Roy Sagi
About Roy Sagi
Roy Sagi serves as the Local Managing Director and Israel CEO at Lombard Odier Group, having previously held senior roles at various financial institutions. He possesses extensive experience in wealth management and financial services, supported by an MBA from London Business School and a B.Sc. from Tel Aviv University.
Current Role at Lombard Odier
Roy Sagi serves as the Local Managing Director and Israel CEO at Lombard Odier Group. He has held this position since 2023, operating from the Tel Aviv District. In this role, he leads a senior team that provides integrated onshore and offshore wealth management services. Sagi focuses on advising a select group of clients, leveraging his extensive experience in the financial sector.
Previous Experience in Financial Services
Prior to his current role, Roy Sagi accumulated significant experience in various financial institutions. He worked at Julius Baer as a Senior Private Banker from 2021 to 2023. Before that, he held positions at Credit Suisse as a Senior Relationship Manager and at Citi in multiple roles, including Corporate FX Sales for East Africa and eFX Solutions Sales for EMEA. His career also includes time at JPMorgan Chase as an Analyst in Funds Services and at Leverate as a Financial Analyst.
Educational Background
Roy Sagi holds a Master of Business Administration (M.B.A.) from London Business School, where he studied International Finance from 2012 to 2014. He also earned a Bachelor of Science (B.Sc.) in Economics and Business Management from Tel Aviv University, completing his studies from 2006 to 2009. His educational background provides a solid foundation for his career in finance.
International Experience and Language Skills
Sagi has gained international experience through his roles in various countries, including Kenya and Luxembourg. He has worked in diverse financial markets and has opened a representative office in Tel Aviv in 2017. He is multilingual, speaking English, French, Hebrew, Spanish, Italian, and German, which enhances his ability to serve a broad client base.
Client Advisory and Wealth Management
With over 12 years of experience serving Israeli clients, Roy Sagi specializes in wealth management. He collaborates with an international network of experts to provide tailored financial solutions for both domestic and international clients. His approach emphasizes a personalized service model, focusing on the unique needs of each client.