HUBBIS INDIA WEALTH MANAGEMENT FORUM 2024

Shreya Rao (TEP) is a partner with AZB & Partners and co-heads the firm’s Private Client Practice. She advises promoter families, HNWIs, international private clients and their institutions on a range of issues, including the structuring of inter–generational wealth transfers through trusts and wills, the purchase and bequeathal of luxury assets, philanthropy and family governance structures. She has been recognized as one of Asia’s Top 15 Private Wealth Lawyers by Asian Legal Business, and is ranked in tax and private client law by the Chambers and Partners and Legal 500 reviews. Shreya is the lead jurisdiction editor for India for STEP and one of two Indian members of The International Academy of Trusts and Estates Law. She holds an LLM from the Harvard Law School.

Feroze Azeez, as the Deputy Chief Executive Officer, drives and evolves the strategic direction for the company, shaping Anand Rathi Private Wealth Management's strategy with the dynamic business landscape, while nurturing a team of leaders to deliver the company's vision to its execution. He has been instrumental in scaling the company’s growth to Rs. 18,000 crore business from Rs. 4,500 crore in the last six years. Feroze Azeez, being the youngest Deputy CEO in the wealth management industry, joined Anand Rathi Private Wealth Management in the year 2012. His phenomenal journey started by leading the Product Team. With his ascension to Deputy CEO in 2016, he mentors and guides over 600 employees across all nine locations. Feroze is a powerhouse of information and data on the financial markets, has a mind of a sharp businessman and a heart of gold. Being data-driven, Feroze has unveiled the mask of marketing and sales in the wealth management industry and brought in analytical effectiveness. Feroze has built a seamless structure that encompasses company value and aligns with the underlying proposition of Anand Rathi. Feroze has deep understanding of a client’s perspective, as he is one of the largest clients of the company. He is one of the top three wealth managers in India as he manages assets worth over Rs. 1,200 crore personally, for large families and senior management professionals. He also manages the company’s treasury worth over Rs. 3,000 crore. Feroze’s biggest contribution to the wealth management industry is in the revolution of structured products through application of derivatives as a risk management tool. Due to his vision, Anand Rathi Private Wealth Management today has the highest market share of 35% when it comes to structured products. Since 2007, the structured product designed by Feroze has become a model that almost all investment institutions have tried to replicate as part of their product framework. In fact, Feroze manages one of the largest derivative books in the country. Feroze is also known for his innovative financial solutions and radical methods of wealth management. In fact, Feroze’s ability to uncomplicate structured products has become the sole reason why structured products is an investment that is no more selective to only corporate treasuries and biggest family offices in the country, but is also now open to the HNI segment. Recently, Feroze has been named as part of Fortune India’s Class of 2019 – 40 under 40 list, which recognises stalwarts for the unique contributions to the industry. He has over 17 years of experience in the Indian financial market and has done a specialised course in the derivatives space. Feroze is a prominent personality and a Personal Finance Expert in the Indian media space.

Mr. Virendra Somwanshi is the Head of Wealth Management, Capital markets and NRI business and looks at the overall strategy and execution of these businesses at Bank of Baroda.He has to his credit more than 25 years of rich, multi geography experience of Retail banking & Private wealth Management and has served both multinational and Indian corporates in various leadership roles and also in the capacity as a Board Member. With over 17 years at Citi, he has worked in multiple businesses across consumer banking both assets and liabilities, wealth management, securities and investments management in India and Singapore. His last Designation with Citi was Country Head – Citi Wealth Advisors. Prior to joining Bank of Baroda, he was designated as the MD & CEO of Motilal Oswal Private Wealth management. He is considered as a thought leader in the wealth management industry and represents the industry in various forums. Mr. Virendra is a Bachelor in Mechanical Engineering and holds a MBA degree from Symbiosis Institute of Business Management, Pune University. He is a Sports enthusiast and an Avid Full Marathoner.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Rohit is Director - Private Clients at Henley & Partners India. Providing global Citizenship-by-Investment & Residence-by-Investment Planning services to UHNW, HNW, NRI Individuals including Business Promoters, Entrepreneurs, Startup founders, CXO's and prominent business families across India and globally. Extensive Business Development/Sales/Marketing Experience of 16 years that spans across Investment Migration, Banking, Financial Services & IT sector including Relationship management, Key Account Management, Strategic Planning, Team Management etc.

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

Caroline is currently the Head of Human Resources at Sanctum Wealth Management and is a part of the Founding Team. She is the strategic advisor to business on people matters and is responsible for ensuring the effective delivery of the HR operations and staff engagement agenda.

Caroline is a seasoned HR professional with 16 years of experience behind her. She joined Sanctum from RBS where she spent over 9 years being the HR business partner for varied business lines including private banking, retail banking, retail broking, transaction banking, retail assets, support functions & operations. She specifically supported the transformation of ABN AMRO private banking to RBS Private Banking (Coutts) that involved designing and delivering the resourcing strategy, compensation re-alignment exercise and employee engagement initiatives to name a few. Prior to RBS, she was associated with American Express and Tata Finance, where again, in addition to being an HR delivery manager, she played a leading role in significant business set-up and change programmes. 

Caroline holds a Bachelor’s degree in Business Administration from Madurai Kamaraj University and Masters in Labour Studies from the Maharashtra Institute of Labour Studies.

Shiv Gupta is founder of Sanctum Wealth Management, and former head of RBS Private Banking in India. He was a member of the RBS India Executive Committee and the India business representative on the Coutts International Asia Management Committee. Based in Mumbai, Shiv oversaw all aspects of RBS’ Private Banking business in India which had close to 100 staff including 29 private bankers located in 4 offices across the country. Shiv had been a part of the RBS Group for 14 years and was one of the founding members of the Coutts International South Asian business. Prior to India he was based in Singapore managing the NRI business in Asia Pacific, as well as the Thailand market. Born in India, Shiv holds a Bachelor’s degree in Economics (Hons) from the Hindu College, Delhi University.  He is also a graduate of the Harvard Business School’s General Management Program (GMP).

Currently working with Spark Capital Private Wealth Management as Director & Head of Equity Advisory, Devang was previously with Centrum Wealth as Head of Equity Advisory & NDPMS for 6 years: He was responsible for creating a very strong & robust Equity Advisory/NDPMS platform to manage wealth for Indian promoters/family offices/UHNI clients/Top NRIs by creating & managing customized & personalized portfolios. Prior to Centrum Wealth, Devang worked with BNP Paribas Wealth Management (the top French Bank) for 3 years, as Head of Equites for their India Division: Once again he was responsible for starting the Advisory platform which provided customized portfolio solutions to clients based out of Hongkong, Singapore, Dubai & India. These were mega wealth clients & who’s who of the Indian diaspora in Asia pacific region. A JBIMS alumni, Devang has more than two decades of experience in the areas of investment advisory, equity research, equity sales & portfolio management. He has been at the forefront of managing portfolios of top promoters/family offices & UHNI clients both based out of India & overseas. His core competence is in creating & managing personalized, scientific & holistic portfolios. A strong advocate of ethical investing & firm believer in wealth creation, preservation & multiplication through long term fundamental equity investing, Devang has been the face of his organizations & has been able to establish a lot of conviction on equity markets amongst the HNI & retail investors.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Vinay is the Head of Investment Products and Strategy at Standard Chartered Bank Wealth, India. Based in Mumbai, Vinay is responsible for formulating the country’s investment and product Strategy including the Bank’s outlook across key investment asset classes, due-diligence, and research of investment products. He is a key member of the Bank’s India Investment Committee and chairs the in-country product committees. Vinay has a Master’s in Economics with over 17 years of extensive financial markets experience across investment banks, institutional equities and wealth management. In his previous roles, he has helped build investment, asset allocation and research frameworks. His previous roles include Investment Strategist at ASK Wealth Advisors, Economist at IDBI Federal Life Insurance, India Equity Strategist and Economist at JM Financial Institutional Securities. He started his career at JP Morgan as an Emerging Market Equity Strategist and was a member of the award-winning Latin America Equity Strategy team. Vinay’s views are widely sought by clients who seek a more holistic view on asset allocation to help navigate volatile financial markets. He regularly contributes articles to leading financial newspapers.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Nakul Beri is the Senior Managing Director of Global Client Coverage and Origination at Waterfield Advisors, India’s largest independent Multi-Family Office and Wealth Advisory company. He spearheads the global investments division at Waterfield and is responsible for overseeing and developing the vertical and its strategy. With over 26 years of work experience, he carries an extensive knowledge of onshore and offshore investments and structuring. Mr Beri has successfully led teams in various organizations including Incred, Barclays in India and Standard Chartered in Singapore, Additionally, he also holds leadership positions as a part of the board of governors at Manipal University and serves as an advisor for Venture Catalyst. In addition to his wealth of work experience, Mr Beri also holds postgraduate degrees in Business Administration from the University of Bradford.

Shiv Gupta is founder of Sanctum Wealth Management, and former head of RBS Private Banking in India. He was a member of the RBS India Executive Committee and the India business representative on the Coutts International Asia Management Committee. Based in Mumbai, Shiv oversaw all aspects of RBS’ Private Banking business in India which had close to 100 staff including 29 private bankers located in 4 offices across the country. Shiv had been a part of the RBS Group for 14 years and was one of the founding members of the Coutts International South Asian business. Prior to India he was based in Singapore managing the NRI business in Asia Pacific, as well as the Thailand market. Born in India, Shiv holds a Bachelor’s degree in Economics (Hons) from the Hindu College, Delhi University.  He is also a graduate of the Harvard Business School’s General Management Program (GMP).

Mr. Kapoor joined JM Financial as Managing Director and Chief Executive Officer, Private Wealth and Alternatives Asset Management. He brings with him over 27 years of experience in financial services. He has previously worked with UBS Securities India, as a Managing Director & Head, Global Banking. Prior to that, he worked with Barclays Bank (Investment Bank), GE Capital, Ernst & Young and Arthur Andersen. He has completed his Bachelors in Commerce from Sri Ram College of Commerce, New Delhi and is a qualified Chartered Accountant.

Harmeet has over 20 years experience in managing Wealth for UHNI clients. In Avendus Wealth, Harmeet leads a large team in Mumbai and also heads the Business in the Eastern Region. Harmeet brings a vast amount of experience and innovation to the business and has structured several unique deals for clients in the wealth space. Prior to joining Avendus, Harmeet was a part of Barclays Wealth where he led the Kolkata vertical and prior to that he was a part of Kotak Wealth. Harmeet is a Qualified Chartered Accountant and a B Com (Graduate from St Xaviers College Kolkata) He is an avid golfer and has been playing for over 30 years.

Amit Saxena is a Senior Managing Partner for Nuvama Private (Formerly known as Edelweiss Private Wealth Management) Having been associated with the firm since 2013 Amit has played an instrumental role in setting and scale up of Nuvama Private (erstwhile Edelweiss’ Private Wealth business) An investment professional with almost 25 years of experience, Amit is a veteran in the Wealth Management industry Prior to assuming his responsibilities at Nuvama (Erstwhile Edelweiss), he was associated with Bank Sarasin, DSP Merrill Lynch and Standard Chartered Bank in their Wealth Management business Amit is part of the Executive Committee of the Nuvama Private business Amit is a commerce graduate and a qualified Cost Accountant from ACWA He holds his Master’s degree in Business Administration from Symbiosis Pune

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Mr. Virendra Somwanshi is the Head of Wealth Management, Capital markets and NRI business and looks at the overall strategy and execution of these businesses at Bank of Baroda.He has to his credit more than 25 years of rich, multi geography experience of Retail banking & Private wealth Management and has served both multinational and Indian corporates in various leadership roles and also in the capacity as a Board Member. With over 17 years at Citi, he has worked in multiple businesses across consumer banking both assets and liabilities, wealth management, securities and investments management in India and Singapore. His last Designation with Citi was Country Head – Citi Wealth Advisors. Prior to joining Bank of Baroda, he was designated as the MD & CEO of Motilal Oswal Private Wealth management. He is considered as a thought leader in the wealth management industry and represents the industry in various forums. Mr. Virendra is a Bachelor in Mechanical Engineering and holds a MBA degree from Symbiosis Institute of Business Management, Pune University. He is a Sports enthusiast and an Avid Full Marathoner.

Ashish Shanker's responsibilities encompass estate planning, Products & Research, Financial Strategy, and Client Experience. In this capacity, he holds responsibility for research and investment strategies across several asset classes in the firm’s unit focusing on private wealth management. Leveraging more than 15 years of experience in the financial sector, he also has played a significant role in four start-up teams. In a career spanning over 15 years Ashish Shanker’s areas of expertise include market research, financial products, strategy and funds management.

A business management graduate of the University of Bangalore in India, he began his capital markets career as a Research Executive for a leading regional brokerage firm. Subsequently he worked in the asset management industry for over six years in Franklin Templeton Investments and HSBC Asset Management in various capacities. Subsequently Ashish has spent the last 7 years in advisory, research and product roles across private wealth management platforms including as head of investment advisory at Standard Chartered Private Bank and Senior Director at Sarasin Alpen, India. He has won several accolades during his stint at these organisations.

Outside of his professional duties, Ashish Shankar enjoys playing table tennis and snooker, listening to music, and delving into history. He has represented Maharashtra and Bangalore university in table tennis at the highest level in the country and won several championships.

Manish Kathuria is the President & Business head for the affluent & NRI consumer segments at Kotak Mahindra bank. He is also a member of the Kotak Leadership team of the bank. Manish has been part of the Kotak team for 18 years. He was a founding member of the affluent banking set up since 2011. Kotak Mahindra bank offers Privy league program to its affluent customers which is focused on providing banking & investment solutions to this segment. Currently the business is spread across 32 cities and more than 400 relationship managers. He is also responsible for the NRI customer segment, which caters to the Indian diaspora across the world. He is very passionate about connecting to this segment and believes that there is a huge opportunity to offer financial solutions to these clients. Before joining Kotak, Manish was part of ICICI retail banking team for 5 years. He holds a MBA from IILM, New Delhi. He is also a graduate of General management program from IIM - Ahmedabad and certified in leadership program at ISB.

Bhushan brings 20 years of leadership and intrapreneurship experience as CTO, CPO and CDO working at the intersection of Tech. and Finance in both B2B and B2C segments, helping Global Investment, Private Banks, FinTech firms across Europe, Asia, UAE and India re-imagine their Business models through Digital platforms and Tech-led transformations. After driving marquee programs in re-engineering legacy into an agile front-to-back trading, risk management and analytics stack, he has recently been instrumental in partnering with Boards, shape digital business models + tech. strategy, build world-class teams, run firm-wide tech shops, build products 0 to 1x and scale from 1 to 100x in a fast-paced and continuously changing markets leveraging mobile, cloud, API, AI and data science.

Gaurav has wide-ranging experience of over 18 years in the Private Wealth Management industry in India across Product Management & Strategy / Investment Advisory / Family Office / Credit Structuring and Fund Management, and is among the country's top Wealth Management professionals. He has deep understanding of various asset classes, and an acute sense of structuring innovative investment solutions for clients in varied market conditions. Gaurav has worked with, and helped some of India's top wealth management firms in setting up comprehensive platforms with high quality product offerings for clients. His previous roles include Chief Investment Officer, ASK Wealth Advisors Pvt. Ltd., Chief Investment Officer, Religare Private Wealth, Senior VP - Product & Fund Mgt., IIFL Pvt Wealth Mgt., AD - Investment Advisory, SCB Private & Priority Banking. Gaurav completed his PGDBM from IIM-Bangalore in 2003.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty five years of working in financial institutions and technology domain.

A seasoned investment professional with a remarkable journey spanning over 13 years, a distinct reputation in the financial realm. Notably, his exceptional skills led to his selection for the prestigious "Asia’s Master Stock Picker" series by The Wall Street Journal, where he represented India on the global stage. Currently serving as the Managing Director and Fund Manager at Equirus, Viraj's leadership and strategic acumen have been instrumental in driving the success of the firm's portfolio management services. One of his most noteworthy achievements is his role in spearheading the Equirus Long Horizon Fund (ELHF), which has emerged as one of the top-performing funds since its inception in October 2016. With an extensive career in the investment sector, Viraj brings a wealth of experience and insight to the table. Viraj Mehta's journey is a testament to his unwavering commitment to excellence and his passion for the world of investments. His expertise and strategic thinking continue to drive the success of Equirus PMS, making him a respected figure in the financial landscape.

Prashant is an accomplished professional with over 20 years of deep domain expertise in the family office and private banking space. He has advised numerous top business families in India on investment framework, portfolio strategy and succession planning. Prashant has witnessed various market cycles and his views on asset classes, market insights and research are widely respected and regularly featured in various national media outlets. Prashant is an advisory council member advising families on investments, inheritance, succession, and Family Trusts for optimal wealth management. Prashant specializes in investment strategy, family office creation, and succession planning. Prior to co-founding Upwisery, Prashant worked with the Confederation of Indian Industry (CII), HSBC Invest direct and ICICI Bank among others. Prashant holds a Bachelor’ in Commerce (B.com), Shimla and a Master’ in Management Studies (Finance) from ICFAI, Hyderabad.

Currently working with Spark Capital Private Wealth Management as Director & Head of Equity Advisory, Devang was previously with Centrum Wealth as Head of Equity Advisory & NDPMS for 6 years: He was responsible for creating a very strong & robust Equity Advisory/NDPMS platform to manage wealth for Indian promoters/family offices/UHNI clients/Top NRIs by creating & managing customized & personalized portfolios. Prior to Centrum Wealth, Devang worked with BNP Paribas Wealth Management (the top French Bank) for 3 years, as Head of Equites for their India Division: Once again he was responsible for starting the Advisory platform which provided customized portfolio solutions to clients based out of Hongkong, Singapore, Dubai & India. These were mega wealth clients & who’s who of the Indian diaspora in Asia pacific region. A JBIMS alumni, Devang has more than two decades of experience in the areas of investment advisory, equity research, equity sales & portfolio management. He has been at the forefront of managing portfolios of top promoters/family offices & UHNI clients both based out of India & overseas. His core competence is in creating & managing personalized, scientific & holistic portfolios. A strong advocate of ethical investing & firm believer in wealth creation, preservation & multiplication through long term fundamental equity investing, Devang has been the face of his organizations & has been able to establish a lot of conviction on equity markets amongst the HNI & retail investors.

Dharmendra is the head of Investment Products and Solutions at Kotak Private since December 2018. He charts out the investment strategy across asset classes suitable for HNI/UHNIs, domestic corporates and non-resident Indians. Product conceptualization and development, scanning best-in-class product providers, due diligence and marketing through internal stakeholders are key objectives. He is a part of leadership team in Kotak Private and is an official spokesperson for Kotak Investment Advisors. He has an overall experience of more than 2 decades with more than 16 years in wealth management. Prior to Kotak, he was the Head of Investment Solutions at ASK Wealth Advisors, a boutique wealth and asset management firm. He was a part of the key leadership and strategy team in his 7 years stint with ASK. He has also worked in ICICI Bank between 2006 to 2011 in International Banking Group assisting NRI clients for their investments in India products. He is a Bachelor of Commerce from St. Xavier’s College, Kolkata and a Chartered Accountant.

Onkarpreet is Chief Product Officer at Nuvama Private. He has close to two decades of investment experience garnered through Financial Markets Dealing Desk and Private Banking Advisory Desk (Mutli Asset Classes). In his current role, Onkar is responsible for entire investment product platform for Nuvama Private which includes origination, due diligence, on boarding and monitoring of products across asset classes (both India Onshore and Offshore). He is Member - Investment Committee for Nuvama Private to take call on asset classes on monthly basis. His last assignment was with Kotak Wealth Management (erstwhile ING Private Banking) as Vice President – Products. He started his career with Indian bank as a part of the team managing its Proprietary Book in Direct Equity/Equity Mutual Funds etc. He is a Gold Medallist in MBA (Finance) from ICFAI Business School, Hyderabad and is a CFA Charter holder from CFA Institute, USA.

Bharat Pareek , heads products and segment for ICICI securities private wealth Management . Bharat has over 22 years of rich experience across financial markets and has worked with some of the most prestigious names in the industry. He specializes in varied domains across fund management, proprietary trading, corporate treasury and resource mobilization. He holds a CA and a CFA degree. Bharat started his career with HDFC AMC wherein he had a long stint of over 12 years as a dealer and fund manager . For 5 years , He was part of treasury group managing over $10bn of investment book at Reliance Industries Limited . For a brief period he was Head of Treasury at DHFL managing an investment book of close to $1.4bn

Rohit is Director - Private Clients at Henley & Partners India. Providing global Citizenship-by-Investment & Residence-by-Investment Planning services to UHNW, HNW, NRI Individuals including Business Promoters, Entrepreneurs, Startup founders, CXO's and prominent business families across India and globally. Extensive Business Development/Sales/Marketing Experience of 16 years that spans across Investment Migration, Banking, Financial Services & IT sector including Relationship management, Key Account Management, Strategic Planning, Team Management etc.

Bijal joined the Firm in 2013 as a Partner to expand and build the Tax and Investment Funds practice. On private client matters she has advised individuals and family businesses from a legal, regulatory and tax perspective. She has experience in rolling out a comprehensive succession plan for clients, re-structuring of family businesses including HUFs and family arrangements, drafting wills, creation of trusts, etc. She is frequently invited to speak at domestic and international conferences on matters of Indian estate and succession planning and has several publications to her credit. Bijal is highly acclaimed for her dedication, in-depth understanding and knowledge of taxation, estate planning and structuring of funds; and for her solution oriented approach. Bijal regularly features on an annual basis in the Chambers & Partners (Asia – Pacific), Citiwealth Leaders List, Legal 500, International Tax Review (Asia Pacific), Who’s Who Legal “Corporate Tax Guide, Private Client Global Elite, Expert Guides – Tax 2018, Indian Lawyer 250 Law Business Research as a leader in the field of taxation and private client in India. She has also been ranked as a Band 1 lawyer for Private Wealth Law by Chambers & Partners for 2019 and 2020. Bijal served as an officer-elect on the Individual Tax & Private Client Committee of the International Bar Association. She is ex-officio member of the Steering Committee of the International Wealth Advisors Forum, which is a global think tank for the exchange of emerging trends in estate and succession planning.

Sneha Makhija leads the wealth planning division to provide comprehensive estate planning solutions to a diverse clientele of high-net-worth individuals including professionals, entrepreneurs, business owners and multi-generational family businesses. Bringing years of expertise to the role, Sneha specialises in creating bespoke wealth planning solutions for UHNW individuals and families. She provides advice to clients on their estate and succession planning requirements that includes advisory on creation and structuring of trusts and wills with best practice governance principles to ensure their longevity and success. Her in-depth understanding of governance issues in multi-generational business families enables addressing of business and relationship challenges that such families often encounter. She has worked with organisations such as Barclays Bank PLC., and Kotak Family Office. She is a Chartered Trust and Estate Planner (CTEP)TM and holds an MBA from Durham University Business School (UK).

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

Chartered Accountant with over 16 years of post qualification experience. Formerly with Ernst &Young for around 9 years in the Mergers & Acquisition Tax Team, Assisted large corporates in restructuring their group structure in order to be more tax efficient as well as to comply with regulatory norms. Helped clients in structuring acquisition as well as stake sales transaction keeping in mind the tax and regulatory requirements of India. Assisted clients in structuring foreign investment into India including joint ventures considering various laws such as FEMA, FDI policy, income tax, laws of other countries, etc. Advised clients on wealth structuring, estate planning, mergers & acquisitions taxation as well as family governance structures. Advised promoters of large family businesses on devising long term succession plan for their assets including business assets as well as non business assets in India and across other countries. Assisted clients in creating asset protection vehicles to ensure safety and security for the family members. Helped clients in creating trusts, Wills, Family Charter, partnerships, companies, etc for smooth passing of wealth to the next generation. Assisted parents of special children in creating structures which could aid in providing safety and security to the special children. Helping families with NRIs / global citizens /residents in estate planning keeping in mind the tax and regulatory requirements of the foreign countries. Creation of trust for promoters of Indian listed companies after considering the tax and regulatory (eg, SEBI) aspects. Helped clients in the High court / NCLT process of mergers, demergers, etc to achieve the objective of consolidation of businesses or segregation of businesses, etc. Co authored the book on Mergers & Acquisitions released by EY in 2012, 2013.

Satyen has previously held senior management positions in several multinational companies and has worked all over the globe. He started his career with Grand Metropolitan PLC/The Pillsbury Company, based out of Minneapolis, MN, and served as their Director of Strategic Development. He continued his business development work in the food and beverage industry when he joined Pepsi-Cola International in New York, where he worked as Director, International Business Development. After his work with Pepsi-Cola, he relocated to Singapore to act as Managing Director for Nike Southeast Asia. He continued his career in Singapore as non-executive director at 3i PLC Asia-Pacific before setting off to found Cambridge Solutions Ltd. while being based in London. In addition to his years of experience in senior management for business development, Satyen has held a variety of board positions in different global companies. He is currently a member of the board for Neilsoft Ltd, Credo ESG and of DharmaLife. Formerly, he was a board member for ICON Aircraft Inc. He’s also founded companies: He was the co-founder and former Executive Chairman for Prescient Inc., and he was the co-founder and former Executive Vice Chairman for Cambridge Solutions Ltd. a publicly listed IT and BPO company in financial services.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Sean joined Trident Trust in 2016 and has overall responsibility for Trident’s Singapore operations. Sean has held senior positions at both independent and institutional trust companies during his 30-year career, which spans both Asia and Europe. He has advised many international high net worth clients on the use of trusts and other estate planning vehicles. Sean is a Fellow of the Association of Chartered Certified Accountants and a qualified Trust & Estate Practitioner.

Markus has been with Trident Trust for the past 12 years, following a 20-year career in private banking, where he specialised in working with Asian and NRI/Indian clients. Initially Managing Director of Trident’s Singapore office, he is now Regional Managing Director for the Asia-Pacific, Middle East and Africa business, with responsibility for Trident’s offices in Dubai, Geneva, Hong Kong, New Zealand, Mauritius, Singapore and Zurich. In addition to leading the expansion of Trident Trust’s business in Asia, Markus is also actively involved in many key client relationships of the Group.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Bryan Henning is a wealth management specialist with over 30 years of experience. He represents Eton Solutions as Senior Vice President of International Sales. Bryan is based in Singapore, where he leads Sales & Marketing efforts in the Asia Pacific region. As Senior VP of International Sales, he leads client interactions, sales, implementation, and services throughout the Asia Pacific region and supports all company operations in Singapore. Throughout his multi-decade career, Bryan has worked in banking and wealth management, leading divisions for Standard Chartered Bank, Barclays Wealth, and HSBC, where he developed and managed all aspects of wealth management offerings to retail, mass affluent, HNW, and UHNW clients. While Bryan has successfully built and run wealth management and investment product and services businesses in Africa, the Middle East, and Europe, the majority of his experience is based in Asia. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.

Pranav is working with the Trident Trust Group to establish a formal presence for the Group in India. He began his career as an auditor with one of the big four accounting firms in London, before returning to India to help set up the first liability insurance company there. Most recently, Pranav worked as a Director and head of key clients for an international bank in India, prior to which he headed the India office for a fiduciary services provider. Pranav specialises in succession and estate planning and has advised many Indian and international HNWIs in his 25- year career.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.