Shivani Gupta, CFA, is a seasoned professional with extensive experience in wealth management and private banking. Currently serving as Head of Advisory Sales Enablement and Global Head Wealth Advisory and Credit at HSBC, Shivani Gupta leads the development and delivery of wealth advisory and lending products globally. Previous roles at HSBC include management of financial planning and advisory models, strategy definition for HSBC Advance and Personal Banking, and launching the Global mid-market proposition in India. Prior to HSBC, Shivani Gupta held positions at UBS, focusing on product strategy and investment products, and at ICICI Bank as a Private Banking Relationship Manager. Educational qualifications include a CFA designation, an MBA from the Indian Institute of Foreign Trade, and a Bachelor's degree in Economics from Delhi University.
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HSBC
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HSBC is a British banking and financial services organization that offers a comprehensive range of services. HSBC serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Their network covers 63 countries and territories, and they use their unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for customers. HSBC is listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges.
