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Malik Sarwar

SENIOR PARTNER & MANAGING DIRECTOR, WEALTH MANAGEMENT

Malik has operated at the leading edge of the global wealth management industry for over 30 years across the US, Asia, and MENA. He has led Wealth Management organizations to market-leading positions by helping their clients achieve their life goals and dreams. He deploys a genuinely passionate style based on his “war stories”, motivating senior eaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results.

Malik is a noted writer, speaker/panelist and frequent chair at industry conferences on: Moral leadership, WM best practices, incl. digital innovations and exceptional client experience; mega-trends like women’s empowerment, gen. wealth transfer; primary advisors and team leader’s excellence and financial advisory platforms/products innovation.

As Global Head of Sales Management/Wealth Development at HSBC, Malik renewed the company’s wealth business in 12 markets through a digital transformation program centered on client journeys that resulted in double-digit growth of client assets. Prior to that, he launched the wealth management proposition at Abu Dhabi Islamic Bank. He has also served as a Senior Executive at Permal, Merrill Lynch, and Citi. During his 7 years at Citi, he was the President of Citicorp Investment Services (US) and Head of Wealth Management (Asia), growing their franchises.

In 2017, out of his passion for leadership, Malik established K2 Leaders, his own consultancy firm. He also serves as an External Advisor to Bain and Co, a Senior Advisor to Singapore Consultancy and is the co-author of “Executive Certificate in Wealth Management”, a post-graduate certificate program with Zishi/University of Bath School of Management, UK (top 10 in UK). Malik is an Advisor and, along with his wife Najmi, a Development Partner of Acumen, a pioneering social impact organization. He is also active with Developments in Literacy, a non-profit that provides education to underprivileged girls in rural Pakistan. Malik, Najmi, their two daughters, and two sons are avid hikers and scuba divers, and live in NY, NY.

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