Our Story
Looking around at the MENA wealth landscape, we saw a huge potential with premier, trusted local financial institutions and rapidly growing consumer demand. But we also saw innovation stifled by legacy systems and outdated technology, and an overreliance on Europe and US-based support teams, highlighting a glaring inadequacy in providing the necessary local services.
Our Investors
Lunate is a new Abu Dhabi-based, Partner-led, independent global alternative investment manager with more than 160 employees and $105 billion of assets under management*
Lunate invests across the entire private markets spectrum, including buyouts, growth equity, early and late-stage venture capital, private credit, real assets, and public equities and public credit. Lunate aims to be one of the world's leading private markets solutions providers through SMAs and multi-asset class funds, seeking to generate best-in-class risk-adjusted returns for its clients. Lunate recently established ALTÉRRA, the world's largest private investment vehicle for climate change action, at COP28.
*as of 31 st March, 2024
Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).
Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators.
Our Executive Team
Roger Rouhana
CEO
Roger has 15+ years experience shaping strategy and building ventures in the Wealth and Asset Management ecosystem, formerly as global Head of Corporate Strategy for BNY Mellon, preceded by 8 years at McKinsey & Company
David Yang
Chief Client Officer
David has 10+ years experience in product strategy and client experience & adoption, formerly as Head of Product Strategy & UX Design for BNYM Wealth Management and Pershing
Pascal Laenen
Chief Technology Officer
Pascal has 20+ years experience in technology leadership roles at top institutions in Europe and the Middle East, formerly as Venture Build Leader with McKinsey & Company
Alexis Calla
Chief AI and Revenue Officer
Alexis has 30+ years experience in investment and wealth management; previously serving as the CPO of an AI-driven fintech, Chief Investment Officer & Global Head of Advisory at Standard Chartered Bank, and Global Head of Investment Products and Advice at Citi
Deepak Khanna
Chief Product Officer
Deepak has 25+ years experience in banking and wealth management, previously building Revolut's Trading Products as Head of Wealth & Trading and serving as Head of Wealth Products & Journeys at HSBC
Piyush Poddar
Chief Financial Officer
Piyush has 15+ years experience leading strategy and transformation programs in Asia and Europe, formerly as Head of EMEA Strategy at BNY Mellon