Our team

Alex is a Principal at Serendipity Capital, focusing on client management and onboarding.

With over 16 years in the financial services sector, Alex has experience in Investment Banking and Wealth Management. Before joining Serendipity Capital, Alex worked at UBS, offering strategic advice to Global Family Offices and Ultra High Net Worth clients. His contributions there centered around business and investment governance structures, emphasizing the creation of Private Label Funds and Family Trusts. Earlier in his career, Alex was part of UBS’s Global Prime Brokerage Division. He subsequently took on roles related to client integration at both Nomura and Lehman Brothers, handling thorough onboarding processes. Alex started his professional path at Goldman Sachs, where he worked on trade surveillance and regulatory compliance.

Alex completed his Bachelor of Arts from the University of British Columbia.