About Us

JV Partners is a team of independent specialists with years of experience in the banking and financial services industry.

Founded in 2014, JV Partners was started with an aim to support and empower its clients to achieve their desired future goals. JV Partners has been engaged in active client relationship building with a focus on specialist advisory and consultancy services.

Our Objectives

Our objective is to engage with our clients using a consultative approach following a four-step process

Analyzing individual and corporate goals of our clients

Strategizing on ways to accomplish these goals

Building a structured and planned path to achieve the desired result

Empowering our clients to successfully meet their aspirations

Our Team

Moses Vales

Managing Director

Moses is a dynamic professional with over 15 years of rich experience in financial advisory and business development across the GCC.

Moses was employed with Citibank as a Financial Advisor and Relationship Manager during which he managed portfolios of high net worth clients across the GCC. He began his career with ICICI Bank in the International Banking Group. He is a strategic partner and possesses a deep understanding of markets, market cycles and asset classes, strong relationship management and advisory skills. Moses enjoys patronage of clients across the Middle East.

He holds an M.B.A, Award in Financial Planning from CII and International Certificate in Wealth and Investment Management from CISI, UK.

Moses’ key belief when founding JV Partners was education and empowerment of his clients to take the right decisions to help them achieve their current and future goals.

A Tribute – Ashley Lobo

Director

Ashley was a seasoned professional with a successful career spanning over 19 years. Ashley began his professional career in the QSR industry with one of the biggest global brands (McDonalds) in the industry, that too at a very nascent time for this type of business in India. Starting from scratch, he worked his way up to managing teams of highly motivated service professionals across Mumbai, India. From there he moved to Bahrain, where he began his career in the financial services industry in 2001, a journey of 17 years in bancassurance, retail banking & wealth management with Citibank in the Kingdom of Bahrain. He was employed with Citibank Bahrain from 2001 until 2018 and his last position held was Assistant Vice President – International Personal Banking. In 2018, Ashley decided it was time to enhance and utilize his strengths and take things to the next level, with this came his move to JV Partners.

A strategic sales planner with expertise in managing HNI accounts of clients across the GCC, Ashley has in the past managed teams across various channels of Citibank. Exceptional ability to identify and capitalize on market opportunities, able to successfully develop and maintain cross-cultural relationships. His core strengths are his excellent interpersonal, analytical and organizational skills.

His recent passing is of great sorrow to the JV Partners family.