INDIA WEALTH MANAGEMENT FORUM 2023

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.

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.

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.

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.

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.

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.

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 as well on alternate residency and citizenship planning. 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).

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.

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.

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.

Alok Saigal is President and the Head of Private Wealth at Edelweiss. He joined Edelweiss in 2014 and has been a key leader in the transformation and scale up of the wealth business. He founded the Family office practice and introduced Wealth Structuring and Estate Planning for the Ultra HNI customers. Alok, for four years, oversaw the Products and Investment Advisory functions as well. Under his leadership, the Wealth AUA has crossed USD 28 Bn and the business today serves some of the most marquee clients across the country. Alok is a member of the Management Committee of the Edelweiss Group. Alok has over 20 years of work experience. Prior to Edelweiss, Alok was associated with Darashaw. He set up and anchored the company’s business in Singapore with focus on Wealth Management & Strategic Initiatives. Post this global exposure, he spearheaded the Investment Management and Private Client platform at Darashaw in Mumbai. He has also been associated with HDFC Bank where he looked after Funding & Banking Solutions for Large Indian Corporates & MNCs as part of the corporate banking group. Alok holds a Master’s degree in Economics from the Delhi School of Economics, Delhi University

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

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.

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.

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.

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.

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 and Carnegie Mellon.

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.

Anupam Guha is the Head of Private Wealth Management practice at ICICI Securities Ltd. Anupam has been with the ICICI Group for the last 16 years across retail, institutional and private banking business. He has been a part of the International and Domestic Private Banking business for more than a decade.

He is a founding member that helped set up Private Wealth business at ICICI Securities (I-Sec). I-Sec is one of the leading and fastest growing Private Wealth practice in India and manages some of the wealthiest families in the country. I-Sec today manages close to INR 35,000 Crs of assets of its clients.

I-Sec Private Wealth caters to UHNI and Family Office clients and given the insight with such clients, partners with them in their business requirement and expansion plans through fund raising and investment banking solutions, besides investment & real estate solutions and estate planning.

Prior to this, Anupam was the Country Head of Oman with ICICI Securities. He was successful in showcasing the India opportunity to Sovereign and Pension Funds, local Institutions and the Indian Diaspora. He was part of the fund raising team that raised more than USD 1 billion from GCC for Private Equity and Real Estate investments in India.

Atin Kumar Saha is Managing Director & Head Wealth Management Coverage, India. With over 30 years of experience in financial services, Atinkumar Saha is Head of Wealth Management Coverage, IPB, India since 2014. Atin joined Deutsche Bank Wealth Management in 1995. Prior to his current role, Atin was responsible for wealth management coverage for the West region in India and also headed the Wealth Management Training Team and Client Engagement Team. He began his stint with Deutsche Bank as a Relationship Manager and was also responsible for communications and brand management for Wealth Management. He has been instrumental in building and steadying the franchise in association with key team members. Prior to joining the Company, Atin worked with ANZ Grindlays Bank PLC as the Area Marketing Manager for the Southern Region in India. He was also the Product Manager for Liabilities (retail) and managed Corporate Campaigns for the company. Atin started his career at NOCIL (Arvind Mafatlal Group) in their consumer products division, where he was responsible for brand development, product launches, vendor management, and sales in the western region. Academic: Masters in Management Studies, Mumbai University
 

Nitin is the MD & CEO of Avendus Wealth Management. He has over two decades of rich experience in private banking, asset management and wealth management. His role and responsibility at Avendus include leading a team of high performing private bankers, product specialists, portfolio managers and strategic business functions to serve large UHNI clients, family offices and treasuries spread across India. Nitin joined Avendus from Standard Chartered Bank where he was Managing Director & Head of the Wealth Management business, that comprised of 300+ team members. Under his leadership, the business recorded assets under management and custody of USD 14 billion in 2019. Nitin was also on the Board of Standard Chartered Securities India and a member of the Country Management Team for Standard Chartered Bank. Prior to joining Standard Chartered, he spent 17 years with HSBC in a variety of roles, with his last role as the Global Head of Fund Strategy for HSBC Private Bank, based in London. At HSBC, he managed an AUM of USD 40 billion. He established the global funds desk at HSBC with responsibility for fund selection, strategic partnership programs with asset managers, and led the distribution efforts for mutual funds and ETFs across the Private Bank customer base globally. Nitin was also a member of HSBC Private Bank Global Investment Committee. Nitin holds an MBA degree from IIM, Bangalore and is a graduate in Economics from Delhi University.

Gautami heads the Estate Planning Division and is engaged in offering succession and estate planning solutions to private clients.  She has a rich experience in law and financial services industry. Gautami set up Kotak's Estate Planning business and has been with Kotak since 2005. Prior to joining Kotak, Gautami was associated with ICICI Bank for 1 year and was with Kanga & Company, one of the leading and oldest Law Firms. She is a qualified Solicitor and a member of Bombay Incorporated Law Society and is also a Law Graduate from Mumbai University. When she is not advising clients, Gautami is engaged in trekking, reading and photography.

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.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Nitin is the MD & CEO of Avendus Wealth Management. He has over two decades of rich experience in private banking, asset management and wealth management. His role and responsibility at Avendus include leading a team of high performing private bankers, product specialists, portfolio managers and strategic business functions to serve large UHNI clients, family offices and treasuries spread across India. Nitin joined Avendus from Standard Chartered Bank where he was Managing Director & Head of the Wealth Management business, that comprised of 300+ team members. Under his leadership, the business recorded assets under management and custody of USD 14 billion in 2019. Nitin was also on the Board of Standard Chartered Securities India and a member of the Country Management Team for Standard Chartered Bank. Prior to joining Standard Chartered, he spent 17 years with HSBC in a variety of roles, with his last role as the Global Head of Fund Strategy for HSBC Private Bank, based in London. At HSBC, he managed an AUM of USD 40 billion. He established the global funds desk at HSBC with responsibility for fund selection, strategic partnership programs with asset managers, and led the distribution efforts for mutual funds and ETFs across the Private Bank customer base globally. Nitin was also a member of HSBC Private Bank Global Investment Committee. Nitin holds an MBA degree from IIM, Bangalore and is a graduate in Economics from Delhi University.

Alok Saigal is President and the Head of Private Wealth at Edelweiss. He joined Edelweiss in 2014 and has been a key leader in the transformation and scale up of the wealth business. He founded the Family office practice and introduced Wealth Structuring and Estate Planning for the Ultra HNI customers. Alok, for four years, oversaw the Products and Investment Advisory functions as well. Under his leadership, the Wealth AUA has crossed USD 28 Bn and the business today serves some of the most marquee clients across the country. Alok is a member of the Management Committee of the Edelweiss Group. Alok has over 20 years of work experience. Prior to Edelweiss, Alok was associated with Darashaw. He set up and anchored the company’s business in Singapore with focus on Wealth Management & Strategic Initiatives. Post this global exposure, he spearheaded the Investment Management and Private Client platform at Darashaw in Mumbai. He has also been associated with HDFC Bank where he looked after Funding & Banking Solutions for Large Indian Corporates & MNCs as part of the corporate banking group. Alok holds a Master’s degree in Economics from the Delhi School of Economics, Delhi University

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 and Carnegie Mellon.

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.

Anupam Guha is the Head of Private Wealth Management practice at ICICI Securities Ltd. Anupam has been with the ICICI Group for the last 16 years across retail, institutional and private banking business. He has been a part of the International and Domestic Private Banking business for more than a decade.

He is a founding member that helped set up Private Wealth business at ICICI Securities (I-Sec). I-Sec is one of the leading and fastest growing Private Wealth practice in India and manages some of the wealthiest families in the country. I-Sec today manages close to INR 35,000 Crs of assets of its clients.

I-Sec Private Wealth caters to UHNI and Family Office clients and given the insight with such clients, partners with them in their business requirement and expansion plans through fund raising and investment banking solutions, besides investment & real estate solutions and estate planning.

Prior to this, Anupam was the Country Head of Oman with ICICI Securities. He was successful in showcasing the India opportunity to Sovereign and Pension Funds, local Institutions and the Indian Diaspora. He was part of the fund raising team that raised more than USD 1 billion from GCC for Private Equity and Real Estate investments in India.

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.

Atin Kumar Saha is Managing Director & Head Wealth Management Coverage, India. With over 30 years of experience in financial services, Atinkumar Saha is Head of Wealth Management Coverage, IPB, India since 2014. Atin joined Deutsche Bank Wealth Management in 1995. Prior to his current role, Atin was responsible for wealth management coverage for the West region in India and also headed the Wealth Management Training Team and Client Engagement Team. He began his stint with Deutsche Bank as a Relationship Manager and was also responsible for communications and brand management for Wealth Management. He has been instrumental in building and steadying the franchise in association with key team members. Prior to joining the Company, Atin worked with ANZ Grindlays Bank PLC as the Area Marketing Manager for the Southern Region in India. He was also the Product Manager for Liabilities (retail) and managed Corporate Campaigns for the company. Atin started his career at NOCIL (Arvind Mafatlal Group) in their consumer products division, where he was responsible for brand development, product launches, vendor management, and sales in the western region. Academic: Masters in Management Studies, Mumbai University
 

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.

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.

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.

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 as well on alternate residency and citizenship planning. 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).

Gautami heads the Estate Planning Division and is engaged in offering succession and estate planning solutions to private clients.  She has a rich experience in law and financial services industry. Gautami set up Kotak's Estate Planning business and has been with Kotak since 2005. Prior to joining Kotak, Gautami was associated with ICICI Bank for 1 year and was with Kanga & Company, one of the leading and oldest Law Firms. She is a qualified Solicitor and a member of Bombay Incorporated Law Society and is also a Law Graduate from Mumbai University. When she is not advising clients, Gautami is engaged in trekking, reading and photography.

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.

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.

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.

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.

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.