Azher Chowdhury

Managing the entire Private Asset subscription pipeline, from review and execution of Legal Documents to conducting accurate asset pricing and valuations, culminating in the successful closure of 25+ funds with total commitments exceeding $300M USD.

Researched and implemented a new PCC structure facilitating the democratisation of Private Assets enabling HNW/UHNW clients to invest.

Member of Private Assets investment committee evaluating new investment opportunities such as secondaries and fund of funds. Additionally, represented the committee as an LP at board meetings and AGM to produce fund notes.

Reviewing key documents such as PPMs/ LPAs & Quarterly reports for the production of Fact Sheets and KIIDs.

Spearheading a cost-saving project by migrating KIID production in-house, resulting in annual savings of $38K.

Responsible for onboarding and ongoing management of Collective Investment Schemes with total AUM > $5.65 Bn across 100+ Funds.

Project managed development and successful roll out of ‘Kingswood Go’ - a client-centric app that revolutionised client engagement. The app empowers clients to seamlessly access their investments, key documents, resulting in the best-ever client satisfaction scores in the annual survey.

Managed and oversaw client asset transfers, ensuring seamless movement of funds and securities across custodians and third-party providers. Implemented strict adherence to agreed-upon to maintain operational efficiency and client satisfaction.

Executed payments including HVTs via multiple payment rails such as: FPS/CHAPS, SIC/SEPA and SWIFT using

Resolved payment related queries/investigations from high profile cryptocurrency exchanges.

Liaised with Compliance in Transaction Monitoring using tools such as ComplyAvantage to scrutinise high risk

Two rotations in Coverage and Finance. In Coverage, worked on prospecting and how best to approach High/Ultra High Net Worth individuals using ‘Beauhurst’. In Finance, worked on flash, actuals, high-level plan and constructed dashboards which contained waterfalls, KPIs, AUM etc. and was submitted to the Executive and Operational board.

Completed an individual research project on ‘Fintech and its impact on Wealth Management’ which was then presented to a panel of Directors/Managing Directors and subsequently circulated to the Executive board by the Head of UK Wealth Management.

Led multiple weekly market updates, worked on projects in other parts of the business such as Lending, Deposits and gained a firsthand insight into Advisory, Portfolio Management, Institutional Wealth Partners etc.

Dealt with account related queries and transaction such as payments, card management, fraudulent activities etc.

Built up rapport with customers and delivered exceptional customer service assessed through surveys with an average

Served customers at check-outs and ensured the highest level of customer satisfaction.

Resolved customer complaints such as offering refunds.

Liaising with customers to identify customer needs and providing solutions to deliver a smooth shopping experience

Gained an insight into advisory, shadowed consultants and partook in group tasks such as the development of an app advocating exercise.

Completed an individual research assignment on the 'Potential people implication of Brexit’ then presented findings to an EY partner.