Abhay Lamba
Advisor - Investment Research & Analysis.
Biography
Mr. Abhay Lamba is a Chartered Accountant and finance professional with strong experience across private equity, direct investments, M&A advisory, transaction services, portfolio valuations, and corporate finance. He brings a disciplined analytical approach, deep financial modelling expertise, and exposure to complex investment environments across the United Kingdom and New Zealand.
He currently serves as Senior Associate - Portfolio Reporting and Valuations at Permira, London, where he is responsible for quarterly valuation of portfolio companies, exit modelling, scenario analysis, and performance review for senior investment partners and portfolio review committees. His role includes preparation of investor reporting materials, benchmarking new investment opportunities, and streamlining valuation and reporting processes to enhance efficiency and decision-making.
Previously, Mr. Lamba worked as an Investment Analyst at New Zealand Green Investment Finance, a government-backed green investment bank, where he supported investment committees through financial modelling, due diligence coordination, valuation, and project finance execution across renewable energy and low-emission transport initiatives. Earlier in his career, he held progressively senior roles at EY (Strategy and Transactions), advising on M&A, transaction services, valuations, and vendor due diligence for corporate and government clients.
Mr. Lamba is a Chartered Accountant (CA ANZ) and holds a BCom/BA conjoint degree from the University of Auckland, majoring in Accounting, Finance, and Economics, with a minor in Statistics. He graduated as a Senior Scholar and consistently ranked in the top percentile of his professional examinations. He brings strong financial governance, investment oversight, and analytical rigour to board-level discussions.
Email Address
admin@thephoenixbank.com
Our Address
1st Floor, Lot 63, Jalan Merdeka, 87007 Labuan F.T., Malaysia
Phone Number
+6087412963
Profile Focus
Investment Research & Analysis
Leadership approach
Our team supports cross-border trade, capital flows, merchant payments, securities activity, fund management, and client advisory mandates with disciplined execution.
Every engagement begins with suitability, due diligence, documentation, and risk assessment so clients can move forward with confidence.
Phoenix works with corporates, institutions, entrepreneurs, investors, and financial counterparties that need structured, transparent, and well-governed banking solutions.
The bank brings together international banking, capital markets, securities, advisory, and risk experience under a regulated Labuan investment banking platform.
Phoenix Investment Bank (Labuan) Ltd delivers regulated investment banking, trade finance, prepaid card and payment program support, wealth management, broking, and advisory solutions for professional and institutional clients.
Institutional focus
Licensed in Labuan, Malaysia and regulated by the Labuan Financial Services Authority (LFSA), Phoenix combines governance, correspondent connectivity, and practical transaction structuring.
Our team supports cross-border trade, capital flows, merchant payments, securities activity, fund management, and client advisory mandates with disciplined execution.
Advanced Certification in Corporate Finance, Valuation
Every engagement begins with suitability, due diligence, documentation, and risk assessment so clients can move forward with confidence.