Antoine Shehadeh, CFA

Senior Investment Advisor - Wealth Management @ Emirates Islamic

About

Seasoned investment professional with over 16 years of experience across the MENA region, currently serving as Senior Investment Advisor at Emirates Islamic Bank, providing high-net-worth clients with bespoke investment solutions and portfolio strategies. Formerly led CFA Institute’s MENA operations, spearheading strategic partnerships, and representing the organization across key industry platforms. A CFA charterholder with a proven track record in asset management, wealth advisory, and professional education, offering a unique blend of technical expertise and strategic leadership.

Country

United Arab Emirates

City

Dubai

Industry

Financial Services

Skill

Portfolio Management, Equities, Investments, Mutual Funds, Financial Analysis, Asset Management, Asset Allocation, Valuation, Financial Markets, Fixed Income, Bloomberg Terminal, Wealth Management

Experience

Senior Investment Advisor - Wealth Management

Emirates Islamic

2024-6 - Present · 2 yrs 4 mos

Dubai, United Arab Emirates

- Deliver tailored investment advice and model portfolio recommendations to high-net-worth clients, ensuring alignment with their overall investment objectives. - Partner with Relationship Managers to develop and sustain strong client relationships through accurate profiling, deep understanding of client needs, and the delivery of personalized wealth management solutions. - Conduct detailed portfolio reviews, provide regular market insights, and recommend investment opportunities based on thorough analysis of market trends and client suitability.

Senior Director, MENA

CFA Institute

2022-9 - 2024-4 · 1 yr 8 mos

United Arab Emirates

- Leading CFA Institute’s MENA office, overseeing all regional operations and managing a dedicated team of professionals. - Responsible for developing and expanding the network of stakeholders as well as securing strategic partnership agreements to further the institute's mission and objectives in the region. - Acting as CFA Institute’s figurehead in the MENA region, representing the organization in public events, media interviews and editorials.

Director, Institutional Relations, MENA

CFA Institute

2021-7 - 2022-9 · 1 yr 3 mos

United Arab Emirates

- Provide professional learning solutions for asset owners and financial institutions. - Partner with universities to promote the highest standards of finance and investment education. - Collaborate with regulators on promoting financial market integrity and professional excellence. - Continuously engage with local CFA Societies to help increase their professional network.

Senior Private Banker

BLOMINVEST BANK

2019-1 - 2021-7 · 2 yrs 7 mos

Lebanon

- Responsible for the continuous development of clients’ relationship network. - Proactively consult with clients providing suitable investment and wealth management advice. - Provide tailor-made investment solutions as well as banking services to high-net-worth clients.

Portfolio Manager

BLOMINVEST BANK

2013-1 - 2018-12 · 6 yrs

Lebanon

- Managing mutual funds and Discretionary Portfolios (DPMs) with regional and global exposure. - Developing quantitative equity selection investment models and multi-asset class strategies. - Active member in various investment committees overseeing the investment strategies, allocations, execution and performance assessment of several funds and portfolios.