A former EFG executive has joined financial boutique Klay Group’s Singapore office to lead wealth planning for the group.
Klay Group has appointed Rohit Ganguli as global head of wealth planning, according to a statement. Based in Singapore, he will report to Arjun Anand, CEO (APAC), and work closely with ultra-high net worth individuals and families to deliver bespoke wealth planning solutions across succession planning, family governance, tax, insurance, pensions, and cross-border matters.
Ganguli joins from EFG Bank where he served as its head of wealth planning for Asia since 2016.
“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,” commented Klay Group chairman Kalpesh Khakhria.
Client demand beyond just investments
High net worth clients are increasingly seeking holistic coverage and advice in various areas, most notably in succession planning where a historic wealth transfer underway.
“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,” Anand said.
Klay is a boutique financial services firm providing solutions across wealth management, multi-family office services, asset management, and corporate advisory. It has more than 140 professionals with offices in Dubai, India, Singapore, London, and Australia. Since its inception, it has supported over 450 families worldwide.
