AboutInvestment AdvisoryCo-InvestmentMerchant BankingNewsPeopleContactPeopleAlvarium has over 200 employees and 25 Partners working across North America, Europe and Asia Pacific.RolesA-ZLocationPerson— Shahrzad AtaiManaging Director, Investment AdvisoryShahrzad Atai is a Managing Director at Alvarium Private Office. Prior to joining Alvarium, Shahrzad founded and headed the Middle East desk of a London Mayfair Law Firm.Person— Yousif BanayotiManaging Director, Investment AdvisoryYousif Banayoti is a Managing Director in the Investment Advisory division and leads the MENA Client Coverage. Yousif is a financial specialist and highly experienced in providing cross-asset financial solutions to Private Clients, Family Offices, Corporates and Sovereign Wealth Funds.Person— Nick BarkerAssociate Partner, Chief Compliance OfficerNick is an Associate Partner and Chief Compliance Officer at Alvarium, with overall responsibility for compliance in the group’s regulated firms globally.Person— Neil BeatonPartner, Chief Investment OfficerNeil is a Partner and Chief Investment Officer at Alvarium. He has more than 30 years of experience in the investment management industry and has been a Partner at Alvarium since 2011, when he led a management buyout of Deloitte’s Investment Advisory business, of which he was the partner in charge.Person— Ali BouzarifPartnerAli Bouzarif is a Member of the Executive Board and Partner of Alvarium. Prior to joining Alvarium, Ali spent over a decade at the Qatar Investment Authority leading the Investment Execution Group which was responsible for sourcing, structuring and executing investments globally across asset classes.Person— Clara BullrichPartner, Investment AdvisoryClara is a Partner at Alvarium. She has more than 18 years of experience in private banking and asset management.Person— Robert BurtonPartnerRobert is a Partner at Alvarium. He has more than 30 years of experience in the finance industry, of which the past 20 have been spent in a fiduciary services environment.Person— Edward CainPartnerEdward is a Partner at Alvarium. He has worked in the private wealth industry as a lawyer and business owner for more than 25 years.Person— Ken CostaPartner, Co-ChairmanKen is a Partner and Co-Chairman at Alvarium. He is the Founder of Ken Costa Strategic and has been involved in investment banking for more than 35 years.Person— Julian CulhanePartner, Merchant BankingJulian is a Partner at Alvarium. In 2011 he founded Lepe Partners, an independent merchant bank focused on the media, internet and consumer sectors.Person— Stuart DaviesPartner, Investment AdvisoryStuart is a Partner at Alvarium. He has close to 30 years of experience of providing investment advisory and consulting services to a wide range of private individuals, families, trusts and charities in the UK and overseas.Person— Ricardo de la SernaPartner, Investment AdvisoryRicardo is a Partner at Alvarium. He is a director of the Miami-based subsidiary of Alvarium, acquired in 2014 from Guggenheim Partners, a global investment and advisory firm.Person— Shahrzad AtaiManaging Director, Investment AdvisoryShahrzad Atai is a Managing Director at Alvarium Private Office. Prior to joining Alvarium, Shahrzad founded and headed the Middle East desk of a London Mayfair Law Firm.Person— Nick BarkerAssociate Partner, Chief Compliance OfficerNick is an Associate Partner and Chief Compliance Officer at Alvarium, with overall responsibility for compliance in the group’s regulated firms globally.Person— Ali BouzarifPartnerAli Bouzarif is a Member of the Executive Board and Partner of Alvarium. Prior to joining Alvarium, Ali spent over a decade at the Qatar Investment Authority leading the Investment Execution Group which was responsible for sourcing, structuring and executing investments globally across asset classes.Person— Robert BurtonPartnerRobert is a Partner at Alvarium. He has more than 30 years of experience in the finance industry, of which the past 20 have been spent in a fiduciary services environment.Person— Ken CostaPartner, Co-ChairmanKen is a Partner and Co-Chairman at Alvarium. He is the Founder of Ken Costa Strategic and has been involved in investment banking for more than 35 years.Person— Stuart DaviesPartner, Investment AdvisoryStuart is a Partner at Alvarium. He has close to 30 years of experience of providing investment advisory and consulting services to a wide range of private individuals, families, trusts and charities in the UK and overseas.Person— Yousif BanayotiManaging Director, Investment AdvisoryYousif Banayoti is a Managing Director in the Investment Advisory division and leads the MENA Client Coverage. Yousif is a financial specialist and highly experienced in providing cross-asset financial solutions to Private Clients, Family Offices, Corporates and Sovereign Wealth Funds.Person— Neil BeatonPartner, Chief Investment OfficerNeil is a Partner and Chief Investment Officer at Alvarium. He has more than 30 years of experience in the investment management industry and has been a Partner at Alvarium since 2011, when he led a management buyout of Deloitte’s Investment Advisory business, of which he was the partner in charge.Person— Clara BullrichPartner, Investment AdvisoryClara is a Partner at Alvarium. She has more than 18 years of experience in private banking and asset management.Person— Edward CainPartnerEdward is a Partner at Alvarium. He has worked in the private wealth industry as a lawyer and business owner for more than 25 years.Person— Julian CulhanePartner, Merchant BankingJulian is a Partner at Alvarium. In 2011 he founded Lepe Partners, an independent merchant bank focused on the media, internet and consumer sectors.Person— Ricardo de la SernaPartner, Investment AdvisoryRicardo is a Partner at Alvarium. He is a director of the Miami-based subsidiary of Alvarium, acquired in 2014 from Guggenheim Partners, a global investment and advisory firm.Person— Shahrzad AtaiManaging Director, Investment AdvisoryShahrzad Atai is a Managing Director at Alvarium Private Office. Prior to joining Alvarium, Shahrzad founded and headed the Middle East desk of a London Mayfair Law Firm.Person— Neil BeatonPartner, Chief Investment OfficerNeil is a Partner and Chief Investment Officer at Alvarium. He has more than 30 years of experience in the investment management industry and has been a Partner at Alvarium since 2011, when he led a management buyout of Deloitte’s Investment Advisory business, of which he was the partner in charge.Person— Robert BurtonPartnerRobert is a Partner at Alvarium. He has more than 30 years of experience in the finance industry, of which the past 20 have been spent in a fiduciary services environment.Person— Julian CulhanePartner, Merchant BankingJulian is a Partner at Alvarium. In 2011 he founded Lepe Partners, an independent merchant bank focused on the media, internet and consumer sectors.Person— Yousif BanayotiManaging Director, Investment AdvisoryYousif Banayoti is a Managing Director in the Investment Advisory division and leads the MENA Client Coverage. Yousif is a financial specialist and highly experienced in providing cross-asset financial solutions to Private Clients, Family Offices, Corporates and Sovereign Wealth Funds.Person— Ali BouzarifPartnerAli Bouzarif is a Member of the Executive Board and Partner of Alvarium. Prior to joining Alvarium, Ali spent over a decade at the Qatar Investment Authority leading the Investment Execution Group which was responsible for sourcing, structuring and executing investments globally across asset classes.Person— Edward CainPartnerEdward is a Partner at Alvarium. He has worked in the private wealth industry as a lawyer and business owner for more than 25 years.Person— Stuart DaviesPartner, Investment AdvisoryStuart is a Partner at Alvarium. He has close to 30 years of experience of providing investment advisory and consulting services to a wide range of private individuals, families, trusts and charities in the UK and overseas.Person— Nick BarkerAssociate Partner, Chief Compliance OfficerNick is an Associate Partner and Chief Compliance Officer at Alvarium, with overall responsibility for compliance in the group’s regulated firms globally.Person— Clara BullrichPartner, Investment AdvisoryClara is a Partner at Alvarium. She has more than 18 years of experience in private banking and asset management.Person— Ken CostaPartner, Co-ChairmanKen is a Partner and Co-Chairman at Alvarium. He is the Founder of Ken Costa Strategic and has been involved in investment banking for more than 35 years.Person— Ricardo de la SernaPartner, Investment AdvisoryRicardo is a Partner at Alvarium. He is a director of the Miami-based subsidiary of Alvarium, acquired in 2014 from Guggenheim Partners, a global investment and advisory firm.More