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Portfolio Masonry Boxed

Mandy Busuttil

Prior to joining Crossbridge Capital Mandy gained more than twenty six years in Back- and Middle Office Administration within the Financial Services, Business Consulting, Recruitment, Non-Governmental and Sporting fields in South Africa.

Mandy received her Diploma: Assistant Accountant from the Boston Business College, Cape Town, South Africa.

Stanislav Machula

Prior to joining Crossbridge Capital, Stanislav was an Account Manager, at BNP Paribas Wealth Management in Monaco. As a member of the CIS, Central & Eastern Europe Markets Desk, he was responsible for handling accounts of high net worth clients and providing advisory services to them. Prior to this role, he worked for ING Bank in Prague.

Stanislav received his AMAF Certification from the International University of Monaco and his Masters of Economy degree from the Business University in Prague.

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.

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.

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.

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.

Jean-Pierre Aoun

Jean-Pierre has more than ten years experience in the private banking and wealth management field.

Prior to co-Founding Crossbridge Capital, he was a Director at Credit Suisse, where he was a core member of a three-person team credited with building a significant wealth management portfolio, representing a major portion of the Middle East activity of the London office.

Prior to joining Credit Suisse, Jean-Pierre was an Analyst at JP Morgan Private Bank.

Jean-Pierre received his BSc degree in Business Administration from the University of Southern California.

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.

Elvira Pugni

Prior to joining Crossbridge Capital Elvira was a Senior Private Banker at Compagnie Monegasque de Banque covering clients from Central and Eastern Europe (CEE) focusing on client acquisition and specializing in the provision of tailor made investment solutions, whilst benefiting from the open architecture approach. Prior to this role, Elvira was a Junior Client Advisor at UBS in Monaco also covering the CEE countries.

Elvira attended the Kuban International Institute of Business and Management in Russia with a specialization in Finance and Credit and received a Master of Science degree from the London School of Business and Finance (LSBF Singapore)

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.

Agnieszka Majdanska

Prior to joining Crossbridge Capital Agnieszka was Executive Director and Head of Central and Eastern Europe (CEE) at UBS (Monaco) where she led and managed a team of Relationship Managers, specializing in the provision of holistic wealth management services to clients throughout the region. Prior to this role, Agnieszka was Client Relationship Manager and Head of of Emerging Markets at Societe Generale Private Banking (Monaco) and HSBC and JPMorgan in London.

Agnieszka has 16 years of coverage of diverse clients including: UHNW private clients, multi- cultural family offices, institutional Fixed Income clients, institutional Pension Funds and Hedge Funds. Agnieszka received her BA degree from the Europe-University Viadrina, Frankfurt (Oder), Germany and her MBA from the Deusto University, San Sebastian, Spain.

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.

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.

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.

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.

Anna Rimbert-Valkevych

Prior to joining Crossbridge Capital, Anna was Authorised Officer, on the Emerging Markets Desk at UBS (Monaco) where she assisted the Desk Head with client relationship management, acquisition of new clients as well as advice on investment products and Compliance support. Prior to this role, Anna was an Assistant Client Relationship Manager, on the Emerging Markets Desk at Societe Generale Private Banking (Monaco).

Anna received her MSc degree in International Finance and Management from the University of London, and her BA and MA degrees in Modern and Medieval Languages from King’s College, University of Cambridge.