Julius Baer Wealth Advisors (India), the Indian arm of the leading Swiss private banking group Julius Baer, has announced today the induction of 11 relationship managers (RMs) across its offices in Chennai, New Delhi, Kolkata, and Mumbai over a span of nine months.
The firm recently appointed Meghna Vaidya in Mumbai and Reetika Srinivasan in Chennai as Senior RMs. Meghna, having worked with HDFC Bank Limited as Senior Vice President and Head of Global Private Clients for 19 years, brings vast experience spanning over 22 years across Indian and global markets in UHNWI private banking. Reetika joins Julius Baer from Kotak Wealth, bringing over 17 years of private banking and wealth management expertise having worked closely with high net worth families.
The team reports to Ashish Gumashta, Chief Executive Officer (CEO) of Julius Baer Wealth Advisors (India) Private Limited.
Ashish Gumashta said: “We have been actively scaling up the India franchise and bringing Julius Baer’s very unique global competitive strengths to the Indian market that helps us to reinforce our differentiation in the region. With a strong team of highly experienced RMs with global expertise, our advisory capabilities in serving our resident Indian and NRI clientele across key cities of Chennai, New Delhi, Kolkata, and Mumbai, stand to be further strengthened.”
He continues, “As part of the Julius Baer Group in India, we are a ‘global Indian firm’ – bringing collective expertise and a broad network of contacts within the Group’s international businesses that can be leveraged for the India business. Through such strategic appointments, we are excited to further broaden the India platform to bring Julius Baer Group’s unsurpassed expertise, competence, and commitment to India-based HNWIs.”
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