The authors

Two perspectives.
A shared enquiry.

Nick Perryman and Dr Baris Serifsoy bring experience in wealth management together with academic interests in finance, economics and organisational psychology.

Nick Perryman

Co-author, Leadership in Wealth

Nick Perryman

MA MSc MBA CharteredFCSI FMBPsS

Vice Chairman and Partner at Clarus Global Capital, former Managing Director at UBS, and doctoral researcher in organisational psychology.

Nick is Vice Chairman and Partner at Clarus Global Capital. He has over 25 years of experience in wealth and investment management, predominantly spent at UBS where he was a Managing Director. He held a number of senior leadership roles, including Head of Wealth Management for Global Emerging Markets in London, where he led a large business advising wealthy families in Central & Eastern Europe, Middle East, Turkey, Israel, Africa, Latin America and Asia-Pacific.

For six years, Nick was Head of Investment Products and Services where he led the investment management, capital markets, alternative investments, lending and wealth planning functions, responsible for over USD50 billion of client assets, and a sizable lending book. He also founded the client philanthropy unit in the UK, which supported clients in maximising the strategic impact of their giving. Over the years, he has also maintained a strong academic interest in organizational psychology, applying it to family governance.

He has extensive executive and non-executive non-profit and philanthropy experience. Until recently, he served as Vice Chair of the governing body of Royal Holloway, University of London, and also chaired the committee overseeing the university’s USD100 million endowment. He is now Chair of their Development Board and was recently awarded an Honorary Fellowship.

He is a graduate of the universities of London and Durham, including MSc in organizational psychology and MBA in finance degrees, and is currently a Doctoral researcher in organizational psychology. He is also a Chartered Financial Planner, Chartered Wealth Manager, Chartered Fellow of the Chartered Institute for Securities & Investment and Full Member of the British Psychological Society.

Dr Baris Serifsoy

Co-author, Leadership in Wealth

Dr Baris Serifsoy

Dipl-Kfm MBA CFA FRM

Former Managing Director at UBS and Head of its Global Family Office, UHNW Emerging Markets and Financial Intermediaries units for UK and Jersey. Doctorate in finance.

Baris has 18 years of experience in wealth management and investment banking in London, Zurich and Frankfurt. Between 2006 and 2020, he worked for UBS, where he was a Managing Director.

He served as Head of the Global Family Office, Ultra High Net Worth Emerging Markets and Financial Intermediaries units for UK and Jersey, offering wealth management, structuring, lending and investment banking solutions to the largest clients of the firm. His team was entrusted with over USD12 billion of client assets. Prior to this, he was responsible for various significant teams serving wealthy families in Central & Eastern Europe, Middle East, Turkey, Israel, Africa, Latin America and Asia-Pacific.

Before joining UBS, Baris was a research assistant to the Chair of International Banking and Finance at the Goethe University Frankfurt and a visiting scholar in Finance at the Wharton School, University of Pennsylvania.

He published papers on global stock exchanges in peer-reviewed academic journals, including the prestigious Journal of Banking & Finance, and was a regular commentator in the media.

Baris holds a Doctoral degree in finance from Goethe University Frankfurt and the Diplom Kaufmann degree from the University of Regensburg, as well as an MBA degree. He has completed the Chartered Financial Analyst and Financial Risk Manager programmes.

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Perspectives on wealth, investment and behaviour from Nick Perryman and Dr Baris Serifsoy. Delivered occasionally, with something to say.