Justin James Beckwith
Port Louis
Summary
Seasoned Wealth Management Professional with over 15 years of experience in private banking and financial services across Mauritius, Switzerland, the United Kingdom, Qatar, and the United Arab Emirates. Proven track record in sourcing and nurturing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, driving asset growth, and delivering tailored financial solutions. Expertise in client acquisition, strategic account management, and navigating the evolving landscape of digital assets within traditional finance.
Overview
18
18
years of professional experience
Work History
Director
PrimeLuxe Management
Port Louis
10.2023 - Current
- Company Overview: The company is currently in the process of obtaining the necessary licenses from the Financial Services Commission (FSC) : Company formed on behalf of Euro Exim Bank
- Overseeing client onboarding processes, ensuring compliance with regulatory standards
- Developing and implementing client relationship management strategies
- Coordinating with the Financial Services Commission (FSC) to facilitate Global Business Licence applications
- Ensuring adherence to the Financial Services Act 2007 and other relevant legislation
- Supervising the preparation of financial statements and organizing annual general meetings
- The company is currently in the process of obtaining the necessary licenses from the Financial Services Commission (FSC) : Company formed on behalf of Euro Exim Bank
Lead Adviser
Quantum Quest Investment Management
Port Louis
10.2023 - Current
- Company Overview: The company is currently in the process of obtaining the necessary licenses from the Financial Services Commission (FSC) : Company formed on behalf of Euro Exim Bank
- Develop investment strategies and asset allocation models tailored to high-net-worth and institutional clients
- Oversee portfolio management activities, ensuring alignment with clients' financial goals and risk tolerance
- Lead efforts to attract and onboard new clients, leveraging the company's unique value proposition
- Cultivate and maintain relationships with internal and external stakeholders to enhance distribution channels for financial products
- Ensure compliance with all regulatory requirements, industry best practices, and ethical standards in investment advisory activities
- The company is currently in the process of obtaining the necessary licenses from the Financial Services Commission (FSC) : Company formed on behalf of Euro Exim Bank
Senior Wealth Management Adviser - Axys Private
Axys Investment Partners
Port Louis
09.2021 - 10.2023
- Company Overview: Regulated by FSC : Axys is the first and largest independent asset management company in Mauritius, managing assets for HNW individuals
- Develop and maintain HNW/UHNW client relationships
- Responsible for the Net New Asset creation and revenue generation
- Recommend suitable investment products and services
- Review and monitor client portfolios to ensure alignment with objectives
- Manage AML/KYC aspects for client accounts
- Collaborate across departments to deliver Axys' value proposition
- Regulated by FSC : Axys is the first and largest independent asset management company in Mauritius, managing assets for HNW individuals
- Onboarded an International Bank as client introducer
- Onboarded Mauritius' largest management company as introducer
- Brought the largest retailer's pension fund for institutional management
Senior Private Banker, Ambassador
Skylar Investments Limited / Strategia Asset Management
Bagatelle
03.2019 - 09.2021
- Company Overview: Regulated by FSC: Skylar Investments, now Strategia Asset Management, specializes in wealth management for HNW individuals
- Established and promoted the wealth management proposition in Mauritius
- Built business internationally by leveraging the network
- Developed client relationships with international UHNW clients
- Regulated by FSC: Skylar Investments, now Strategia Asset Management, specializes in wealth management for HNW individuals
- Created client-sharing agreements with 9 international businesses, including two international banks
- Onboarded clients from competitor banks
- Organized marketing events at golf courses to promote the brand
- Contributed to the company's strategy with new product line options
Wealth Specialist
Carrick Investment Services
Ebene
05.2018 - 02.2019
- Company Overview: Regulated by FSC: Carrick provides wealth management advice for HNW individuals globally, partnered with MCB as an External Asset Manager
- Promoted Wealth Management services to domestic and international clients
- Created personalized investment plans and advised on best-fit products
- Regulated by FSC: Carrick provides wealth management advice for HNW individuals globally, partnered with MCB as an External Asset Manager
- Organized a charity event in collaboration with the largest radio and TV companies, successfully raising donations and painting 14 houses for orphans
- Contributed to being part of the top-revenue-generating office out of 7 global offices
Interim Vice President of Wealth Management
Globaleye
Geneva
12.2017 - 05.2018
- Company Overview: Regulated by FINMA : Globaleye provides financial planning and investment solutions to over 15,000 clients worldwide
- Managed a client base of orphan clients (without advisors)
- Recruited and managed new Business Development Managers for the Geneva office
- Provided wealth management services and investment advice
- Regulated by FINMA : Globaleye provides financial planning and investment solutions to over 15,000 clients worldwide
- Retained 100+ clients and transformed client record-keeping processes
Relationship Manager - Gold Division
Mashreq Bank - GOLD
Doha
12.2016 - 12.2017
- Company Overview: Regulated by QFC Regulatory Authority : Mashreq Bank provides conventional and Islamic banking services, including wealth management
- Managed a portfolio of 200 HNW clients, ensuring a personalized and professional service
- Cross-sold and up-sold financial products, increasing revenue
- Sourced new business through marketing and referrals
- Regulated by QFC Regulatory Authority : Mashreq Bank provides conventional and Islamic banking services, including wealth management
- Maintained near-zero attrition rate and exceeded monthly targets for new clients
- Awarded in-house MetLife specialist certification
Wealth Manager
Globaleye
Dubai
10.2014 - 11.2016
- Company Overview: Regulated by Insurance Authority : Globaleye provides bespoke financial solutions to HNW individuals across multiple regions
- Managed portfolios of client accounts and provided investment advice
- Organized events and executed client prospecting strategies
- Regulated by Insurance Authority : Globaleye provides bespoke financial solutions to HNW individuals across multiple regions
- Secured the largest insurance policy for the company
- Built new client relationships through marketing events
- Maintained a positive P&L throughout the duration of the role
Head of Business Development
P&C Global Wealth Managers
Zurich
02.2013 - 10.2014
- Company Overview: Regulated by FINMA : P&C Global Wealth is an international wealth management company serving UHNW clients
- Created and executed investment seminars for UHNW individuals at exclusive venues
- Oversaw business development strategies and growth initiatives
- Regulated by FINMA : P&C Global Wealth is an international wealth management company serving UHNW clients
- Developed profitable relationships with top global law firms and trustees
Senior Private Banker
Helvetia Wealth
Zurich
10.2006 - 01.2013
- Company Overview: Regulated by FINMA : Helvetia Wealth is a boutique wealth management firm offering services through Swiss Private Banks
- Managed HNW international clients and developed new client relationships
- Organized marketing events and charity fundraisers for brand promotion
- Regulated by FINMA : Helvetia Wealth is a boutique wealth management firm offering services through Swiss Private Banks
- Top new client account opener for 3 consecutive years
- Planned a Swiss Red Cross charity fundraiser featuring A-list celebrities
- Created globally broadcasted sponsorships for brand promotion
Education
ICWIM (International Certificate in Wealth and Investment Management) -
CISI Institute
03.2017
AWF (Award in Financial Planning) -
CII Institute
03.2016
IMC (Investment Management Certificate) -
CFA Society
01.2012
HND Music Technology -
University of Manchester
UK07.2001
Skills
- Client onboarding
- Regulatory compliance
- Investment strategies
- Portfolio management
- Financial analysis
- Risk assessment
- Relationship management
- Business development
- Effective communication
- Relationship building
References
- Carl Chirwa, Head of International Banking, Bank One, Mauritius
- Ian Sababady, Managing Director, Axys Private, Mauritius
- Tim Searle, CEO, Globaleye, UAE
- Assaf Assaf, Director, Mashreq, UAE/Qatar
Personal Information
- Date of Birth: 11/17/79
- Nationality: English
Timeline
Director
PrimeLuxe Management
10.2023 - Current
Lead Adviser
Quantum Quest Investment Management
10.2023 - Current
Senior Wealth Management Adviser - Axys Private
Axys Investment Partners
09.2021 - 10.2023
Senior Private Banker, Ambassador
Skylar Investments Limited / Strategia Asset Management
03.2019 - 09.2021
Wealth Specialist
Carrick Investment Services
05.2018 - 02.2019
Interim Vice President of Wealth Management
Globaleye
12.2017 - 05.2018
Relationship Manager - Gold Division
Mashreq Bank - GOLD
12.2016 - 12.2017
Wealth Manager
Globaleye
10.2014 - 11.2016
Head of Business Development
P&C Global Wealth Managers
02.2013 - 10.2014
Senior Private Banker
Helvetia Wealth
10.2006 - 01.2013
ICWIM (International Certificate in Wealth and Investment Management) -
CISI Institute
AWF (Award in Financial Planning) -
CII Institute
IMC (Investment Management Certificate) -
CFA Society
HND Music Technology -
University of Manchester
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