Who we are
At Matin Wealth Advisory, we are a collective of highly seasoned and experienced professionals in the wealth, asset management, and private banking field. Our leadership brings a unique blend of global expertise and deep regional understanding, having advised many of the UAE's major financial institutions.
Our credentials and detailed experience are available upon request
Jacques Bernard - GM & Senior Partner
Jacques is a highly accomplished Wealth & Asset Management professional and senior consultant with a proven track record of driving significant improvements in sales, efficiency, and profitability for leading financial institutions in the UAE.
His deep understanding of the Gulf market is underpinned by key leadership roles, including Chief Investment Officer at National Bonds Corporation (UAE), Head of Investment Funds for Global Investment House Kuwait, and Managing Director for asset management at Unicorn Bank in Bahrain.
Jacques' expertise extends beyond the region, built upon a distinguished international career as Chief Investment Officer at Banque Ferrier-Lullin (UBS) in Geneva, and senior roles at Citigroup Private Bank in London and Prudential Financial in New York. His foundational knowledge in private banking and wealth management was developed through significant tenures at Citibank, UBS/Banque Ferrier-Lullin, and Prudential, spanning diverse global landscapes and culminating in his role as CIO within Geneva's oldest private banking institution.
Ahmad Taha - Senior Partner
Ahmad Taha is a seasoned finance executive boasting over 18 years of experience in Islamic finance, banking, and Shariah compliance. He is a specialist in Shariah, holding certifications as an Islamic Arbitrator and a Shariah Auditing specialist.
Ahmad possesses a proven track record in implementing robust Shariah-compliant policies and governance frameworks. His extensive advisory experience in the Arabian Gulf region covers critical areas such as asset management, financial restructuring, and succession planning.
Fluent in both Arabic and English, Ahmad holds advanced qualifications in both conventional and Islamic finance, providing a comprehensive and invaluable perspective.
