The Investment advisory committee provides general advice to UCAP AM Asia on market outlook, investment strategies and special investment opportunities. Clement and Akshat also bring their extensive experience and expertise in financial markets to the team.
Prior to founding Capital Union Bank in 2013, Clément co-founded Union Capital Group SA in 2006 which has become a highly successful boutique financial advisor specializing in Capital Markets via derivatives & structured solutions dedicated to the private banking sector in Switzerland, Europe & Latin America. Furthermore, Clément is administrator of Lake Geneva Investments Partners, a Finma regulated asset manager focusing on niche investment strategies currently overseeing AUM’s in excess of USD 500 million. Clément formerly developed his expertise by working at HSBC Corporate & Investment bank as a derivatives and structured products specialist dedicated to family offices and independent asset managers in Europe. Clement earned a bachelor’s in Business Administration from ESSEC Business School in Paris.
Akshat has 19 years of financial markets experience in sales and advisory roles across asset classes. He has worked closely with High Net Worth Individuals as well as corporates, advising them on their investments and helping them manage their currency, interest rate and commodity risks.
Before joining UCAP, Akshat worked as an investment advisor with UBP and ANZ. Prior to that, he worked with global derivative brokerage houses like INTL FCStone and MF Global where he set up new product lines and was responsible for generating sales and revenues across those lines.
Akshat is a CFA® charterholder and holds a Post Graduate Diploma in Management with a specialisation in Finance.