Mumbai, 18th October 2022: Waterfield Advisors, India’s largest multi-family office and wealth advisory firm, has announced the appointment of Nakul Beri as Senior Managing Director, Global Client Origination and Coverage.
In this role, Nakul will lead and build the crucial mandate of the firm’s global wealth segment. His vast experience in onshore and offshore wealth management, deep promoter relationships, and leadership prowess will be valuable fillip for Waterfield’s strategic expansion plans.
Nakul brings in over 26 years of substantive experience across the wealth management spectrum. He started his career in investment and corporate banking, and progressively moved to become a pioneer in wholesale/institutional banking.
Prior to Waterfield, Nakul has worked in organisations such as InCred Wealth, Standard Chartered Bank (Singapore), Barclays Wealth amongst others.
Commenting on his appointment, Nakul Beri said, “Waterfield is a stellar example of a client centric multi-family office advisory firm that has attained pole position in the Indian landscape in a very brief time frame. I look forward to working with Soumya and the team to build a world class, conflict free wealth advisory practice built on integrity, trust and keeping clients at the centre of all that we do. It is indeed a privilege to be here, and I look forward to building a world class firm.”
“We have seen significant interest from NRIs as well as large global family offices to access India’s promising investment opportunities. At the same time Indian business families understand the importance of a globally diversified portfolio and are looking for advisors that can help them evaluate complex products and challenging jurisdictions. Along with our collaboration with Zephyr Management, bringing on Nakul to lead the global wealth advisory mandate strengthens our offering for both onshore to offshore and vice versa by leveraging his immense experience and knowledge of the space. I am excited to see how this unfolds for us”, said Soumya Rajan, Founder and CEO, Waterfield Advisors.
About Waterfield Advisors
Established in 2011, Waterfield Advisors is a multi-family office and wealth advisory firm. It is registered with SEBI as an Investment Advisor and advises large business families and new-age entrepreneurs. It currently advises on more than $4.3 billion in assets on behalf of some of the largest family businesses in India, that it serves from its 7 offices in Mumbai, New Delhi, Bengaluru, Chennai, Hyderabad, Kochi, and Goa.
The firm provides conflict-free, holistic wealth management services such as investment advisory, family governance, succession and estate planning, and philanthropy .
For more information, please visit www.waterfieldadvisors.com
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