04.09.2026
中东——地缘政治的不确定性为何正在重塑家庭的财富规划方式
Union Bancaire Privée(UBP)中东分部高级财富规划师艾哈迈德·查希迪(Ahmad Chahidi)分享了与客户家庭的沟通方式发生了哪些变化、为何流动性已成为一种战略性保障,以及海湾合作委员会(GCC)地区即将到来的跨代财富传承。
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Senior Wealth Planner
迪拜, 阿拉伯联合酋长国
English, French
Ahmad 为瑞联银行驻于迪拜的高级财富规划师,在财富规划领域拥有逾 20 年经验,善于为高净值和超高净值人士提供量身订制的方案,专注于遗产和税务规划、企业传承规划、财富结构和迁移计划。
在加盟前,Ahmad 在多家著名金融机构担任相若的职位,包括瑞士宝盛集团(Banque Julius Baer)、新加坡银行(Bank of Singapore)、摩根大通( JPMorgan Chase)以及瑞信(Credit Suisse),展现了卓越领导能力、策略性思维和对客户服务的热诚。凭着在遗产和税务规划的专长,以及能够应对复杂金融格局的能力,使其成为在中东、非洲和瑞士高净值和超高净值客户至可信赖的顾问。
Ahmad 获瑞士洛桑大学(University of Lausanne)授予法律学士和硕士学位。