Wishwesh Pandya — Investment Professional
Investment Professional · Dubai, UAE

Wishwesh
Pandya

VP — Investments, Coleman Wealth

Senior investment professional with 15+ years across global equities, M&A, and portfolio management. Currently leading global equity strategy at a $2bn long-only fund — focused on high-quality compounders with durable competitive advantages.

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Dubai, United Arab Emirates
15+
Years in Finance
$2bn
Fund AUM Managed
4
Global Firms
3
Countries
Specialisations
Equity Research & Fundamental Analysis
Portfolio Construction & Asset Allocation
Multi-Asset Strategy
Buy-Side Investment Management
Sell-Side Research
Manager Due Diligence
Macro Research
Mergers & Acquisitions
Banking & Finance
Investment Tools
Bloomberg Morningstar Direct Tegus AlphaSense
About

Disciplined capital
allocation, globally

"Focus on high quality global businesses with durable competitive advantages, strong cash generation, and the ability to compound through economic cycles."

I am a senior investment professional with over 15 years of experience spanning equity research, portfolio management, M&A advisory, and manager due diligence. My career has taken me from KPMG's Corporate Finance division in Doha, through institutional equity research in Sydney with Ord Minnett and Insignia Financial, to leading global equities at Coleman Wealth in Dubai.

My investment philosophy centres on owning a concentrated portfolio of exceptional businesses — those that generate durable returns on capital, are led by capable management teams, and can compound intrinsic value across economic cycles. I believe deeply in rigorous fundamental analysis, intellectual honesty, and a feedback-driven investment process.

Global Equities Fundamental Analysis Portfolio Management M&A Advisory Manager Research Equity Research Financial Modelling Valuation
Quality First
Seeking businesses with durable moats and superior returns on capital — market cap and sector agnostic.
Deep Research
Rigorous fundamental analysis — financial statements, management interviews, and industry dynamics.
Risk Discipline
Margin of safety, no leverage, no speculation — protecting capital is as important as growing it.
Feedback Loop
Continuously learning from both successful and unsuccessful positions to sharpen the investment process.
Career

Professional
Experience

Jan 2025 — Present
Coleman Wealth
Dubai, UAE
Current Role
Vice President — Investments
  • Part of the senior investment team at a $2bn long-only fund, with primary responsibility for the Global Equities strategy — a high conviction, concentrated 10-stock portfolio that is market cap and sector agnostic.
  • Focus on high quality global businesses with durable competitive advantages, strong cash generation, and the ability to compound through economic cycles, while maintaining valuation discipline and portfolio diversification.
  • Present at fortnightly Investment Committee meetings, delivering market outlooks, portfolio positioning, and downside risk assessments — actively driving debate on conviction and asymmetric risk/reward before capital is committed.
  • Contributed to successful investments in Tesla, Alphabet, Taiwan Semiconductor, Amazon, and Salik; reinforcing a disciplined, feedback-driven process through both wins and lessons.
Global Equities Portfolio Strategy IC Presentations Risk Assessment Compounders
Sept 2017 — Sept 2023
Insignia Financial
Sydney, Australia
Senior Equities Analyst — Equity Research
  • Performed detailed company analysis by evaluating industry and company fundamentals, interviewing management, analysing financial statements, and building earnings models. Presented and defended comprehensive stock evaluations to the investment committee.
  • Worked closely with the portfolio manager to identify and select diversified Australian companies with potential for superior earnings across multiple economic cycles — managing risk through business quality, margin of safety, and diversification.
  • Conducted rigorous due diligence on external fund managers, ensuring robust investment processes, sound governance, and alignment with stated investment objectives.
Equity Research Financial Modelling Manager Due Diligence Portfolio Review
Jan 2013 — Aug 2017
Ord Minnett
Sydney, Australia
Equities Analyst — Equity Research
  • Produced in-depth equity research and reporting season publications highlighting key earnings trends, corporate growth prospects, and sector-specific headwinds. Delivered investment recommendations to institutional clients and the adviser network.
  • Led fund and ETF research, interviewing managers to evaluate investment processes, portfolio characteristics, and risk frameworks for inclusion on the approved product list.
  • Initiated a firm-wide ETF educational program to enhance trading and portfolio implementation knowledge across the organisation.
Institutional Research ETF Research Client Advisory Market Strategy
Jan 2010 — Dec 2011
KPMG
Doha, Qatar
Corporate Finance Analyst — Valuations & M&A
  • Supported M&A and corporate finance transactions through valuations, financial modelling, and due diligence, while preparing client presentations, investor roadshow materials, and transaction documentation.
  • Produced internal research reports on M&A regulations, competition laws, and capital markets for senior leadership — contributing directly to deal execution and client advisory.
Valuation M&A Financial Modelling Due Diligence Capital Markets
Core Skills

Areas of
Expertise

01
Global Equity Strategy
Building and managing concentrated, high-conviction equity portfolios across global markets — market cap and sector agnostic — with a focus on quality compounders.
02
Fundamental Research
Deep-dive company analysis encompassing financial statement review, management interviews, competitive positioning, and multi-scenario earnings modelling.
03
Portfolio Management
Portfolio construction and risk management with emphasis on business quality, margin of safety, diversification, and a disciplined no-leverage approach.
04
Manager Due Diligence
Rigorous evaluation of external fund managers — assessing process robustness, governance frameworks, and alignment with stated investment objectives.
05
M&A & Valuations
End-to-end support for M&A transactions including DCF and comparable company valuations, financial modelling, due diligence, and transaction documentation.
06
Investment Communication
Presenting market outlooks, investment theses, and portfolio assessments to Investment Committees, institutional clients, and adviser networks with clarity and conviction.
Education

Academic
Background

2006 — 2009
Bachelor of Commerce
Dual Major
Griffith University
Brisbane, Australia
Specialisations
Areas of Focus
Accounting
Banking & Finance
Investment Tools & Platforms
Bloomberg Terminal Morningstar Direct Tegus AlphaSense
Contact

Let's connect

Open to conversations about investment opportunities, research ideas, and strategic collaboration.

Whether you're looking to discuss a global equity thesis, explore potential partnerships, or connect with a fellow investment professional — I'd be glad to hear from you.

Email
w@wishweshpandya.com
Phone
+971 568 018 727
LinkedIn
linkedin.com/in/wishweshpandya
Location
Dubai, United Arab Emirates