Yousuf Siddiki, CFA, CPA
Managing Partner, KSA
Yousuf Siddiki is the Managing Partner for ValuStrat in the Kingdom of Saudi Arabia, bringing over 20+ years of elite institutional banking, audit, and capital markets experience to the firm’s regional consulting practice.
Executive Profile
A Saudi citizen and globally recognised finance professional, Yousuf holds the distinguished honour of being recognised by the Guinness Book of World Records as the ‘Youngest CPA in the World’. He combines this exceptional technical foundation with the CFA charter and accreditation as a Fellow Member of TAQEEM (Saudi Authority for Accredited Valuers).
Yousuf’s career is defined by high-impact roles at tier-one global financial institutions. He served as Vice President at Bank of America Merrill Lynch in Dubai and at Lehman Brothers/Nomura across London and Dubai, where he managed MENA clients in the Fixed Income sector. He built deep domestic market expertise during his tenures at SAMBA Financial Group and the National Commercial Bank (NCB) in Jeddah, focusing on product development and treasury sales for major Saudi conglomerates and family offices. He began his career by strengthening his statutory expertise in Deloitte's Audit Division in Saudi Arabia.
Strategic Advisory & Client Value
- Capital Markets & Fixed Income: Leverages decades of tier-one banking experience to advise on complex treasury structuring, debt instruments, and financial product development.
- Institutional Governance & Audit: Applies rigorous audit methodologies to ensure valuation frameworks meet the strictest international and domestic compliance standards.
- Domestic Market Penetration: Utilises deep-rooted relationships with Saudi family offices and financial institutions to drive strategic alliances and facilitate high-value capital deployment.
Core Areas of Expertise
- Capital Markets & Treasury Operations
- Statutory Audit & Corporate Governance
- Real Estate Investment Analysis
- MENA Institutional Client Coverage
- Saudi Corporate & Family Office Strategy
Qualifications & Professional Affiliations
- 20+ Years of experience in audit, banking, real estate & capital markets
- 12+ years of Saudi business growth and leadership at ValuStrat
- Chartered Financial Analyst (CFA) Charterholder
- Certified Public Accountant (CPA) (Guinness World Record Holder for Youngest CPA in the World)
- Fellow Member of TAQEEM (Saudi Authority for Accredited Valuers)
- Bachelor of Science in Accounting, King Abdul Aziz University
