Co-Founder & Executive Partner
ASSETS Financial AdvisoryAdvised private clients with assets under management exceeding USD 100 million.
Full role & institutionExecutive expertise
Financial Advisory
Investment planning aligned with client priorities and long-term relationships.
Overview
Loay co-founded ASSETS Financial Advisory and led its strategic development, service offering and private-client relationships. His advisory approach combines investment planning with the relationship discipline developed across private banking and portfolio leadership.
Focus areas
- Investment and financial planning
- Portfolio guidance and implementation
- Private-client relationship management
- Advisory service development and market growth
Relevant Experience
Private Banking Leadership
Saudi American Bank, NCB and Banque Saudi FransiDeveloped long-term client relationships through tailored financial and investment solutions.
Full role & institutionProfessional enquiries