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.
Articles
The latest articles from Vineet K Vohra, CFA
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..
June 5, 2017 Vineet K Vohra, CFA of Arete Consulting June 5, 2017
Strategy & Practice Management
A need for greater capacity in independent firmsApril 4, 2017 Michael Stanhope April 4, 2017
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