Principal, Continental Financial Services S.A.

Tasheer Gulam

Email:

aadil.kadri@cfsgroup.com

Phone:

+971 50 552 0838

Principal, Continental Financial Services S.A.

Tasheer Gulam

Short Bio:

Tasheer joined the CFS Group in 2015, establishing the Group’s presence in Geneva, Switzerland.  He is a Swiss National and has been living in Geneva since 1996.

He brings with him extensive experience as a senior banker with several Tier 1 global financial institutions.  He began his career at JP Morgan, where he spent 12 years in various roles in New York, Toronto and in Geneva.  He has built and led wealth businesses for JP Morgan, HSBC, Barclays, and DBS, managing relationship management teams in Geneva, London, Dubai and in Singapore.

He holds a B.A. in Economics from Cambridge University in the United Kingdom.

 Tasheer brings a multi-dimensional wealth management and financing experience that is increasingly valuable in advising UHNW clients on complex and interconnected insurance, premium financing and wealth management issues in their family wealth planning strategies.  

Additional Information:

Tasheer’s ability to navigate complex cross-border planning needs makes him a go-to advisor for clients seeking continuity, discretion, and meaningful long term wealth impact. His approach is grounded in thoughtfully integrating life insurance solutions with each clients’ personal objectives and mutli-generational wealth strategy.

Education & Certification:

  • MBA – International Business
  • Financial Advisor’s International Qualification (FAIQ) – Chartered Insurance Institute
  • Certified in UAE Financial Rules & Regulations – CISI
  • International Certificate in Wealth & Investment Management (ICWIM) – CISI
  • B.A. in Economics from Cambridge University in the United Kingdom.

Areas of Expertise:

Succession Planning, Global Wealth Structuring, Large-Value Life Insurance, UHNI Client Solutions

Achievement:

  • 40+ years of cross-border advisory experience
  • Trusted advisor to UHNIs and significant family businesses in Europe, the Middle East, Asia and Africa
  • Key contributor to large-value life insurance structuring for succession and liquidity planning
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Continental International Group

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