to Lombard Odier in Geneva before coming to Dubai in 2017.
Maurice Gravier and Mark Chahwan have built careers on either side of wealth management, at an established bank and at a challenger platform. Gravier has served as Group Chief Investment Officer of Emirates NBD, overseeing investment policy, process, strategy and security selection for the wealth businesses of Dubai's biggest bank. A French national with a master's from ESCP Europe, he began at Natixis Asset Management in Paris, moved to Lombard Odier in Geneva, and came to Dubai in 2017, first joining the executive committee of a multi-billion-dollar family office. Chahwan co-founded Sarwa, a one-stop investment and personal finance platform in the Middle East, after roles at Accenture Strategy in banking and wealth management and at one of Canada's largest pension funds. He began at BLOMINVEST Bank and holds a Bachelor of Commerce from McGill University. Sarwa has passed AED 10 billion in cumulative trading volume.
Show notes
Welcome to this episode of Money Majlis where Suvo Sarkar debates the impact of “The Great Wealth Transfer” with two leading professionals from the industry, one an incumbent and the other a challenger: Maurice Gravier, chief investment officer, Emirates NBD and Mark Chahwan, founder & CEO of Sarwa.
Are millennials more interested in good advice for investing, or in best-in-class digital channels for self service? Do next-generation investors prefer choice or focus? Should wealth managers create specific products for younger customers? Is ESG investing a passing fad or an important trend? And will digital apps soon take over from human Relationship Managers?
Sarkar, Gravier and Chahwan discuss these and other topics like long-term investing versus short-term trading, simplicity versus complexity, passive versus active funds and crypto versus gold.
As USD 100 trillion changes hands in the next 25 years, what does the inter-generational mean for the wealth management industry? Listen in to make your own conclusions.
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