Interviews – Delegates at Family Office Fourm
Rakesh Bhargava, Chairman, Blue Spruce Global Advi...
November 7, 2015
Indian family offices need to step out Rakesh Bhargava’s experience spans 30 years, both as a private banker and a portfolio manager. In July 2004, he left Wachovia to form his own Broker Dealer – Bhargava Wealth Management, LLC (member FINRA/SIPC) and his Advisory firm &...
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Judy Curry, Chief Executive, Commonwealth Educatio...
November 7, 2015
Optimistic about India’s education sector Joined the Commonwealth Institute as Finance Director in 2000, Judy Curry became Chief Executive of the company in 2007. Commonwealth Institute was set up to hold and invest in Commonwealth Institute trust fund. The Commonwealth Educati...
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H P Shah, CEO, Value Plus
November 7, 2015
Family office is in its nascent stage in India A capitalist with extraordinary knowledge on wealth management, financial planning and established track record of emerging profitable relationships with HNI individuals and entities, H P Shah possess broad perceptive on varied aspec...
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Ibrahim AlHusseini, Managing Member, Full Cycle Fu...
November 7, 2015
Seeing cultural evolution in India’s wealth Ibrahim AlHusseini has spent much of his career as a sustainability-focused entrepreneur, with significant experience in operations, sales, and finance. He has also spent much of his career helping angel investors find clean technolog...
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Fraser Coutts, Principal, Coutts Advisors
November 7, 2015
Lots of opportunity for Indian offices Fraser Coutts has been serving Coutts Advisors as Principal for the last four years. Coutts Advisors has three core business lines – real estate broking, advisory (Coutts Economics), and corporate finance. He has expertise in the const...
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Deepen Ram, CEO and Managing Partner, Greenleaf Gl...
November 7, 2015
Sharing global experience with Indian families With experience of over 25 years in investments, management and education, Deepen Ram has been managing health, training, and development programmes of Greenleaf Global since 2011 in Switzerland. The group is a family trust, originat...
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Richard Norridge, Senior Associate & Head of ...
November 7, 2015
India is the key growth driver for UHNWIs With an Asia-wide practice, Richard acts for high net worth individuals, their families, private banks and other advisers on a range of trust and probate issues together with charitable and family company matters. Since joining the firm i...
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Senthil Kumar N, Director and CEO, The Tamara Coor...
November 7, 2015
Huge potential in Indian family office business Innovations Investment Management India is a private company incorporated in 2006, to serve as a single family office for the current Managing Director and CEO of Infosys S D Shibulal. Today the company is headed by Senthil Kumar N ...
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Suzanne Gujadhur Bell, Managing Director, Internat...
November 7, 2015
Making Mauritius an investment route into India Practised for four years at the London Bar and for five years at the Mauritian Bar where she specialised in corporate/commercial law, Suzanne Gujadhur Bell advises International Proximity’s client list of premier financial institu...
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Urs Brutsch, Managing Partner & Founder, HP W...
November 7, 2015
More and more Indian families emerging HP Wealth Management Singapore Pte Ltd is an independent wealth management firm founded in 2009 by Urs Brutsch to provide independent and professional investment advice, and tailor-made investment management services to high net worth indivi...
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