Optimus Advisory helps you to preserve and enhance your wealth for future generations. Working with high net worth families and individuals, we develop robust governance and structures. These include family charters, succession planning, asset ring fencing through offshore structures, establishing family offices, creating or reviewing investment policies and providing independent directorships.
We take time to understand your challenges and objectives to recommend the right approach, and we guide you through every process.
Optimus Advisory was founded by Bashar Bazian, a seasoned private & investment banker as well as a Trust and wealth manager.
With over 28 years of work experience starting in the US and then Saudi Arabia, he moved to Bahrain in 1999 to join Merrill Lynch as a private banker and on to UBS, Arab Bank and Credit Suisse. He then joined the fiduciary service provider and trust administrator Intertrust (Formerly known as Ogier/Elian) as the CEO of the Middle East.
During his many years of experience, Bashar has seen the consequences of families not having proper governance and succession planning. He therefore decided to launch Optimus Advisory to help his clients to develop clear plans to secure their wealth and businesses for the future.
As an expert in private and investment banking, as well as in trust and administration services, Bashar understands the need to bridge the gaps for many high net worth families. This can be achieved through structured governance.
Most importantly, families in the GCC want to preserve their family businesses and wealth for future generations. Bashar has established Optimus Advisory to help you preserve your legacy.