A united group of dedicated and experienced professionals

Our Senior Management comes from decades of top managerial positions in the financial, consulting and commodity industries across the globe

Our relationship managers have established strong relationships with our clients that today form the core of our long-term oriented business

Our investment professionals come from more than 50 years of managing capital for individuals, families and institutions with bulge bracket investment banks, asset managers and multi-family offices in the US, UK, Europe, East Asia and the Middle East

Michael Reza Pacha

Chairman & Founder

Michael Reza Pacha was born in 1968 in Tehran. He shares a French-Iranian dual heritage. With both these cultures, after studying law, he began a career as a French notary in the mid-1990s in the south of France, before embracing a new career in wealth management and financial consulting

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Senior Management

Stela Kote

Chief Executive Officer
Stela assumed her current CEO role in 2020 after a career of over 16 years in the financial markets. Prior to her current position, she held multiple senior leadership roles for National Bank of Abu Dhabi, now First Abu Dhabi Bank, and acted as Chief Operating Officer for boutique wealth managers in Dubai. She started her career with Citigroup in 2002 in Milan, Italy, where she spent more than 10 years in the Global Transaction Services and Chief of Staff departments in various operational and managerial positions. Stela holds a Bachelor Degree of Foreign Languages and Cultural Studies from the University of Milan, Italy.
Tommaso Leodari

Tommaso Leodari

Chief Investment Officer
A value investor at heart, Tommaso has been managing institutional, family and individual wealth over a 16-year career. From a beginning in investment banking with UniCredit Group in Milan and Merrill Lynch and UBS Investment Bank in London, where he originated institutional equity and debt issuances and authored research papers on macroeconomics, he then moved on to wealth management in Dubai, Hong Kong and Singapore with both boutique and large operators. Tommaso established himself as a portfolio manager for large family offices in East Asia, running concentrated, high conviction portfolios. He obtained his MBA from Hong Kong UST during which he focused on Value Investing at London Business School, and his Master of Science and Bachelor of Arts from Bocconi University, Italy.

Eoin Mullally

Head of Private Clients
Eoin is a CERTIFIED FINANCIAL PLANNER® with more than 10 years of experience in providing investment advice to HNWIs and families in the UAE and Europe. Eoin began his career with the Irish Navy. Later on he spent the next decade building his people management skills in hospitality companies in the US, Europe and the Middle East. His natural leadership skills brought him to move to the financial industry in 2013, with a considerable stint with HSBC Bank as a relationship manager in the UAE and another significant term with the Bank of Ireland. Throughout his career Eoin devoted himself to serving customers across cultures and environments, giving him a strong cultural awareness and adaptability to any environment. Eoin holds an MSc in Financial Services, a Graduate Diploma in Financial Planning, and a Professional Diploma in Strategic Management in Financial Services from University College Dublin.

Duncan Gore

Head of Compliance & MLRO
Duncan has spent 25 in the financial industry across the UK, Middle East and Africa covering Compliance and project management in the wider global banking and private equity organizations. Duncan began his career with BMW Finance in South Africa and then took up a role in the UK with Standard Chartered with the African Regional Office. He then joined the WestLB Debt & Bond syndication team before taking on the deputy Head of Compliance at Gatehouse Private Bank. Duncan then moved to the Middle East to join Qatar First Bank as the Deputy Head of Compliance where he completed his ACAMS certification and after 5 years moved to Standard Chartered DIFC to cover the Head of Regional Compliance for Global and Commercial Banking. Duncan then took up an opportunity as a consultant with Jawan Partners specializing in all regulatory and compliance related functions interacting directly with the DFSA. Duncan had a brief stint at Bank of Singapore covering regulatory remediation before happily joining the Index & Cie team as the Head of Compliance. Duncan is an AML/Compliance specialist covering a wide product knowledge across conventional and Islamic including investment, corporate, private banking, proprietary investments, M&A and Trade Finance. He has a Bachelor of Commerce in Finance and Economics from the University of South Africa.

Relationship Management

Nikolas Georgiadis

VP, Relationship Manager
Nick is a well-round financial professional, with a 13-year long experience spanning over wealth management and private equity. Nick started his career as a wealth manager in Johannesburg, South Africa. He quickly established efficient networks and enhanced his skills, both on the African continent and globally. He then transitioned into wealth management in South Africa, after which he moved to the UAE in order to expand his global networks and amplify his global skillset. He has a concrete knowledge of global markets, with a firm understanding of the African continent and MENA region. Nick holds BCom in Finance from the University of Johannesburg as well as a post-graduate diploma in financial planning law from the University of the Free State. Nick prides himself on the relationships he builds with his client and strives to be the “go-to guy” for all his client’s wealth management requirements.

Siddharth Chauhan

VP, Relationship Manager
Siddharth is a seasoned professional in wealth management and banking operations, whose experience ranges from working in startups to global firms across retail, wealth management and investment advisory. Siddharth spent 26 years in banking, initially working in retail with Citibank and ABN AMRO/RBS and later on moving to wealth management with ABN AMRO Private Banking in the DIFC. He then moved to an investment advisory role for a startup in Dubai, right before joining Index & Cie in 2022, where he is currently taking care of the NRI segment. Siddharth obtained his MBA qualification from the Fore School of Management in 1996.

Vikas Roy

AVP, Relationship Manager
Vikas is a performance-driven relationship manager with over 15 years of experience and a proven track record. Over the course of his career at Mashreq Bank, Abu Dhabi Commercial Bank, Barclays and Standard Chartered Bank, Vikas accumulated a detailed understanding of a wide range of banking solutions and products across wealth management and wholesale banking. Most importantly, he managed to create and maintain a direct rapport with his clients, which led him to establish long-term relationships that are highly sought-after in the wealth management industry.

Ronellen Manalastas

Associate

Compliance and Controls

Duncan Gore

Head of Compliance & MLRO
Duncan has spent 25 in the financial industry across the UK, Middle East and Africa covering Compliance and project management in the wider global banking and private equity organizations. Duncan began his career with BMW Finance in South Africa and then took up a role in the UK with Standard Chartered with the African Regional Office. He then joined the WestLB Debt & Bond syndication team before taking on the deputy Head of Compliance at Gatehouse Private Bank. Duncan then moved to the Middle East to join Qatar First Bank as the Deputy Head of Compliance where he completed his ACAMS certification and after 5 years moved to Standard Chartered DIFC to cover the Head of Regional Compliance for Global and Commercial Banking. Duncan then took up an opportunity as a consultant with Jawan Partners specializing in all regulatory and compliance related functions interacting directly with the DFSA. Duncan had a brief stint at Bank of Singapore covering regulatory remediation before happily joining the Index & Cie team as the Head of Compliance. Duncan is an AML/Compliance specialist covering a wide product knowledge across conventional and Islamic including investment, corporate, private banking, proprietary investments, M&A and Trade Finance. He has a Bachelor of Commerce in Finance and Economics from the University of South Africa.

Mohammad Alkhamam

Financial Controller

Ruchel Dator

Personal Assistant

Shams Ul-Hadi

PRO

Murat Dadakhodjaev

Relationship Manager

Sahana Ludhani

Clearing and Settlement Officer
Sahana has been handling settlement and operational tasks for 13 years. She held leadership positions in HSBC, United Arab Bank and most recently RAK Bank. Sahana has been handling high risk regional and overseas settlements, confirmations and reconciliations, while fully understanding criticalities of settlement risk factors. She comes from India and has obtained her bachelor’s degree in commerce from JNVU University in Rajasthan, INDIA.