Pakawit Sangdara

Investment and wealth management executive with 10+ years of experience across asset management, securities, institutional investment, banking, and strategic advisory roles. Proven track record in managing institutional portfolios exceeding THB 17 billion, leading investment transformation initiatives, establishing risk and compliance frameworks, and developing strategic asset allocation solutions across domestic and international markets. Currently serving as Vice President at CIMB Thai Bank while advising organizations through GLG and PwC Thailand.

Vice President, Juristic Wealth Relationship Manager at CIMB Thai Bank Public Company Limited (2026-04 – Present)

• Advise juristic clients, including cooperatives, foundations, associations, and corporate entities, on deposits, fixed income products, mutual funds, treasury solutions, and wealth management strategies.
• Structure investment solutions aligned with clients' objectives, liquidity requirements, and risk profiles.
• Develop and maintain long-term relationships with key institutional clients while supporting business growth and portfolio expansion.
• Collaborate with internal product specialists and business units to deliver integrated financial solutions.

Advisory & Consulting Experience at GLG (Gerson Lehrman Group) / PwC Thailand (2025-12 – Present)

• Provide advisory services on Thailand investment industry, fund distribution landscape, and Provident Fund (PVD) market practices.
• Advise institutional and private-sector clients on regulatory frameworks, distribution channels, and retirement investment solutions.

Head of Investment management at National Savings Fund (NSF) (2025-07 – 2026-03)

• Managed institutional portfolios exceeding THB 17 billion across multiple asset classes.
• Led investment transformation initiatives covering systems, workflows, governance, and operating processes.
• Established risk management and compliance frameworks aligned with asset management best practices.
• Enabled offshore investment capability through regulatory and operational enhancements.
• Developed Strategic Asset Allocation (SAA) for Thailand's Retirement Lottery initiative.
• Developed a TFRS9-compliant Expected Credit Loss (ECL) model supporting financial reporting and risk assessment.

Vice President, Head of Private fund department at Beyond Securities Public Company Limited (2022-07 – 2025-06)

• Reorganize the new Private fund Department by Install the entire new investment system, Adjust onboard flow and overall workflow, Restructure of Investment Committee, etc.
• Improve and update the compliance and risk management workflow and system
• Setting the vision, mission, and strategic goals and Managing the financial health of the department, including budgeting, and ensuring profitability
• Continuing Co-ordinate with partner that synergy for new business opportunities
• Motivating our team of professionals to achieve department goals and objectives
• Building and maintaining relationships with stakeholders
• Fund under management: Private Fund (Thai Equity, Foreign Equity, Fund of Funds, Fixed income, Multi-asset)

Senior Associate, Asset allocation department at SCB Asset Management (2021-07 – 2022-06)

• Analyzed models to determine strategic asset allocation and support investment decisions.
• Developed models and tools to enhance investment decision-making and established internal systems to streamline workflow and improve efficiency.
• Coordinated with external parties and service providers to support investment operations.
• Presented investment policies to clients and provided information to facilitate decision-making.

Senior Manager, Fund management department at Asia wealth Asset Management (2018-09 – 2021-06)

• Managed portfolios including SCBSMART2, SCBSMART3, SCBSMART4, SCB2566, SCB2576, SCB2586, SCBRAA, private funds, and provident funds.
• Developed models, including bootstrapping models, to support investment decisions, strategic asset allocation, and portfolio research.
• Established internal systems to improve workflow efficiency and support investment operations.
• Coordinated with external parties and service providers to align investment processes.
• Presented investment policies and provided key insights to support client decisions and reporting.
• Managed private fund portfolios focusing on Thai equity, maintaining performance in line with mandates

Master of Business Administration in MBA – National Institute of Development Administration (2018)

Bachelor of Engineering in Electrical – Chulalongkorn University (2013)