About us

Why did we start Abbey Road?

To start each conversation with ‘how can I help you?’

Our conviction

We believe personalised service is rapidly disappearing from wealth management

Families extend a huge amount of Trust to their financial services Providers, which we don’t believe is Reciprocated most of the time due To inherent conflicts of interest

Nearly all providers have a revenue and AUM target for each client which can lead to investment recommendations which are not suitable.
Hidden fees and dirty pricing.
Commoditised advice, based around structured products.
Frequent changing of relationship managers and advisors leads to a lack of continuity and understanding of what the family requires.

How are we different?

Our fees are transparent and agreed up front, payable by the family.
We do not receive any retrocessions from banks, and so we are truly independent.
Happy to work with all banks
Able to analyse every recommendation based solely on its merits
Abbey Road is our company, we are not going anywhere and we aim to establish long term relationships with families that ensures continuity of investment philosophy and strategy.

50+ years of experience in wealth management and research

Founding team

ARJUN MITTAL

Founder and Chief Investment Officer

Successful 25 year+ career working in London and Dubai across several key roles in banking including research, sales and management. Last role prior to founding Abbey Road was as Deputy CEO of Bank J Safra Sarasin in Dubai. Passionate about investing, family and Liverpool FC

MEHREZ KHEIR

Partner and Managing Director

Successful 25 year+ career working in Lebanon and Dubai with leading wealth management banks. Firm believer in positioning clients at the front and centre of the wealth management experience

Guided by experience, access and skillset

Advisory Board

GREG LA BLANC

A lecturer in the areas of finance, strategy, innovation, and data science at Stanford, Berkeley, and HEC Paris. The recipient of multiple teaching awards, he has developed courses and curriculum for undergraduate, graduate, and executive programs in Data Strategy. He has worked with executives and managers at over 100 companies and governments around the world on decision making, leadership, and strategy.

GEORGE KHOURI

A serial entrepreneur with a demonstrated history of building startups, global real estate investing and investment management. Before founding GTCC Wealth, George was the President of MDS Tech, a MIDIS Group company, for over 28 years and a member of the Management Advisory Committee at MIDIS Group. George has built more than eight software companies over his career and is a serial acquiror of tech business in the EMEA region.

ARJUN DEV ARORA

Prior to founding Format One, a bay area VC fund, Arjun sat on the Investment Committee for Nike›s Internal Innovation efforts (Nike Valiant Labs). Ex-Partner at 500 Startups, one of the most active global early-stage investors. He advised and continues to advise multiple startups from seed/A through to unicorn. Invested or advised startups like AngelList, TrueBill, Branch, Tonal, Flexport, Notion, LTSE, Calm, Virta. Health, Devoted Health.

DEBASHISH DASGUPTA

With 20 years of corporate and asset management structuring experience, Debashish Dasgupta is a board member of The Amicorp Group and has been ranked among the Top 50 Indian Business Executives in the Middle East by Forbes ( 2018 & 2017)

Collaboration

Get in touch.
Let’s talk.

Experience the Abbey Road difference today. For more information get in touch