Charles Salem Email & Phone Number

Beirut Governorate, Lebanon

Lebanon

Beirut, Lebanon

- Developed and implemented set-up strategy and governance, investment policies and operations plan in direct link with principals vision and guidelines.- Designed the investment framework for financial asset class investments from liquid (money market, equities, bonds...) to illiquid (real assets, private debt funds, private equity ...).- Sourced and mapped the Private Equity market through due diligence on private equity funds strategies.- Built-up in house reporting capabilities through daily and weekly reports. Identified and analyzed existing reporting management systems and market tools .- Liaised and established strong relationships with banks, custodians, investment management companies, legal counsels and all stakeholders involved in the family office business.

Beirut

- Managed and overviewed all BLF Private Banking and Wealth Management teams and operations.- Led the restructuring of the Private Banking department by implementing segmentation and key financial and performance indicators ( ROA, AUM , Sales dashboard).- Defined process of investment committee and implementation of decisions through advisory portfolios.- Liaised with all department of the bank internal (Capital Markets,Credit, Communication,Compliance, Operations..) and external (Funds,Brokers, Regulators, Custodian..) in order to increase the private banking department visibility and strong adherence to organization core values.- Led a team of experienced relationship managers and investment specialists to build, maintain plus retain UHNW clients delivering a full range of products and investments solutions.- Member of the Executive Committee, responsible for development and execution of strategic plan to grow the private banking franchise in Lebanon and Switzerland.- Head of the Investment committee of the Private Banking department .- Member of LF Finance Suisse Board of Directors (Groupe Banque Libano-Française).- Member of LF Funds Luxembourg Board of Directors .

Paris

- Led a team of private bankers delivering wealth and portfolio solutions to UHNWI . - Implemented and drove the strategy of MENA Private Banking activities in France. - Managed and oversaw the coverage of UHNWI and the daily execution of operations. - Ensured the leadership over all regulatory and compliance matters.

Paris

- Managed and supervised a department of products specialists & investment advisers. - Provided access for high net worth individuals to global financial markets. - Gave expert advice on asset allocation and capital markets investments (equity, fixed income, structured products, and alternative investments). - Delivered appropriate investment recommendations and assisted in implementation of strategies. - Monitored clients portfolios: performance, risk, and exposure. - Developed investment proposals and portfolio analysis . - Created, priced, marketed and delivered structured products and OTC derivatives on all asset classes (equity, interest rates, FX, and commodities) .

In charge of the trading desk, managing and coordinating investment activities:- Portfolio Management (Advisory and Discretionary), investing and trading in Equity (European and US markets), involved in all the operational steps from the research, analysis and development of equity strategies to the implementation stage: - Execution of orders in the bonds, equity and derivatives (options and futures) markets - Daily Monitoring of news events and their impact on the portfolio investments - Development of relationship with brokers and analysts - Support relationship managers in investments decisions - In charge of reporting (at the department level) and portfolio follow-up (at the customer level) - Syndication and placement of Emerging Market bonds (sovereign and corporate issuers) - Development and sales of structured products (Index and Equity linked notes) - Participated in the development of «BFO SICAV» an investment company with multiple sub-funds registered under the laws of Luxembourg: BFO Global Strategies, an alternative “fund of funds” organized as a multi manager fund BFO Europe Restructuring, a European equity “fund of funds” (combination of stock picking and long/short strategies).

Dess 203, Capital Markets And Corporate Finance

Business And Management