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  3. Vineet Vohra
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Vineet Vohra's picture

Vineet Vohra

CFA
Practice Leader, Wealth Management, Asia
boutique management consulting firm
Country or state 
Singapore
Available to 
Global
Fee 
Ask for pricing
Languages 
English,
Hindi
Volunteer:
Yes

Personal Details

Bio

Vineet is a seasoned financial services professional, with three decades of experience across wealth management- buy and sell side, banking- private client and retail banking, and insurance- pensions and life. He has a distinguished track-record in driving sustainable business growth, spearheading strategic transformation, and establishing effective business governance regimes, at country, regional and global levels. Vineet has held roles with HSBC, ANZ and ING, and Citibank, both in direct and matrix settings.

Vineet was formerly global head of wealth advisory, HSBC; regional head of wealth management, ANZ; country CEO of investment management, ING; and Asia head of consumer investments, Citibank.

Vineet currently leads the wealth management practice for a management consulting boutique, offering M&A, Strategy & Digital advisory services to financial institutions, across Asia. He writes and speaks extensively and is a thought leader in wealth management, on matters such as behavioural finance, robo-advisory, risk culture, sales management, customer engagement, product design and business strategy.

Vineet is a CFA charter holder, with an MBA and a degree in Engineering. A Singapore national, he is a member of the Singapore Institute of Directors, CFA Society Singapore, and CFA Institute, USA.

Current position (3)

Practice Leader, Wealth Management, Asia

boutique management consulting firm

Associate Partner, Industrial & Financial Svcs, AP

boutique executive search firm

Partner, Digital Family Office

A Fintech proposition for affluent investors

Achievements (1)
State Scholarship Receipient, Utkal University

Awarded academic scholarship for undergraduate studies, upon attaining top ranking position in Utkal University Intermediate Science exam

Degrees (2)
MBA
Indian Institute of Management Calcutta
1986 to 1988
B.Sc., Mechanical Engineering
National Institute of Technology Rourkela
1981 to 1985

Presentations

Presentations (2)
Mistakes Investors Make

Investors deal with complexity by exhibiting certain flawed behaviour patterns- what are these? What should one do, instead?

Behavioural Economics

Recognizing behavioural flaws in homo economicus.

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Expertise (15)

Business
Leadership
Education
Private Wealth Management Risk Culture Retail Wealth Management Behavioural Finance Advisory Sales Process Business Ethics and Trust Digitization Robo-Advisory Consulting opportunities Business Business Organization

Awards & certifications (1)

CFA Charter Holder
CFA Institute, Delaware, VA, USA
2002
Recommendations
Why choose me? 

Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search

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