FUND & INVESTMENT MANAGEMENT

Private Wealth Management

The Global Private Wealth Management team at Options Group comprises some of the most highly regarded specialists in the search industry.

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Private Wealth Management

Options Group’s Private Wealth Management coverage was established in 2011 in Zurich and has since grown into a global team of highly regarded, experienced professionals based across our 15+ global offices. Specializing in full spectrum Private Bank coverage, the team works as strategic advisors to provide assistance with talent planning, acquisition, and retention for clients that range from boutique firms to global institutions in both developed and emerging markets. We cover EMEA, Americas, LATAM and APAC.

Private Wealth Management

Completing
senior-level mandates worldwide

The Options Group PWM team partners with clients on a wide variety of roles, including leadership positions, desk heads, financial advisors, private bankers/relationship managers, portfolio/investment managers, product specialists, traders, investment advisors/counsellors, compliance roles, and trust professionals. With an in-depth understanding of each role’s specific requirements, we provide strategic solutions and tailor-made advice for our clients.

With PWM set to undergo significant change, Options Group is dedicated to helping our clients navigate the coming years successfully. Our team understands the importance of talent diversity and inclusion, ESG, compliance, and the implications of DeFi.

As a result, it is committed to building a diverse talent pipeline geared towards the future. Our dedicated research team, OGiQ, provides clients with the latest market intelligence and insights, helping them make informed decisions. With a global coverage team that offers local expertise and speaks many languages, we are proud to be a go-to partner which provides best in class services to our clients.

Team

Meet our specialist Private Wealth Management team.

Raveen Shah

Co-Chief Operating Officer

Raveen is a Managing Partner and Co-Chief Operating Officer of Options Group, based in the London office.
Commodities Credit
+4 more

Anil Sharma

Managing Partner , Mumbai, Bangkok, Hong Kong, Tokyo, Sydney, Singapore

Anil heads the financial services business in India, where he has launched and developed new product coverage and business lines across India and South Asia.
Private Wealth Management

Simi Schaerer

Partner , Zurich

Simi is a Partner in the Private Wealth/Banking and Asset Management Group and manages the Group’s Zurich office.
FICC

Global Banking & Markets

+1 more

Yoonna Lee

Partner , New York

Yoonna is a Partner, Head of the Cross-Over Sell Side Business at the Options Group, located in New York.