Having dedicated 27 years to financial risk management — serving as Chief Risk Officer for banks, asset managers, and institutions at the highest level — I always harboured the dream of founding my own firm. Not to serve the privileged few, but to make institutional-quality thinking accessible to those who had never had access to it.
The conversation that started Wealth Max happened gradually. Omer and I had been discussing investments for years — he as a senior surgeon navigating the financial challenges unique to medical professionals, and I as someone who had spent a career managing risk at the highest levels.
Omer helped me see something I had underestimated: the financial services industry was failing doctors. High earners with complex tax situations, irregular income, and limited time — yet consistently served by generalists with no understanding of their world. That insight crystallised everything.
“The goal is to democratise knowledge — making institutional-quality advice accessible to those who deserve it, not just the privileged few.”
— banks, asset managers, and institutions at board and C-suite level
— a friendship that revealed a gap in the market
— tailored investment solutions built around your goals, risk tolerance, and life
— 3 March 2026. The standard is now available to selected clients
Over 27 years in financial services — from South African banking to leading risk infrastructure at a sovereign wealth fund overseeing hundreds of billions. Martin founded Wealth Max to make that standard of thinking available to selected clients.
— built risk division from inception, led Investment Committee, secured >$3BN. PIF is now the world’s leading sovereign wealth fund.
— CSSF-approved, chaired Risk & Compliance Committee, structured credit oversight.
— banking and wealth management, co-chaired ALCO with CFO, led Société Générale/Hambros acquisition due diligence.
“Mean reversion of rates and prices in the SA market” · Studies in Economics and Econometrics
“The Silence of the Lambdas” · Risk Magazine Special Report
Clinical Director for Specialised Surgery at Maidstone and Tunbridge Wells NHS Trust, and founder of his own private surgical practice. Omer brings the discipline, precision, and client-centred focus of a senior medical professional to financial partnership.
— Specialised Surgery division leadership at one of the UK’s leading NHS trusts.
— academic surgical expertise combined with senior NHS leadership and independent private practice.
— responsible for client engagement and business development. FCA approved from 3 March 2026.
Wealth Max Limited is authorised and regulated by the Financial Conduct Authority. The value of investments may fall as well as rise. Past performance is not a reliable indicator of future results.
We are legally obliged to act in your best interests, deliver fair value, and avoid foreseeable harm at every step of the client relationship.
If you are ever dissatisfied, our complaints process is clear and prompt. Unresolved complaints may be escalated to the Financial Ombudsman Service (FOS) at no cost to you.
Comprehensive policies covering suitability, AML/KYC, conflicts of interest, vulnerable clients, data protection, and business continuity.
The first conversation is always free.
We will tell you honestly whether Wealth Max is the right fit.
