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.
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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