CFA Institute Names Lutfey Siddiqi Managing Director, Regions and Society Relations

Siddiqi brings extensive industry expertise to CFA Institute

Mumbai, 6 January 2021

CFA Institute, the global association of investment management professionals, has named Lutfey Siddiqi, CFA, Managing Director, Regions and Society Relations, effective immediately. Siddiqi will oversee the organization’s regional teams as well as those who work with its 161 local CFA societies around the world. He will report to Margaret Franklin, CFA, President and CEO. He will be initially based in Singapore before relocating to London later in the year.

“Lutfey brings extensive global industry expertise and a commitment to our mission at CFA Institute. Coupled with his roles in academia, that makes him really a perfect fit for our organization,” said Margaret Franklin, CFA, President and CEO of CFA Institute. “Further, Lutfey has been part of our Future of Finance Council and is a former CFA Society Singapore Board member, so he knows us well and is connected to those we serve. I am looking forward to tapping into his expertise to expand our industry and university partners, and deepen our ties to our volunteer and society network.”

Siddiqi is a Visiting Professor-in-Practice at the London School of Economics and Political Science and an Adjunct Professor at the National University of Singapore, specializing in risk management. He is a member of the World Economic Forum Future Council on Fiscal & Monetary Policy, having previously served on the councils for the future of financing and long-term investing. His industry experience includes stints at UBS, Barclays Capital, and Deutsche Bank.

At UBS Investment Bank, his last role was Global Head of Emerging Markets for FX, Rates and Credit, and founding head of UBS Knowledge Network. At Barclays Capital, he headed FX Distribution and Corporate Risk Advisory in Asia-Pacific. At both UBS and Barclays Capital, he was based in both Singapore and the UK. Prior to that, Siddiqi led FX Structuring at Deutsche Bank in London. He holds an MSc in Economics from the London School of Economics, a First-Class BSc (Hons), in Econometrics from the University of York UK, as well as leadership credentials from Harvard and Oxford.

“I am honored and excited to be joining CFA Institute,” said Siddiqi. “As a charterholder, former Board member of CFA Society Singapore, and an active member of the Future of Finance initiative, I have a long-standing association with the CFA Institute community. I have seen first-hand the important role that this movement plays in the financial services industry around the globe. I look forward to helping lead CFA Institute at a time of tremendous challenge and opportunity for our industry.”

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 160,000 CFA charterholders worldwide in 164 markets. CFA Institute has nine offices worldwide and there are 161 local societies.

For more information, visit www.cfainstitute.org or follow us on Twitter at @CFAInstitute and on Facebook.com/CFAInstitute.

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