Open to opportunities

Omar Baydoun

@omarbaydoun

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Chartered financial advisor blending wealth management, Islamic finance, and digital assets.

United Kingdom

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What I'm looking for

I’m looking for a client-centric role where I can deliver FCA-compliant wealth management, build bespoke portfolios, and bring my Islamic finance and digital asset research mindset to help clients grow responsibly.

I’m a Chartered Financial Advisor with nearly 10 years’ experience in wealth management, focused on helping clients make confident decisions across retirement, investments, tax, estate planning, and protection. I build portfolios around each client’s objectives, risk tolerance, and financial situation, using a structured financial planning approach.

Most recently, I’ve advised high net worth clients through FCA- and firm-compliant advice, including holistic retirement planning, investment management, and tax/estate planning. Previously, I worked with ultra-high net worth UK and international clients on complex pension and retirement planning, trust and inheritance tax planning, and investment management.

I’ve also led digital asset investing as CIO/Founder at Distributed Ventures CY LTD, trading digital assets and using DeFi ecosystems to pursue halal returns on capital. Alongside trading, I generated and presented macroeconomic research for clientele, linking interest rate decisions, monetary policy, commodities, geopolitical trends, and FX to investment thinking.

Earlier in my career, I served as a Private Banker at Access Bank UK and Associate Private Banker at National Bank of Kuwait, managing HNW portfolios, executing and structuring investment solutions, and onboarding clients. I’ve consistently delivered results—breaking records for new client development and developing business—while staying grounded in KYC, AML, and broader regulatory requirements.

Experience

Work history, roles, and key accomplishments

Self-Employed Financial Advisor

Quilter

Apr 2025 - May 2026 (1 year 1 month)

Provided holistic financial advice to high net worth clients, including retirement planning, investment management, tax and estate planning, and protection. Built bespoke portfolios using a structured six-step financial planning process and delivered FCA- and Quilter-compliant advice.

Wealth Management Financial Advice Retirement Planning Investment Management Tax Planning Estate Planning Protection Portfolio Construction Financial Planning

Private Client Advisor

Vie International

Jan 2024 - Nov 2024 (10 months)

Advised ultra-high net worth UK and international clients on complex pension and retirement planning, investment management, and trust and inheritance tax planning. Conducted cash flow modelling and investment management using research and market tools, while developing new business through networking and outreach.

Retirement Planning Investment Management Trust Planning Morningstar FE Analytics Business Development Networking LinkedIn Sales Navigator

CIO/Founder

Distributed Ventures CY Ltd

Aug 2021 - Jun 2023 (1 year 10 months)

Traded digital assets using DeFi ecosystems to generate halal returns on invested capital. Produced and presented macroeconomic research for clients and provided investment consultancy to HNW clients on selecting suitable investment managers.

Digital Assets DeFi Macroeconomic Research Monetary Policy Investment Consulting Investment Selection

Private Banker

Access Bank UK

Jan 2019 - Aug 2021 (2 years 7 months)

Managed discretionary and execution-only portfolios for HNW clients and introduced 35 new clients over two years. Traded OTC instruments using Bloomberg and prepared bespoke discretionary portfolio solutions, contributing analysis to SAA/TAA asset allocation strategies.

Discretionary Portfolio Management Execution Only Advice OTC Trading Eurobonds Equities Bespoke Portfolio Construction Asset Allocation Tactical Asset Allocation (TAA)Client Advisory

Associate Private Banker

National Bank of Kuwait

Sep 2014 - Mar 2017 (2 years 6 months)

Managed a portfolio of HNW clients and onboarded new clients on an ongoing basis. Researched single-name equities for bespoke client solutions using Bloomberg, Excel, and Refinitiv while applying KYC, AML, and TCF regulatory requirements.