Bertie Lombard

Bertie Lombard Email and Phone Number

Co-Founder @ Advised Transaction Services | CME 1, B.Com. @ EMIF Group
Bertie Lombard's Location
KwaZulu-Natal, South Africa, South Africa
Bertie Lombard's Contact Details

Bertie Lombard work email

Bertie Lombard personal email

n/a
About Bertie Lombard

Bertie is a co-founder of Advised Transaction Services, a company that provides innovative and customized solutions for capital structuring, clean energy, and infrastructure projects. He has over 30 years of experience in wholesale banking, corporate and investment banking, and financial risk management, with a focus on emerging markets in Africa and the GCC. He holds a CME 1 certification from the Capital Markets Authority Saudi Arabia and a Bachelor of Commerce in Economics from the University of South Africa.As a global banking executive, Bertie has a proven track record of launching, transforming, and guiding diverse and high-performing teams, delivering on financial results, market share, and stakeholder satisfaction, and executing complex and strategic projects involving organizational redesign and change. He is a passionate leader who values loyalty, relationships, and emotional intelligence, and who strives to find workable solutions for any challenge with a positive outcome for all parties. He has strong negotiation skills and a collaborative approach to working with core stakeholders, and he is always ready to tackle nuanced and uncertain environments with his exceptional vision, drive, and skill.

Bertie Lombard's Current Company Details
EMIF Group

Emif Group

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Co-Founder @ Advised Transaction Services | CME 1, B.Com.
Bertie Lombard Work Experience Details
  • Emif Group
    Associate Partner
    Emif Group Jul 2024 - Present
    South Africa
  • Advised Transaction Services
    Co-Founder | Renewable Energy | Infrastructure | Capital Advisory
    Advised Transaction Services Sep 2023 - Present
    South Africa
  • Diligised
    Founding Team | Capital Structuring | Clean Energy | Infrastructure
    Diligised Mar 2022 - Sep 2023
    South Africa
  • Home Base
    Wholesale Banking/Cib- Managing Director
    Home Base Mar 2020 - Feb 2023
    South Africa
    A pragmatic solutions-focused and experienced business leader, enthusiastically looking for suitable roles across Africa and the GCC in the financial services/banking industry.
  • National Bank Of Fujairah
    Head Of Corporate Finance (Interim)
    National Bank Of Fujairah Jan 2018 - Nov 2019
    Uae
    ● Mandated to build the first-ever corporate finance advisory offering for NBF. ● Developed and rolled out a Learning and Development Curriculum for the coverage team.● Engaged with client base for opportunities in Capital Advisory, Acquisition Finance Advisory, Merger and Acquistiion and General Corporate Advisory.
  • Home Base
    Family Break/Consultant/Principal
    Home Base Jan 2015 - Nov 2017
    South Africa
    After an 18 month spell of separation from my family, I returned home to support my youngest daughter through her final year of schooling.Support strategy and design of innovative package of debt products to the sugar grower industry within the growing region in South Africa.Lead discussion and engagement with commercial funders, investors and DFI's to raise funding to support the sugar industry.Lead discussion with global insurers (SwissRe) to formulate first of kind insurance wrap to add support to crop finance debt products and portfolio risk mitigation.Binding offer of terms and conditions successfully concluded.
  • Commercial Bank
    Assistant General Manager
    Commercial Bank Oct 2011 - Dec 2014
    Doha, Qatar
    Key executive recruited to catalyse and embed a market-leading corporate banking approach for the then 2nd largest bank in Qatar. Curated an opportunity-based portfolio comprising 30% of total bank lending and 20% of total gross (interest and fee) income and developed the next generation of leaders to drive a sustainable business future. Through tremendous drive and resilience in a challenging market, achieved gains in asset, liability and income growth targets for a US$5,5Bn portfolio in lending, trade finance, asset finance and treasury products. ● Served as an Executive Committee Member responsible for a US$5,5Bn portfolio in Loans, Trade Finance, Asset Finance and Treasury products. ● Directed a team of 20 coverage bankers.● Increased the wholesale banking loan book by 5% that represented 30% of total loans for the organisation and yielded 20% of gross Bank revenue.● Maintained a strategic focus on asset and liability growth, portfolio income enhancement against target, relationship profitability and appropriate risk management best practices.● Successfully closed a 10-year, dual-tranche, multi-bank, syndicated loan (circa. US$1Bn) as Mandated Lead Arranger for Doha Festival City.● Led the Bank’s participation in circa US$1Bn commercial bank facility for Qatar Petroleum, Barzan Refinery. .
  • Al Rajhi Capital
    Managing Director-Head Investment Bank Advisory, Managing Director-Head Coverage And Origination
    Al Rajhi Capital Jan 2009 - Dec 2010
    Riyadh
    ● Directed the launch of an Islamic investment bank by planning and resourcing for offerings in Corporate Finance, Real Estate Finance and Advisory, Initial Public Offering (IPO), Mergers and Acquisitions and Fixed Income (sukuk) Advisory and Management.● Initiated and executed complex high-profile financing for large-scale projects in the Kingdom of Saudi Arabia (KSA).● Secured a mandate to advise and arrange financing for the Jabal Omar (Makkah) real estate infrastructure project of US$3Bn.● Executed on a US$600m equity rights issue advisory for Zain KSA. Acted as Mandated Lead Arranger for a US$2,5Bn syndicated Islamic bridge facility.● Led the coverage team and actively participated as deal team member for the ACWA Power (Rabigh) US$2Bn project financing in the first ever Independent Water and Power Plant (IWPP) in KSA.
  • Al Rajhi Bank
    Assistant General Manager
    Al Rajhi Bank Jan 2007 - Dec 2008
    Riyadh
    ● Managed ninety coverage bankers across KSA to deliver a loan portfolio of US$12Bn.● Directed the restructuring and change leadership for ARB-CB by focusing on relationship management and product knowledge in trade and transactional banking, treasury, and financial advisory in Shariah-compliant funding.● Capitalized on changing the macro environment to lead Al Rajhi Bank as Islamic funder for large infrastructure project financing.● Successfully increased the wholesale loan book revenue to US$400m during the period.● Led on the execution effort for the US$400m project financing for Red Sea Gateway Terminal, the first privately funded infrastructure development at the time.● Bi-lateral lead on a US$265m MT Islamic funding for Saudi Telecom.● Acted as Mandated Lead Arranger for a US$2,8Bn Islamic syndicated loan for Mobily KSA.
  • Standard Bank Group
    Director-Business Development
    Standard Bank Group May 2006 - Nov 2006
    Johannesburg Area, South Africa
    ● Led Corporate Investment Banking business development teams in relationship and customer development. ● Responsible for all CIB activities and teams in Nigeria, Malawi, Zambia, and Ghana.● Presented to the country credit committee at central head office.
  • Barclays
    Managing Director/Ceo
    Barclays Nov 2002 - Feb 2006
    Johannesburg
    Executive leadership role instrumental in facilitating a smooth integration of Barclays SA Operations into ABSA Capital, the largest acquisition by Barclays Plc outside of its home base. Optimised revenue, profit and operational efficiencies. Introduced strategic planning to capitalise on product portfolio management across non-presence Africa markets.
  • Citi
    Vice President
    Citi Aug 1998 - Oct 2002
    Johannesburg Area, South Africa
    Industry coverage head-Southern Africa Corporate Banking

Bertie Lombard Skills

Management Leadership Strategy Sales Investment Banking Relationship Management Process Improvement Strategic Planning Training Project Management Microsoft Word Microsoft Office Portfolio Management Financial Risk Banking Risk Management Credit Risk Financial Analysis Business Strategy Credit Analysis Change Management Commercial Banking Project Finance Business Planning Business Development Credit Emerging Markets Teamwork Executive Leadership Organizational Leadership Enterprise Marketing Marketing Corporate Finance Financial Services Financial Advisory Team Leadership Financial Markets Team Building Executive Management Analytical Skills Customer Service Loans Financial Structuring

Bertie Lombard Education Details

Frequently Asked Questions about Bertie Lombard

What company does Bertie Lombard work for?

Bertie Lombard works for Emif Group

What is Bertie Lombard's role at the current company?

Bertie Lombard's current role is Co-Founder @ Advised Transaction Services | CME 1, B.Com..

What is Bertie Lombard's email address?

Bertie Lombard's email address is be****@****sed.com

What schools did Bertie Lombard attend?

Bertie Lombard attended University Of South Africa/universiteit Van Suid-Afrika, University Of Kwazulu-Natal, Cedara Agricultural College, Port Shepstone High School.

What skills is Bertie Lombard known for?

Bertie Lombard has skills like Management, Leadership, Strategy, Sales, Investment Banking, Relationship Management, Process Improvement, Strategic Planning, Training, Project Management, Microsoft Word, Microsoft Office.

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