Rajesh Bavalia, CA, CFA

Experience

• 

  KPMG

  Sept 2008 - Jun 2013

  • Assistant Manager Restructuring

    Sept 2011 - Jun 2013

  • Assistant Manager Financial Services Audit

    Sept 2008 - Aug 2011
• 

  Alexandria Bancorp Limited

  Jul 2013 - now

  Raj leads Alexandria’s investment services, providing discretionary and non-discretionary investment management services to high net worth families and individuals. Raj previously managed Alexandria’s treasury and banking services for over a decade, including counter-party relationships with international brokers and custodians. Raj started his career in KPMG’s Financial Services Audit division in the UK specializing in funds, investment trusts and private equity before moving into KPMG’s Advisory department providing independent business reviews for the UK’s leading banks and pension trusts.Raj is a Board Member of the Cayman Islands CFA Society. Raj is a CFA Charterholder and is qualified as a Chartered Accountant with the Institute of Chartered Accountants of Scotland. Show less Rajesh Bavalia is a Private Banking Associate with Alexandria Bancorp’s Cayman Office. Rajesh is responsible for daily management of client banking as well as advising private clients on their financial needs over the short, medium and longer terms.Rajesh has a Bachelor of Arts in Accounting & Finance from Newcastle University, England and in 2011 qualified as a Chartered Accountant as a member of the Institute of Chartered Accountants Scotland. In August 2019 Rajesh became a CFA Charterholder having achieved first time passes at all three levels.Rajesh trained with KPMG in their Financial Services Audit team based in Edinburgh specializing in funds, investment trusts and private equity. After qualifying as a CA, Rajesh moved to KPMG’s Advisory team also based in Edinburgh which included a secondment to Lloyds Banking Group where he assisted in the Bank’s corporate real estate team’s business support unit.Rajesh is originally from Northern Ireland and left the UK in the summer of 2013 when he joined Alexandria Bancorp Limited. Show less

  • Director, Investment Management

    Aug 2023 - now

  • Private Banker

    Jul 2013 - Aug 2023