Abdulaziz Alghamdi

Participate in develop and implement the asset management department plans and strategy. Supervise manage Equity, Real estate and Money market funds and discretionary portfolios across the GCC and MENA region(Total AUMs is SAR 1.4 billion), and monitor on performance. Participate in develop and implement the investment strategies and policies for funds and discretionary portfolios through the investment committee. Create and develop new investment products through its various stages. Assess the correct exposures in line with risk tolerance factors and react to the new situations such as IPO's and other opportunities that may be available for the funds and portfolios. Analyze financial data and apply macroeconomic and industry analysis. Work with and lead the Research Team to keep track with the fundamentals of the market and stay up to date on the development of companies’ in the market. Staying up to date on the market, sectors and companies from a technical prospective. Made presentations and client visits with the CEO and wealth managers. Conduct initial and follow up meeting with high net worth and institutional clients to determine their financial position, investment preferences and risk tolerance and gather and analyze their information to set the optimal investment strategy and prepare proposals for them. Board Member of KASB Freestyle Fund, KASB Dividend Fund, KASB IPO Fund and KASB Murabaha Fund. Member of the Asset Management Investment Committee.