Dubai · United Arab Emirates

Multi-asset strategy,
built on discipline.

A senior investment professional with 15+ years across global equities, strategic asset allocation, manager research and M&A — translating macro and market signals into considered portfolio decisions.

Wishwesh Pandya, multi-asset investment professional

Vice President, Investments · Coleman Wealth

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15+Years in finance
5Asset classes covered
4Global firms
4Countries

About

Disciplined capital allocation, globally

"Own quality businesses with durable competitive advantages, strong cash generation, and the ability to compound through economic cycles."

I am a multi-asset investment professional with over 15 years of experience spanning cross-asset strategy, global equities, manager research, and M&A advisory. My career has taken me from KPMG's Corporate Finance division in Doha, through institutional research and multi-asset portfolio work in Sydney with Ord Minnett and Insignia Financial, to cross-asset strategy and global equities at Coleman Wealth in Dubai.

My approach centres on translating macroeconomic and market signals into clear, tactical allocation decisions — pairing top-down asset-class views with rigorous, bottom-up fundamental research. I believe in intellectual honesty, a documented rationale for every view, and a feedback-driven process that learns from both wins and mistakes.

Wishwesh Pandya

Career

Professional experience

Jan 2025 — Jun 2026 Most recent

Vice President, Investments

Coleman Wealth · Dubai, UAE

  • Formulated cross-asset investment views across equities, fixed income, commodities, FX and alternatives, translating macro and geopolitical developments into tactical allocation shifts, including equity and cash weights and regional tilts.
  • Presented at fortnightly Investment Committee meetings — delivering market outlooks, portfolio positioning and downside-risk assessments, and driving debate on conviction and asymmetric risk/reward before capital was committed.
  • Managed the Global Equities strategy: a high-conviction, concentrated 15-stock global portfolio, market cap and sector agnostic, measured against MSCI ACWI, with a structured post-mortem on every position.
  • Drove ongoing evaluation of external managers and liquid alternatives — challenging performance, positioning and fees, and recommending appoint, retain or redeem actions.
Cross-asset strategyTactical allocationGlobal equitiesManager research
Sep 2017 — Sep 2024

Senior Analyst, Manager Research & Equities

Insignia Financial · Sydney, Australia

  • Helped construct and maintain multi-asset model portfolios across conservative, balanced and growth profiles — managing active overweight and underweight tilts against SAA benchmarks and documenting conviction, sizing and expected payoff for each tilt.
  • Ran due diligence across a broad universe of managers, combining quantitative screening of performance, risk and factor exposures with qualitative assessment of philosophy, process and team — informing selection, currency hedging and transition execution.
  • Authored research across the full publication cycle, from daily opening-bell commentary to quarterly reviews and model-portfolio updates, translating the house view into actionable guidance for wholesale clients and advisers.
  • Analysed company fundamentals, interviewed management and built earnings models, making stock recommendations acted on by the investment committee across financials, REITs and ETFs.
Model portfoliosSAA & TAAFund selectionEquity research
Jan 2013 — Aug 2017

Equities Analyst, Investment Strategy

Ord Minnett · Sydney, Australia

  • Took the firm's asset allocation, rates and equity views to institutional investors and the adviser network, and led reporting-season coverage — distilling earnings trends and sector headwinds into actionable recommendations.
  • Acted as gatekeeper for the approved product list, interviewing portfolio managers and vetting investment processes and risk frameworks across funds and ETFs.
  • Designed and ran a firm-wide ETF education program on trading and portfolio implementation.
Market strategyFund gatekeepingETF research
Jan 2010 — Dec 2011

Corporate Finance Analyst, Valuations & M&A

KPMG · Doha, Qatar

  • Performed valuations, financial modelling and due diligence on M&A and corporate finance transactions, and prepared client presentations and transaction documentation.
ValuationM&AFinancial modellingDue diligence

Core skills

Areas of expertise

01

Multi-asset strategy

Cross-asset views across equities, fixed income, commodities, FX and alternatives — turned into tactical allocation shifts.

02

SAA & model portfolios

Building model portfolios across risk profiles and managing active tilts against strategic benchmarks.

03

Global equities

Concentrated, high-conviction, market cap and sector agnostic portfolios of quality compounders.

04

Manager research

Quantitative and qualitative due diligence on managers and liquid alternatives — appoint, retain or redeem.

05

Fundamental research

Financial-statement review, management interviews, competitive positioning and multi-scenario earnings models.

06

M&A & valuations

DCF and comparable-company valuation, financial modelling, due diligence and transaction documentation.

Investment tools & platforms

Bloomberg · Morningstar Direct · Tegus · AlphaSense · Perplexity Finance · Claude

Education

Academic background

2006 — 2009

Bachelor of Commerce

Dual Major — Accounting and Banking & Finance

Griffith University · Brisbane, Australia

Contact

Let's connect

Open to conversations about investment ideas, cross-asset strategy, and collaboration. Whether it's a global equity thesis, an allocation debate, or a fellow investor saying hello — I'd be glad to hear from you.

Emailwishwesh.pandya@outlook.com Phone+971 56 801 8727 LinkedIn/in/wishweshpandya

Dubai, United Arab Emirates