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Klay Group, a boutique financial services firm offering Wealth Management, Multi-Family Office, Asset Management and Corporate Advisory services to ultra-high-net-worth families and institutions, has appointed Rohit Ganguli as Global Head of Wealth Planning.
Based in Singapore, Ganguli will report to Arjun Anand, Chief Executive Officer (APAC), Klay Group, and will lead the firm's global wealth planning function. He will work with ultra-high-net-worth individuals and families on bespoke wealth planning solutions spanning succession planning, family governance, tax, insurance, pensions and cross-border matters.
The appointment comes as Klay Group looks to strengthen its advisory capabilities to serve globally mobile clients and multi-generational families.
Kalpesh Khakhria, Chairman, Klay Group said:
"We are delighted to welcome Rohit to Klay Group. His deep expertise in wealth planning and understanding of the challenges faced by global families will further strengthen our ability to provide comprehensive advice and long-term solutions to our clients."
Arjun Anand, Chief Executive Officer (APAC), Klay Group
Arjun Anand, Chief Executive Officer (APAC), Klay Group commented:
"We are seeing growing demand from clients for sophisticated wealth planning advice that extends beyond investments. Rohit's experience across succession, governance and cross-border planning makes him a valuable addition to our team as we continue to expand our offering across Asia and globally."
Ganguli joins from EFG Bank, where he served as Head of Wealth Planning Asia since 2016, advising high-net-worth and ultra-high-net-worth clients on tax, succession, pensions, insurance, family governance and cross-border structuring.
He studied Accountancy in India and holds a Master's degree in Tax Law from the Netherlands. He has completed the STEP Diploma in Trusts and Estates and is a Certified Family Office Advisor through the Wealth Management Institute (WMI) Singapore.
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