Interviews – Delegates at Family Office Fourm

Rakesh Bhargava, Chairman, Blue Spruce Global Advisors

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 &...

Read More
Judy Curry, Chief Executive, Commonwealth Education Trust

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...

Read More
H P Shah, CEO, Value Plus

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...

Read More
Ibrahim AlHusseini, Managing Member, Full Cycle Fund

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...

Read More
Fraser Coutts, Principal, Coutts Advisors

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...

Read More
Deepen Ram, CEO and Managing Partner, Greenleaf Global

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...

Read More
Richard Norridge, Senior Associate & Head of Private Wealth – Asia, Herbert Smith Freehills

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...

Read More
Senthil Kumar N, Director and CEO, The Tamara Coorg

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 ...

Read More
Dhruv Sharma, Director, Asset Selection; and, Sunita Sur Roy, Vice President – Research, Strategic Assets Partners

Dhruv Sharma, Director, Asset Selection; and, Suni...

November 7, 2015

Real estate most important investment mandate A French Family Office Group with its head office in Mayfair, London; Strategic Assets Partners is structured around understanding and meeting investors’ investment needs. This has been handled smartly by the two persons in the team...

Read More
Suzanne Gujadhur Bell, Managing Director, International Proximity

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...

Read More