Bertie Lombard Email and Phone Number
Bertie Lombard work email
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Bertie Lombard personal email
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.
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Associate PartnerEmif Group Jul 2024 - PresentSouth Africa -
Co-Founder | Renewable Energy | Infrastructure | Capital AdvisoryAdvised Transaction Services Sep 2023 - PresentSouth Africa
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Founding Team | Capital Structuring | Clean Energy | InfrastructureDiligised Mar 2022 - Sep 2023South Africa -
Wholesale Banking/Cib- Managing DirectorHome Base Mar 2020 - Feb 2023South AfricaA pragmatic solutions-focused and experienced business leader, enthusiastically looking for suitable roles across Africa and the GCC in the financial services/banking industry. -
Head Of Corporate Finance (Interim)National Bank Of Fujairah Jan 2018 - Nov 2019Uae● 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. -
Family Break/Consultant/PrincipalHome Base Jan 2015 - Nov 2017South AfricaAfter 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. -
Assistant General ManagerCommercial Bank Oct 2011 - Dec 2014Doha, QatarKey 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. . -
Managing Director-Head Investment Bank Advisory, Managing Director-Head Coverage And OriginationAl Rajhi Capital Jan 2009 - Dec 2010Riyadh● 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. -
Assistant General ManagerAl Rajhi Bank Jan 2007 - Dec 2008Riyadh● 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. -
Director-Business DevelopmentStandard Bank Group May 2006 - Nov 2006Johannesburg 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. -
Managing Director/CeoBarclays Nov 2002 - Feb 2006JohannesburgExecutive 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. -
Vice PresidentCiti Aug 1998 - Oct 2002Johannesburg Area, South AfricaIndustry coverage head-Southern Africa Corporate Banking
Bertie Lombard Skills
Bertie Lombard Education Details
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Agricultural Economics -
Cedara Agricultural CollegeAgriculture, General -
Port Shepstone High SchoolMatric
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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Bertie Lombard
Franchise Owner Rawson Faerie Glen /Waterkloof And Attorney At Rawson And Lombard Muller En Vennote IncCity Of Johannesburg -
Bertie Lombard
Jeffreys Bay -
1lommul.co.za
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