Client Associates, a prominent multi-family office and private wealth management firm in India, has announced the appointment of Joseph Thomas as Managing Partner and Co-Chief Operating Officer. This strategic move is aimed at bolstering the firm’s leadership and operational capabilities.
In his new capacity, Thomas will be responsible for overseeing Operations, Finance, and Technology. His focus will be on driving operational excellence across the enterprise and ensuring that strategic objectives are met through effective execution, supporting Client Associates’ long-term growth plans.
Thomas brings with him over two decades of extensive experience in strategic and operational leadership, having worked with globally recognized organizations such as Franklin Templeton, Bank of America, Dell, Infosys, and Bharti India. He is known for his collaborative approach and ability to build connections across various business units, particularly during periods of significant transformation.
“Client Associates is at a very exciting stage of its journey. What drew me in was the firm’s clarity of purpose, deep client trust, and the opportunity to shape how operational excellence fuels long-term impact. I look forward to building on this momentum with the team,” said Joseph Thomas, Managing Partner and Co-Chief Operating Officer, Client Associates.
Thomas holds a postgraduate degree in Human Resources from Pune University. His career has spanned various sectors including IT, ITES, analytics, and telecom, where he has developed expertise in areas such as strategic workforce planning, talent transformation, organizational design, and HR integration during mergers and acquisitions.
Client Associates, founded in 2002, is recognized as a pioneer in the Multi-Family Office and Private Wealth Management space in India. The firm provides comprehensive financial advice to over 1,300 high net worth and ultra-high net worth families across India, managing over $7 billion in Assets Under Advice. The clientele includes entrepreneurs, CXOs, celebrities, sports personalities, bureaucrats, and family offices.
