![]() India is a core market for Julius Baer and the bank expects to further solidify its position in the market as the largest foreign private bank in India. At the same time, I would also like to thank Shitin for his commitment and contributions to our franchise in India and wish him a great retirement." Malhotra added: “I like to thank Ashish for leading our growth over the last six years, where he played an instrumental role in helping us advance our strategic position as the largest foreign wealth manager in India. This number represents the median, which is the midpoint of the ranges. It is a 100 subsidiary of Julius Baer Wealth Advisors (India) Private Limited (JBWA) which is ultimately held by Julius Baer Group Limited. The team provides high net worth clients with investment. Salary estimates are based on 100 Julius Baer. The estimated total pay for a Wealth Management at Julius Baer is 41,066 per year. Julius Baer is well regarded for its private banking and wealth management offering in Hong Kong. With his strong background in investments, he will also steer our local product and infrastructure innovation where we will further develop a broader range of sophisticated and relevant products and services catered to the growing community of high-net-worth individuals in India." Average annual salary in Julius Baer Wealth Advisors India is INR 19.1 lakhs. ![]() The firm added that Shitin Desai will retire from the Board of Julius Baer Wealth Advisors (India) following an illustrious career spanning more than three decades as the founding member of DSP Investments and later holding senior positions across Merrill Lynch and Julius Baer India.Ĭommenting on the appointments, Rahul Malhotra said, “We are confident that with Umang’s deep onshore knowledge and network, he will be able to drive our growth strategy and focus on building up a major presence locally by extending our reach into more key cities in India. Julius Baer Wealth Advisors (India) Private Limited (JBWA) is a SEBI registered Portfolio Manager and offers Discretionary, Non-Discretionary and Investment. Prior to joining IIFL Wealth in 2009, Papneja was the head of investments at Societe Generale Private Banking in Mumbai and was successful in creating investment products and ideas for domestic as well as NRI clients of the Global Indian Subcontinent team. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks.Papneja joins from IIFL Wealth Management where he was the chief investment officer, providing strategic guidance for investment decisions across asset classes including equities, real estate, fixed income, commodities and alternatives with a focus on continuous product innovation. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base and our entrepreneurial management culture make us the international reference in wealth management.Īt the end of June 2023, assets under management amounted to CHF 441 billion. ![]() Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv and Tokyo. Julius Baer is present in over 25 countries and around 60 locations. Compliance of stock broking, investment advisory and research analyst and AML KYC compliance. 8C, Level 8, PS Arcadia Central Building, 4A Abanindranath Thakur Sarani, Kolkata 700016. In all we do, we are inspired by our purpose: creating value beyond wealth. Julius Baer Wealth Advisors (India) Private Limited, Kolkata Office. With our roots as a family business, we know the value of long-term relationships, and the challenges and opportunities of growing wealth, protecting it, and passing it on. For more than 130 years, we at Julius Baer have managed our clients’ wealth and served them as trusted, truly personal and holistic advisors. At Waterfield Advisors, a wealth management firm founded by Soumya Rajan, former head of private banking in India at Standard Chartered, women make up 39 of.
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