Bazeet Okunade

Senior Associate

About Bazeet

Baz is a chartered member of the Chartered Institute for Securities and Investment. He began his career in the financial services sector in 2008 within the Wealth Management arm of Barclays Bank PLC in the UK, where he became a fully qualified and licensed Financial Advisor under the UK Financial Services Authority now known as the Financial Conduct Authority. Over the past decade, he has gained further global experience working in Singapore and the UAE.

Because Baz has worked in a large global bank and in smaller specialist financial advisory practices, his global client base currently benefits from a ‘best of both worlds’ approach to financial planning and investment management. As the seasoned UK and offshore pension consultant, cross-asset macro strategist, real estate portfolio analyst and financial planner, he is just as passionate about advancing financial literacy amongst first-time investors as he is about demystifying highly complex technical matters during consultations with institutional clients and accredited investors.

Outside of the office, Baz enjoys traveling, creating music, socialising with friends and family, playing football and supporting Liverpool football club (having grown up in Liverpool).

 

Qualifications

  • University of Essex  Certificate of Higher Education in Financial Services)
  • Chartered Institute for Securities and Investments (CISI)
  • Chartered Institute of Bankers in Scotland (CIOBS)
  • Chartered Financial Analyst UK (CFA UK)
  • IFS School of Finance
  • Capital Markets and Financial Services Advisory 

 

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    Why choose Holborn?

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    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

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