Fixed Income & FX Leaders Summit APAC 2024

November 19, 2024

Equarius Hotel, Sentosa, Singapore

Vishal Nanwani

Managing Director, Private Clients & Portfolio Manager Crossinvest (Asia)

Vishal, is a Managing Director at Crossinvest (Asia) who focuses both on the Private Clients Advisory and Portfolio Management. Crossinvest is a family owned Independent Asset Management firm with presence in Singapore and Switzerland. The firm seeks to provide a platform that is aligned with their client’s interest in managing their financial assets and importantly, seeks to protect the families of their clients from an Asset Management perspective across generations.

Vishal began his career in private banking in 2014 as part of the investment advisory team where they managed global, cross-asset allocation investment portfolios for high and ultra-high net worth individuals. He then went on to become a Private Banker building up a large client base and through the close relationships developed during this time he understood the odds at which the fiduciary aspect of a private banker’s role is with the commission based business model. Thus at the start of 2019 Vishal pivoted his career to the Multi-Family office business wherein he could continue to be a fiduciary advisor to the families he works with but without the conflict of interest that occurs in private banking today.

Check out the incredible speaker line-up to see who will be joining Vishal.

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