Mandeep Nalwa is a wealth advisor with over 20 years of banking experience. He has managed High Net Worth client relationships across Asia with leading private banks like HSBC, Merrill Lynch and Citibank. He has been the primary advisor on large client portfolios and has been responsible for suitable development and implementation of customized investment advice and portfolio management.
Prior to setting up Taurus, Mandeep had spent most of his career with various private banks in the Asia-Pacific region with specific exposure to Equities, Fixed Income, Currencies, Derivatives and Managed Assets.
As the Chief Executive Officer of Taurus Wealth Advisors Pte. Ltd. in Singapore, advising High Net Worth Individuals within the framework of a multi-family office, Mandeep has successfully built up a team of experienced financial advisors, providing unbiased investment advice to the wealthy with total assets under advice currently in excess of USD 1.7 Billion. Mandeep is a member of the founding committee of the Association of Independent Asset Managers (AIAM) in Singapore.
He is an alumnus of the Indian Institute of Management, Ahmedabad, India and the Sriram College of Commerce, Delhi University, India.
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Taurus Wealth Advisors’ CEO on Adapting with Agility and Maintaining Growth Momentum Mandeep Nalwa is CEO and Founder of Taurus Wealth Advisors Pte Ltd., a Singapore based independent wealth management firm that first opened its doors in April 2008. Hubbis ‘met’ with him again recently to hear his latest insights into the markets in which Taurus operates and how the firm is p....
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Survival of the fittest - how to thrive as an independent Independent wealth management firms in Asia need to take a close look at their business models and value proposition to ensure they are positioned in a way which will make them sustainable and profitable going forward..