Educational background:
Master of Law, with 25 years of experience in financial services and international wealth and tax planning.
Professional stations:
Founder of the 1291 Group and a number of other companies in different sectors.
Important values:
I believe in family and long term relationships. I want to help my clients with all my experience and network. In all my undertakings I try to create a win-win situation for all parties involved.
Educational background:
Master of Law, with 25 years of experience in financial services and international wealth and tax planning.
Professional stations:
Founder of the 1291 Group and a number of other companies in different sectors.
Important values:
I believe in family and long term relationships. I want to help my clients with all my experience and network. In all my undertakings I try to create a win-win situation for all parties involved.
Educational background:
Bachelors of Science in Information Technology (BSIT) at Jose Rizal University.
Professional stations:
Years of hands-on experience in corporate structuring, customer service, administrative and legal support. A strong knowledge and understanding of setting up corporate offshore structures as well as onshore companies in the United Arab Emirates.
Important values:
To accomplish great things, we must not only act, but also dream, not only plan, but also believe.
Educational background:
She is a finance major with Financial Modeling and Valuation Analyst (majoring in Mergers and Acquisitions) certified and studied Venture Finance at Oxford University.
Professional stations:
With over 17 years of cross-functional and cross-industry experience, Priyanka is a thorough professional with a proven track record of successfully managing various assignments aligning with the overall objectives of the organization. She has been an integral part of A-listed organizations in the past. Her last project was with Quilter PLC where she was the Global Head of Banking – Sales, and Strategy, based out of the UK. Due to her previous projects, she has worked in international markets like Switzerland, Europe, the UK, Singapore, UAE, Africa, and Latin America.
Educational background:
Master of Finance – Corporate Finance; Bachelor of Commerce – Finance & Marketing
Professional experience:
Xiao brings a wealth of experience to her role and the team in the UAE. She began her career in 2016 in Dubai after completing her undergraduate studies. She later relocated to Hong Kong to pursue an opportunity in the financial services industry, before joining 1291 Group in 2020. She moved back to Dubai in 2024 to become 1291 Group's Head of Administration for the region.
Important values:
The harder you work, the luckier you get.
Educational background:
Majored in Economics & Politics (MA) from the University of Hull, UK. Apart from that I have advanced AML & Compliance certification from ICA and holds a PMP certification.
Professional stations:
Started the career with an asset management company in 2002 in London. Worked for 17 years with Quilter International (formerly called Skandia Intl/Old Mutual Intl) in Operations, E Business and progressed to the role SEO and Head of Operations in Dubai.
Important values:
I believe courage is really important to seek out new challenges to act in spite of fear. Equally empathy is important to understand things from a different perspective.
Educational background:
MBA in Banking & Finance,
BCom specializing in Business Taxation
Professional stations:
8+ years in banking industry, started working in a bank as a campus placement & then worked at HSBC Dubai in various roles & moved to a growing local bank. Last 2 years was part of the oldest Takaful Insurance Company in the region.
Important values:
Positive energy radiates & creates a peaceful environment to grow & flourish.
Educational background:
Bachelors of Commerce (BCom) in Financial Accounting and Auditing, coupled with expertise gained through an Executive Secretarial Diploma.
Professional stations:
Results-driven professional with over 18 years of proven success in providing meticulous and adept administrative support to C-Suite Executives. Demonstrated expertise gained in dynamic business landscapes of both Dubai and Calgary. Recognized for a proactive problem-solving approach and serving as a pivotal liaison between cross-functional business units and clients.
Important values:
Challenges are what make life interesting; overcoming them is what makes life meaningful.
Educational background:
Bachelors of Law (LLB) - University of Pretoria - 2012
Professional stations:
Stations: Admitted practicing attorney in the High Court of South Africa since 2014. Wealth structuring specialist advising several family offices, advisers and private clients in the Middle East and Asia at Trident Trust (Dubai).
Important values:
Life is the equivalent of a persons choices and the value of life is measured by relationships that you keep and the choices that you make.
Educational background:
20 years of experience in financial services, Fintech Author of four economic books
Professional stations:
Established GNC Ltd, Liri Holdings, director of PFS Ltd, 1291Group
Important values:
I believe in honesty and loyalty, which are the basis of any good and fruitful relationship.
I value individual freedom. I strive to bring innovative and creative solutions to my clients.
Educational background:
MBA from The University of Leicester, United Kingdom qualified Trust and Estate Practitioner (TEP), member of STEP. Karishma is also a member of Chartered Institute of Securities and Investments (MCSI). She speaks English and Hindi fluently.
Professional stations:
With over two decades of experience in the Financial Services industry, Karishma brings a wealth of expertise garnered from her tenure with various Multinational and Local banks in the UAE. Specializing in Wealth Management, Private Banking, Trust Advisory, Estate and Succession Planning, she has provided guidance to High Net Worth and Ultra High Net Worth clients across the Middle East and Africa. She has been instrumental in structuring complex Keyman Insurance and Private Placement Life Insurance Policies.