Position

Managing director

Index

UHNW Wealth Managers

Wealth Managers - Middle East

Location

Switzerland

Saudi Arabia

Advice type

Wealth management

Client Types

UHNW

Shawn Mofidi

Spear's Review

Shawn Mofidi joined J.P. Morgan Private Bank in 2022 following a three-decades-plus career as a private banker. Mofidi serves as the bank's managing director, with a remit overseeing its Middle Eastern, North African and Turkey coverage, supporting a range of UHNW families with holistic wealth management support. 

His appointment coincided with a concerted push by the bank to grow relationships with UHNWs in the region, which is continuing to pursue ambitious growth plans across the Middle East. Upon taking up the role, Mofidi said it was a 'great honour to serve families of substantial wealth as a partner, not just a service provider.'

Rank: Recommended

Recommended 2023, UHNW Wealth Managers

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