Deepak Khanna, Cfa Email & Phone Number

United Arab Emirates

Abu Dhabi, AE

Alpheya.com, a Wealth Tech venture backed by Lunate and BNY Mellon. A full suite of cloud-native, AI-powered wealthtech solutions designed to strip away the complexities of wealth management and deliver differentiated experiences, insights, and new opportunities for your business.

London, England, GB

Responsible for building Revolut’s Wealth and Trading products (Trading, crypto, commodities), design the operational setup and manage product performance for Singapore.

London, England, GB

London, England, GB

Interim CEO for Revolut in Singapore (Payments and Securities business)

London, GB

London, GB

London, GB

• Wealth business - Investments, FX, Insurance, Deposit, Debit card and Investment lending
• Scope – P&L, product management, digital, platforms, strategy, transformation, governance, advisory framework, customers experience and insights.
• WealthTech - mobile banking app (QuickFx); online trading (FX, equity broking, Unit Trust and Structured Products); Wealth dashboard; Asset allocation services (with Aladdin Blackrock).
• Member of a workgroup to drive strategy, partnerships and due diligence for digital Wealth in different markets in Asia - Singapore, HK, China, Malaysia, Taiwan, Indonesia, India, Australia, Philippines, Vietnam.

London, GB

Member of a strategic workgroup for HSBC Asia to drive digital wealth strategy (incl. M&A due diligence and Fintech partnerships) across key Asian markets.

Melbourne, Victoria, AU

• Develop and implement the Wealth Management business for ANZ Singapore in the Affluent customer segment across Onshore, Offshore and NRI clients.
• Responsible for extensive range of products - Mutual funds, Fixed Income, Equity, ETF, Structured products, Currency, Commodities, Treasury flow products, Insurance products (Legacy planning) and investment secured.
• Area of function include - Product development, Advisory (Investment, Treasury and Insurance), Trade Execution, Investment Communication and Governance functions.

Melbourne, Victoria, AU

• Responsible for defining and implementing wealth management product business across Wealth management & Retail segments for ANZ.
• Responsible for product strategy, financial performance and communication for investment, treasury & insurance products.

Gogarburn, GB

• Management of Bancassurance and liability business for Wealth, Consumer Finance and Commercial bank.
• Responsible for P&L goals, product management, partnership management, sales advisory, strategic planning and channel expansion.
• Responsible for developing differentiated insurance propositions across customer segments.
• Create Center of Expertise, provide direction and guidance on development of long-term strategy, franchise expansion, marketing, financial objectives and operational effectiveness.

Amsterdam, NL

• Responsible for product strategy, client proposition and marketing for NRI business from 2006-2007.
• Previously led the project for launch of NRI business for ABN AMRO Bank in Singapore in 2004.
• Led NRI business pilot projects in UAE & UK.

Amsterdam, NL

• Responsible for strategic projects to design products and implement processes for Liability, Investments, Bancassurance and NRI segments for the Consumer Bank.
• Involved in setting up distribution model for wealth products during its launch phase.
• Lead development and implementation of retail equity brokerage (online share trading platform).
• Implementation of technology centric initiatives like: Core Banking system (Finacle), Wealth Management systems, Internet & mobile banking products and Lead management systems.

Mumbai, Maharashtra, IN

• Responsible for marketing of Internet based products to retail and corporate clients in India.
• Implemented Internet and mobile commerce business for ICICI Bank in India.

B.Sc Hons, Physics

Mba, Marketing & Finance