ABOUT ABBEY ROAD
Independent and quality financial advice, underpinned by a constant curiosity about financial markets and a genuine ethos of clients come first.
Abbey Road Investment Group is the brainchild of Arjun Mittal, an experienced banker who has worked for 25 years with some of the leading wealth management providers in the UK & Middle East.
The financial services industry is going through profound changes, brought on by technology, increasing financial literacy levels, easy access to markets and growing costs of regulation. We see that amidst all this change an important constituent is often neglected, the client.
At Abbey Road Investment Group, we believe the client is the most important part of our business. How do we show this? By being truly independent, striving for quality over quantity and being transparent over how we are remunerated. We strive to establish long-term relationships with our clients.
Our core offering is to provide best-in-class portfolio construction and risk management advice, which is done out of the Multi Family Office based in Dubai.
MISSION
Provide best-in-class independent financial advice and solutions to our clients.
VISION
Being the preferred and trusted partner of choice for clients looking for exceptional investment advice and service.
OUR TEAM
ARJUN MITTAL
Founder & Chief Investment Officer
Arjun is a veteran of the wealth management industry, having started as an economist and market strategist with American Express Bank in London in the late 1990s. Research and investment advice is his core skill, and it remains a key pillar at Abbey Road Investment Group. Arjun resigned as Deputy CEO of Bank J Safra Sarasin in Dubai in November 2020 with a view to building a best-in-class boutique independent financial advisory and solutions business.
MEHREZ KHEIR
Partner & Managing Director
Mehrez has over 25 years of experience in wealth management, working in Lebanon and Dubai with leading banks like Julius Baer, Societe Generale and Bank J Safra Sarasin. Mehrez brings a wealth of knowledge and is a firm believer in the need to position clients at the front and centre of the wealth management experience.
ADVISORY BOARD
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PHILIPPE BECKER
Over 20 years of private equity and venture capital investing; Operating Partner at Wasserstein Ventures; Senior Advisor at Mizuho Capital Partners; PhD in Quantum Physics, MBA from Wharton School.