Wally Okby

Wally Okby

Strategic Advisor

Areas of Expertise: Advisor Trends, Advisor-Focused Platforms and Tools, Alternative Investments, Client Engagement and Reporting, Core Systems, Customer Relationship Management (CRM), Digital Assets, Digital Transformation, Digital Wealth Management, Emerging Markets, ESG, International Private Banking, Know Your Customer (KYC), Philanthropic Advisory, Practice Management

Wally Okby is a Strategic Advisor for Aite-Novarica’s Wealth Management practice, focusing on international private banking and socially responsible investments. He has covered the offshore private banking space for 10 years while living in Luxembourg and Dubai. His mandate was to provide hands-on investor relations as well as private banking and wealth management solutions to ultra-high-net-worth and family offices in emerging markets. Accounts and trusts were opened in various global jurisdictions, such as Zurich, Geneva, Singapore, Luxembourg, London, and New York.

Prior to joining Aite-Novarica, Wally was a Senior Director for Societe Generale Private Bank, Vice President and Senior Private Banker for Citi Private Bank, and Head of Private Banking at AIG (Falcon) Private Bank in Dubai. Between 1993 and 2008, Wally held research, strategy, and consulting roles at other top-tier global asset management and financial institutions in New York, including Morgan Stanley, Prudential Financial, BlackRock, and AIG Investments.

Most recently, Wally was Vice President of Investor Relations for Capital Good Fund, a U.S.-based nonprofit microlender. He was also Head of Investor Relations and Distribution for Eureeca.com, the world’s first globally licensed crowdfunding market (U.K., Malaysia, the Netherlands, and the United Arab Emirates).

Wally holds a bachelor’s degree in Economics from State University of New York at Albany and an MBA from Fordham Graduate School of Business. He is fluent in English and Arabic.


Thursday, February 2, 2023
Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. Wealth Management faces its first extended downturn since the Great Recession...
Monday, December 19, 2022 | 4:15 p.m. ET
Not long ago, client reporting was viewed as mainly a regulatory requirement. Today, leading investment advisors are looking for ways to strengthen client relationships with reporting that provides a superior client experience.  Join Aite-Novarica Group Strategic Advisor Wally Okby, Addepar...


February 14, 2023
In 2021, I was provided the unique opportunity by the good folks at Refinitiv Financial Solutions to look under the hood of their newly launched sustainable development scores tool. For anyone who is not familiar with it, this product is used by investors and analysts to gauge how well sovereigns align with the U.N.’s sustainable development goals. At the time, I noted that the diligent,...
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August 31, 2022
Wealth management firms rely on their core banking systems to serve their customers across the entire value chain. But antiquated systems are challenging many financial institutions (FIs) in their quest to keep up with their industry’s ever-changing demands, which prioritize speed and flexibility. While FIs of different sizes have varying challenges, at a bare minimum, all wealth management...
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