Vineet K Vohra, CFA

Director & Practice Leader

Arete Consulting

Profile:

Vineet is a senior financial services professional with almost 3 decades in the Banking and Financial Services Industry, across  wealth management- buy and sell side, banking- private client and retail banking, and insurance- pensions and life. He has an  extensive track-record in driving sustainable top-line growth, establishing effective risk-controlled governance regimes, and  spearheading lasting transformation , in both line and matrix settings. Vineet has held roles of  progressing responsibilities with HSBC, ANZ, ING, and Citibank, at country, regional and global levels. He currently leads the  wealth management practice for Arete Financial Partners, a management consulting boutique, based in Singapore, offering M&A, Digital & Strategy advisory services to banks, asset managers and insurers, regionally. Vineet is a CFA charter holder, with an MBA and degree in Engineering. A Singapore national, he is a member of the Singapore Institute of Directors, and CFA Singapore.

The latest articles from Vineet K Vohra, CFA

Investments

Redefining advice to meet client goals In a video interview, Vineet K Vohra, CFA, of Arete Financial Partners says a better understanding among bankers of clients’ goals – and aligning portfolios accordingly – will drive more holistic advice, rather than the focus on short-term compensation..

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The latest events from Vineet K Vohra, CFA

The latest event content from Vineet K Vohra, CFA

Strategy & Practice Management

A need for greater capacity in independent firms Creating the next generation of advisers for these types of organisations is one of the main objectives – and hurdles – for the industry as a whole. Doing it and attracting experienced private bankers and other suitable candidates requires the right mind-set..