WEALTH MANAGERS
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描述
As the leading Swiss wealth management group, we focus on servicing and advising sophisticated private clients around the world, be they high or ultra-high-net-worth individuals, or families. And what matters to them, matters to us. That is why our approach to wealth management centers on open architecture and holistic advice. Present in around 60 locations with 7 booking centres around the world, our team of wealth management professionals partners up to provide outstanding service and look after the individual needs of our clients, whatever their financial goals may be.
Why join Midas?
At Midas, our employees – from our Relationship Managers and Wealth Planners to our Investment Experts – all enjoy the benefits of working for a global player that offers the support and collegiality of an exclusive organisation.
With our strategic focus on wealth management and our origins dating back to 1890, we are recognised as the international reference for wealth management and remain dedicated to maintaining our accessible structure with flat hierarchies and an entrepreneurial management culture.
Professional Investment Manager
Jyoti Choi
描述
Professional Qualification:
Director
Head of Transactions and Operations
Professional Career:
Jyoti serves as a Director of Kingfisher Management Limited, a Cayman Islands-based fiduciary services
business which holds a Companies Management License issued by CIMA. Jyoti is approved by CIMA to act
as a director for regulated investment entities.
Offering a diverse range of services to institutional and high net worth private clients, Jyoti specializes in
independent directorships, compliance appointments, and governance services. Jyoti serves as an
independent director on the boards of various entities, including funds, investment managers, captive
insurers, and holding companies across diverse industries.
Jyoti experience further covers financial advisory mandates which span investment management, risk
mitigation, corporate finance, valuations, operational and transactional support, and realization
strategies. His advisory experience encompasses a wide spectrum, from telecommunications in India to
banking in Argentina. Throughout his career, Jyoti has successfully implemented the return of over US$1
billion in capital to stakeholders.
Jyoti assumes the crucial roles of Anti Money Laundering (“AML”) Compliance Officer and Money
Laundering Reporting Officer for the Kingfisher entities. In these capacities, he ensures strict adherence
to local AML and Regulatory requirements, as well as compliance with Kingfisher’s internal policies and
procedures.
Before joining Kingfisher, Jyoti held the position of Senior Associate in PricewaterhouseCoopers’
Corporate Finance and Advisory team for six years, working across multiple jurisdictions, including
Australia, the United Kingdom, and the Cayman Islands.
Beyond his financial career, Jyoti spent a significant year in post-earthquake Haiti as the Regional Project
Director for an NGO, reporting directly to the United Nations. In this role, he led a team implementing an
operational improvement initiative for the Office of the Mayor, identifying sustainable improvements in
internal process efficiency, organisational strategy, and operational and communication transparency.
Qualifications and memberships:
Cayman Islands Monetary Authority approved director
Accredited Director – Institute of Chartered Secretaries and Administrators
Member of the Cayman Islands Directors Association
Master of Professional Accounting (Advanced) – Griffith University, Australia
Master of International Studies - University of Queensland, Australia
Insolvency Education Qualification Program - University of Southern Queensland, Australia
Bachelor of International Business – Griffith University, Australia
Bachelor of Commerce – Griffith University, Australia
Other:
Certified Public Accountant - State of Michigan - October 2007 to July 2023 (Inactive)
Notary Public - Cayman Islands Judicial Administration - 2019 - Present
Associate in Risk Management - Enterprise Risk Management - The Institutes - 2013
Accredited Director - Chartered Governance Institute of Canada - 2019
Member - Cayman Islands Directors Association - 2019
Member - Cayman Islands Institute of Professional Accountants - 2008
Xero-Certified Advisor - 2016