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“Our families’ collective net worth are in excess of USD 5 billion and their wealth is spread across three continents. Generational wealth from first-generation entrepreneurs is a powerful force, but its global, multi-continental spread demands bespoke, privacy-first wealth management that is as agile and ambitious as its creators.”
Milan S. Morjaria is the Founder of MSM Investment Advisors SA, with over 38 years of experience in global financial markets. Drawing on his extensive background, he founded MSM Multi Family Office in Geneva in March 2010, later expanding its operations to Dubai in August 2020. The firm specializes in managing the wealth, transitions, and legacies of affluent global families and their charitable foundations.
From 1988 to 2010, Milan built a distinguished 22-year career at Citigroup. He progressed through diverse roles, from currency trader and private banker to his final position as a Managing Director in Geneva, where he focused on Ultra High Net Worth clients and family offices. During his tenure, he was a member of the European leadership team and was a three-time recipient of the prestigious Chairman’s Council European Award (2005-2007). He also served on the board and investment committee for the Citibank Swiss pension fund.
Milan holds a bachelor’s degree in economics from the London School of Economics and Political Sciences and has completed executive programs at London Business School and Harvard Business School.
A resident of Switzerland, he is deeply committed to philanthropy, supporting Swiss non-profit organizations focused on children’s education and healthcare in developing countries.
He travels extensively to the United Kingdom, the Middle East, and India, where he maintains both family and business interests.
Abbey Road Investment Group was established to provide a service that I myself wanted from the financial system – truly independent and world class investment advice – that would help me make good allocation decisions across all asset classes. We have no revenue or AUM budgets; we are more interested in building sustainable long-term relationships with our families. And we aim to deliver value through a relentless focus on Investment advice. We currently help 20 families based across the GCC, giving us scale and a meaningful presence in the region.
Arjun Mittal is the Founder and CIO at Abbey Road Investment Group, which he founded in 2021 after a successful 20 year plus career in banking, working with American Express Bank, Bank Sarasin and more recently as Deputy CEO for Bank J Safra Sarasin in Dubai.
Arjun has worked in London and Dubai across several key roles in banking including research, sales and management, and so brings a well-rounded perspective on financial markets, and the development of the wealth management industry.
Abbey Road Investment Group has a Multi Family Office (MFO) which it runs from Dubai that caters to clients from the region. The MFO’s core function is portfolio construction and risk management, helping its families implement best-in-class investment strategies across global markets. In addition, Arjun and his team also enjoy generating their own research and investment ideas. The MFO is platform agnostic – the team works with all banks and product providers.
Abbey Road Investment Group also has a thriving private market investing arm. The majority of investments are sourced directly by Arjun and members of the Advisory Board. After extensive due diligence is conducted and an investment receives a green light, then Abbey Road Investment Group always commits to being the first investor using its proprietary capital, similar to traditional merchant banks. Arjun believes showing ‘skin in the game’ is a critical component of aligning interests with clients.
“Families face ever-increasing complexities: businesses and investments expand into new countries, sons and daughters take up lives abroad, assets grow beyond any imaginable needs to name a few. These families look for help in managing this complexity, but traditional financial-services providers often fall short. At MSM we sit on the family’s side of the table. With its customized Family Office services, families can get control over their worldwide assets, better plan for transferring wealth to the next generation and leverage our philanthropic expertise.”
Rodney Allen has more than 40 years experience in advising international families, businesses and organizations. He advises on the complex international business, estate, tax and philanthropic issues they face. His current clients include international families, their service providers and multi-national philanthropic organizations. He is also on the Boards of MSM and its subsidiary, as well as global trust companies.
Rodney’s experience began with a 9-year career at Arthur Andersen, where he specialized in cross-border tax issues for international companies and individuals. Next, Mr. Allen spent 10 years at Citibank, where amongst other assignments, was responsible for its International Wealth Structuring business and its EMEA Discretionary Asset Management sales department. He also served as General Manager of Citibank (Switzerland). After a short assignment as head of Credit Suisse’s Guernsey fund administration business, Rodney was appointed head of Barclays global trust business. In 2010, he took a 1-year leave of absence to return to university for an advanced law degree in Environmental Law, focusing on international environmental, human rights and other social-responsibility issues.
Rodney is a member of the Texas Bar and has passed the California CPA exam. He was awarded a JD from the University of Richmond in 1985 and an LLM from Oregon University in 2011. His undergraduate degree in English was awarded by James Madison University in 1979. Rodney currently resides in Switzerland, where he has lived and worked for the past 30+ years. He has also lived and worked in the United States and in The Netherlands.
“Our families’ collective net worth are in excess of USD 5 billion and their wealth is spread across three continents. Generational wealth from first-generation entrepreneurs is a powerful force, but its global, multi-continental spread demands bespoke, privacy-first wealth management that is as agile and ambitious as its creators.”
Milan S. Morjaria is the Founder of MSM Investment Advisors SA, with over 38 years of experience in global financial markets. Drawing on his extensive background, he founded MSM Multi Family Office in Geneva in March 2010, later expanding its operations to Dubai in August 2020. The firm specializes in managing the wealth, transitions, and legacies of affluent global families and their charitable foundations.
From 1988 to 2010, Milan built a distinguished 22-year career at Citigroup. He progressed through diverse roles, from currency trader and private banker to his final position as a Managing Director in Geneva, where he focused on Ultra High Net Worth clients and family offices. During his tenure, he was a member of the European leadership team and was a three-time recipient of the prestigious Chairman’s Council European Award (2005-2007). He also served on the board and investment committee for the Citibank Swiss pension fund.
Milan holds a bachelor’s degree in economics from the London School of Economics and Political Sciences and has completed executive programs at London Business School and Harvard Business School.
A resident of Switzerland, he is deeply committed to philanthropy, supporting Swiss non-profit organizations focused on children’s education and healthcare in developing countries.
He travels extensively to the United Kingdom, the Middle East, and India, where he maintains both family and business interests.
Abbey Road Investment Group was established to provide a service that I myself wanted from the financial system – truly independent and world class investment advice – that would help me make good allocation decisions across all asset classes. We have no revenue or AUM budgets; we are more interested in building sustainable long-term relationships with our families. And we aim to deliver value through a relentless focus on Investment advice. We currently help 20 families based across the GCC, giving us scale and a meaningful presence in the region.
Arjun Mittal is the Founder and CIO at Abbey Road Investment Group, which he founded in 2021 after a successful 20 year plus career in banking, working with American Express Bank, Bank Sarasin and more recently as Deputy CEO for Bank J Safra Sarasin in Dubai.
Arjun has worked in London and Dubai across several key roles in banking including research, sales and management, and so brings a well-rounded perspective on financial markets, and the development of the wealth management industry.
Abbey Road Investment Group has a Multi Family Office (MFO) which it runs from Dubai that caters to clients from the region. The MFO’s core function is portfolio construction and risk management, helping its families implement best-in-class investment strategies across global markets. In addition, Arjun and his team also enjoy generating their own research and investment ideas. The MFO is platform agnostic – the team works with all banks and product providers.
Abbey Road Investment Group also has a thriving private market investing arm. The majority of investments are sourced directly by Arjun and members of the Advisory Board. After extensive due diligence is conducted and an investment receives a green light, then Abbey Road Investment Group always commits to being the first investor using its proprietary capital, similar to traditional merchant banks. Arjun believes showing ‘skin in the game’ is a critical component of aligning interests with clients.
“Families face ever-increasing complexities: businesses and investments expand into new countries, sons and daughters take up lives abroad, assets grow beyond any imaginable needs to name a few. These families look for help in managing this complexity, but traditional financial-services providers often fall short. At MSM we sit on the family’s side of the table. With its customized Family Office services, families can get control over their worldwide assets, better plan for transferring wealth to the next generation and leverage our philanthropic expertise.”
Rodney Allen has more than 40 years experience in advising international families, businesses and organizations. He advises on the complex international business, estate, tax and philanthropic issues they face. His current clients include international families, their service providers and multi-national philanthropic organizations. He is also on the Boards of MSM and its subsidiary, as well as global trust companies.
Rodney’s experience began with a 9-year career at Arthur Andersen, where he specialized in cross-border tax issues for international companies and individuals. Next, Mr. Allen spent 10 years at Citibank, where amongst other assignments, was responsible for its International Wealth Structuring business and its EMEA Discretionary Asset Management sales department. He also served as General Manager of Citibank (Switzerland). After a short assignment as head of Credit Suisse’s Guernsey fund administration business, Rodney was appointed head of Barclays global trust business. In 2010, he took a 1-year leave of absence to return to university for an advanced law degree in Environmental Law, focusing on international environmental, human rights and other social-responsibility issues.
Rodney is a member of the Texas Bar and has passed the California CPA exam. He was awarded a JD from the University of Richmond in 1985 and an LLM from Oregon University in 2011. His undergraduate degree in English was awarded by James Madison University in 1979. Rodney currently resides in Switzerland, where he has lived and worked for the past 30+ years. He has also lived and worked in the United States and in The Netherlands.
Bringing over 25 years of global experience in investment advisory, private banking, and wealth management. He has worked extensively with ultra-high-net-worth individuals, sovereign wealth funds, royal families, and leading business groups, advising on complex multi-asset portfolios, strategic investments, and wealth structuring.
Prior to joining the firm, Sandip held senior leadership roles at leading international financial institutions, including HSBC Private Bank, Barclays, and Bank of America Merrill Lynch, where he managed multi-billion-dollar portfolios and led high-performing investment teams. He also founded and successfully scaled financial advisory and fintech ventures, demonstrating strong entrepreneurial and strategic leadership capabilities.
He is known for his disciplined investment approach, deep expertise in alternative assets, and ability to build trusted, long-term client relationships. He holds an MBA in Finance from Indiana University and a Bachelor’s degree in Engineering from the Birla Institute of Technology.
Kavneet is a Senior Finance Professional with 15 years of experience in Finance, Accounting, Audit and Risk Management with leading international Banks and Firms across the GCC.
Most recently, Kavneet worked as an Assistant Vice President with Axis Bank, DIFC heading the Finance Division where she was instrumental in advising the branch in several complex financial transactions, RBI & DFSA Regulatory filings, Asset Liability Management and Budget planning. Prior to this, Kavneet was with HSBC Securities Services (HSS, India). She began her career with Ernst & Young at the Kuwait office in Audit and Assurance Business Services.
She is a Chartered Accountant from ACCA, London and has a Bachelor’s degree in commerce from Delhi University.
Over 20 years of financial markets experience.
Managing Director at MSM DIFC responsible for new business development and relationship management for the MSM Family Office business in Geneva and Dubai.
Previously worked at ICICI Bank; Credit Suisse and Standard Chartered Bank. His last assignment was at UCAP Asset Management DIFC where he led their investment advisory business.
Fluent in English and Hindi.
Bringing over 15 years of international experience in private banking, investment advisory, and wealth management across the UAE and Canada, Mona has advised high-net-worth and ultra-high-net-worth individuals on bespoke investment strategies, portfolio construction, and multi-asset wealth solutions, spanning listed equities, fixed income, and discretionary portfolio management.
Prior to joining the firm, Mona worked for Bank of Sharjah in various roles working closely with financial institutions and External Asset Managers, including Julius Baer, Commerzbank, and Banque Heritage, delivering tailored investment solutions and seamless cross-border wealth management services.
She is recognized for her client-centric approach, strong commercial acumen, and deep expertise in navigating complex financial markets.
She holds a degree in Economics from the University of Toronto.
Rana Besada has over 18 years of experience in investments. She is a Portfolio Manager and Member of the Investment Committee at MSM Investment Advisors SA in Geneva and manager of fixed income portfolios at MSM across all fixed income asset classes.
She started her career with HSBC Bank Middle East and then moved to Mashreq Bank, Dubai where she worked in the role of an Investment Advisor and a member of the Investment Committee team
Rana has an International MBA from IE Business School in Madrid, and a B.A. from Ain Shams University in Cairo and she earned the CFA charter in 2023. She is fluent in English and Arabic
Priya has a strong background in private banking operations and client relationship management. Before joining the firm, she was Team Lead – Customer Service Manager at ICICI Bank DIFC, where she managed high-value client relationships and supported a wide range of banking services, including investments, remittances, account servicing, and other financial and non-financial transactions.
At our firm, Priya supports relationship management activities, ensuring seamless client service while acting as a key liaison between clients, banking partners, and other business stakeholders.
She holds a Master of Science in Information Systems Management from the University of Greenwich, London, United Kingdom, and a Bachelor of Science in Computer Science from Ramnarain Ruia College, University of Mumbai, India.
Brings 9 years of experience supporting C-level executives across diverse industries and business environments in the UAE.
She provides high-level executive and business support to senior leadership, managing complex schedules, travel, meetings, correspondence, and confidential matters. Her strong organizational skills and ability to coordinate across functions ensure seamless day-to-day support and effective execution of business priorities.
She holds an MBA in International Business from UCAM, Spain, and a Bachelor of Science in Psychology from Saint Louis University, Philippines.