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Itay Halperin

Before joining Crossbridge Capital, Itay was an Executive Director at Belle Capital in London with a focus on clients from Israel. Prior to that, Itay was a Client Acquisition and Senior Relationship Manager at Credit Suisse in London.

Itay received his LLB degree majoring in Commercial Law and a BA degree in Economics from Tel Aviv University in Israel.

Alpa Patel

Prior to joining Crossbridge Capital, Alpa worked as a Casework Assistant at the General Dental Council and a Regulatory Affairs Administrator at Watson Pharmaceuticals.

Toby Williams FCA

Prior to joining Crossbridge Capital, Toby worked as Head of Finance at RKR Epsilon UK Limited, a proprietary trading firm specialising in high frequency AI trading. Prior to this, Toby worked for Saunderson House Limited, a financial advisory firm for high net worth individuals, as Financial Controller.

Toby received his BSc (Hons) in Mathematics from the University of Warwick and is a Chartered Accountant.

Mark Sampson

Prior to joining Crossbridge Capital, Mark worked at Raymond James Investment Services as part of the Product Management team, where he acted as the first point of contact to all product providers and helped manage the relationship to facilitate their needs and requirements. He also supported the Wealth Managers with any product related queries.

Mark received his BSc degree in Business Economics from Middlesex University.

Tarek P. Khlat, MBE

Tarek has over twenty years of experience in financial services and he co-founded Crossbridge Capital, in 2008. The firm currently manages $3 billion of client assets.

As Group CEO, Tarek leads the firm’s businesses that serve the wealth management needs of high net worth clients globally.

Prior to launching Crossbridge Capital, he was Managing Director and Group Head for the Middle East at Credit Suisse in London, where he helped build a significant wealth management portfolio. Before joining Credit Suisse, Tarek was a Vice-President at JP Morgan Private Bank from 1995 to 2000.

From 1988 to 1993, he worked for several leading media companies including CNN where he headed the financial news gathering division, and Fox Broadcasting Company where he was responsible for story coverage and editorial content of weekend newscasts.

Tarek was awarded an MBE by Her Majesty the Queen in 2021. He holds BA degree in Economics from Georgetown University and an MBA degree from Harvard Business School.

Mihai Ghiorghies

Prior to joining Crossbridge Capital, Mihai was at Credit Suisse Private Bank in London in the Financial Markets, Sales and Advisory team where he advised a diverse base of UK and Nordic private clients and institutional investors. Prior to Credit Suisse, Mihai was at Morgan Stanley Wealth Management.

Mihai received his BSc Degree in Economics, Politics and International Studies from The University of Warwick, his Masters in European Business from ESCP Europe and his MBA degree from INSEAD.

Manish Singh

Prior to joining Crossbridge Capital, Manish was with Société Generale Private Banking (SGPB) Hambros Bank Ltd, London as Investment Director from 2008–2011. In this role he managed over $400m in bespoke and advisory portfolios covering multi asset classes, alternative investment and structured products.

He also chaired the asset allocation committee of SG Hambros VolCap fund, AUM over $200m. From 2007–2008 he was the Head of Structured Product Solutions team at SGPB Hambros and from 2005 to 2007, Manish was at Société Generale Corporate and Investment Banking (SGCIB) as Quantitative Equity Research Analyst in Global Equities and Derivative Solutions (GEDS) division.

During 2004–2005, Manish worked at UBS Investment Bank on the European Securitization desk in London and Interest rate derivative structuring desk in Hong Kong. During 2000 and 2003 he worked at Tech Mahindra in India and UK as Software Engineer.
Manish is a CFA Charter holder and received his BTech degree in Chemical Engineering from the Indian Institute of Technology, Mumbai, India and his MSc degree in Finance and Management from the Cranfield School of Management, UK.

Tom Beadel

Prior to joining Crossbridge Capital, Tom worked at City Index as an Associate in Client Management. Prior to City Index, Tom worked for Barclays Bank as a Senior Fraud Agent in the Financial Crime and Operations team.

Tom received his BA degree in Economics from Reading University and has been awarded both his Investment Management Certificate (IMC) level 4 and Investment Advice Diploma (IAD) level 4. Tom is a CFA charter holder.

Wael Charbel

Prior to joining Crossbridge Capital, Wael was a Relationship Manager, at UBS in London with a focus on Saudi Arabia. Before UBS, Wael was a Relationship Manager at Merrill Lynch in London responsible for Corporates and Principal Investors with a focus on Middle East and North African accounts based in Europe.

During 2004 and 2008, Wael worked for Gatehouse Bank, Goldman Sachs and Societe Generale covering Middle Eastern Client accounts. Wael received his MSc degree in Finance from Imperial College and his BEng. degree in Civil Engineering from University College, London.

Ashok Harish Bhudia

Prior to joining Crossbridge Capital in 2008, Ashok worked for over ten years as an Associate with Credit Suisse in London. Having spent most of his time working in Operations (cash management, reconciliations, equity, fixed income and derivative settlements) and Business IT (business analysis, systems design and testing), Ashok moved to a client facing position within Private banking in 2005, covering High Net Worth clients from the Middle East.

Ashok received his BA (Hons.) degree in Business Studies and Marketing from the University of East London and is an Associate member of the Securities and Investment Institute, London. Most recently, Ashok was awarded the CISI Level 6 Certificate in Private Client Investment Advice & Management.