Meet the experts
PAUL
DONOVAN
DANIEL
WILLIAMS
Chris
Anderson
Alfonso
Diaz
Loreks
Tsaava
Seyi
Odusina
Alfonso has vast experience and a strong understanding of investment portfolio construction, tax, retirement, and estate planning, as well as financial counselling. He has a professional affiliation and membership to the European Financial Planning Association as a certified European Financial Advisor (EFA). In addition to this, Alfonso holds a Masters in Finance, a Masters in Corporate Tax from IE Business School and an Executive Leadership Program from IESE Business School. Outside of the world of Finance, he is also a keen golfer in his spare time.
Loreks is a dedicated banking professional with over 14 years of experience at Citigroup, holding various roles that have enriched his expertise across different sectors of the industry. From 2012 to 2015, he worked in the corporate banking division, gaining extensive knowledge in managing corporate client relationships and structuring complex financial solutions.
Since 2015, Loreks has focused on private banking, catering to UHNW and HNW clients with bespoke wealth management and financial advisory services. His role involves not only client management but also significant experience in business development and team management, driving both client satisfaction and business growth.
Loreks holds a University degree in Banking and Finance and is a member of the Chartered Institute of Securities & Investments (CISI), continually expanding his knowledge and staying current with industry trends.
Seyi has had over 20 years’ experience across financial services working in Europe, Middle East and Africa, providing financial advice to, as well as managing HNW individuals across these regions. She began her career in banking operations moving quickly to treasury and inter-bank dealing. She joined Barclays in the UK in 2006 moving to HSBC (also in the UK) in 2007 to provide financial advice to wealthy clients and their families. She re-joined Barclays in 2013 with the responsibility of providing advice to HNW clients resident in West Africa and ensuring conformity of this region with global market standards as well as FCA standards and guidelines, this role required her to relocate to Nigeria. She moved to Barclays in the UAE in 2017 continuing to grow and manage this book of HNW African resident clients in addition to clients from the GCC and other countries. A graduate of Industrial Relations and Personnel Management, she holds an MBA (General Management) and a Diploma in Personal Financial Services (Dip PFS).
Chris
Cocker, CFA
Farah
Hertog, CFA
Mathias
Bottern
Megan
Connelly
Chantelle
Sacco
Megan has over eight years’ experience within the banking and wealth management industry. Megan joins us from a DIFC based family office, serving as Head of Client Infrastructure. Prior to this, Megan spent five years as a Senior Relationship Manager at Berenberg Bank.
Megan holds a first-class degree in Business and Management from Brighton University.
Megan joins the Client Services team and will be working closely with the Managing Partners in providing a high-touch, quality experience to their clients. Megan will also be responsible for developing and enhancing the overall service offering at Sigma, to further improve the client journey and ensure first-class client experiences.