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Meet the Advisory Team

Meet the Advisory Team

Your Advisory Team

Our team of specialists are available to advise you on your unique wealth goals, to complement your Relationship Manager. As a Citigold Private Client you can contact our specialists at your leisure for tailored wealth advice.

Your FX Counsellors

Joe Bond
Telephone:
+44 (0) 207 986 8089
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Joe Bond 

Personal introduction

Prior to joining Citi as an FX Counsellor, Joe spent four years as the Director of a start-up FX broker. His earlier roles were as an FX Dealer based in London and the Middle East. He is a keen traveler and enjoys skiing each season.

Experience & qualifications

  • CISI Level 4 Investment Advice Diploma Chartered Institute for Securities and Investment
  • Bachelor’s Degree, Business and Economics (Joint Honours), University of Kent
Alex O
Telephone:
+44 (0) 207 986 8154
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Alex O'Mahony 

Personal introduction

Alex joined Citi in 2017 and operates on the FX Desk, providing advisory and executional services to the clients within the wealth management division. Prior to joining the team, he served for four years at a leading FX brokerage within Corporate Sales and Dealing, providing FX solutions to clients ranging from instant execution to more structured products and hedges.

Experience & qualifications

  • CISI Level 4 Investment Advice Diploma Chartered Institute for Securities and Investment
  • CISI Level 4 Certificate in Investment Management
Ross Hammond
Telephone:
+44 (0) 207 986 8795
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Ross Hammond 

Personal introduction

Ross has recently joined Citi on the FX desk, having come from a background at an FX Brokerage for over 3 years as a Senior Dealer and FX Analyst. He specialised in hedging structures and risk management, and providing clients and internal stakeholders with market analysis and forecasting.

Prior to FX he indulged in the music industry, and is a keen musician in his free time.

Experience & qualifications

  • CISI Level 4 Certificate in Investment Management
  • Masters Degree, International Management, University of Strathclyde
  • Bachelors degree, Economics & Music, University of Glasgow

Your Portfolio Counsellors

James Sanders
Telephone:
+44 (0) 207 508 1611
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James Sanders 

Personal introduction

Before joining Citi as a Portfolio Counsellor, James worked for Barclays Investment Bank in new product development, non-core asset divestment and most recently as part of the Brexit response team.

Prior to that he was employed at a closely held investment fund where he worked in equity derivatives sales and trading.

Experience & qualifications

  • CISI Level 4 Investment Advice Diploma (Securities & Derivatives), Chartered Institute for Securities and Investment
  • CFA Charterholder
  • CAIA Charterholder
  • Masters Degree, Finance, London School of Economics (LSE)
Rahul Pahwa
Telephone:
+44(0)207 508 6435
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Rahul Pahwa 

Personal introduction

Rahul has over 12 years experience in the Finance industry. Before joining Citigold Private Client’s Portfolio Counselling team supporting the Middle East HNW clients, Rahul spent five years managing Foreign Exchange and other Investment products on behalf of Citi International Personal Bank. Prior to that, he honed his skills and knowledge as an Associate with the Citi Investment Research team, specialising in Real Estate Investment Trusts and Biotech firms. When not helping his clients to manage their wealth, he is an enthusiastic golfer, sailor and film fan.

Experience & qualifications

  • CISI Level 4 Investment Advice Diploma Chartered Institute for Securities and Investment
  • Bachelor’s Degree, Commerce Mumbai University