Anshul Shah

Executive Director - Senior Investment Advisor

Anshul Shah, CFA, currently serves as Executive Director and Senior Investment Advisor at J. Safra Sarasin, where responsibilities include portfolio construction, asset allocation, and client presentations regarding economic and market views. Previously, Anshul held the position of Director and Senior Investment Advisor, focusing on UHNW clients and strategic investment ideas. Anshul's career also includes experience as Assistant Vice President at Mashreq Bank, conducting portfolio reviews and advising on investment opportunities, and as an Investment Research Analyst at Citi, where significant contributions were made to portfolio advisory and trading. Anshul's academic qualifications include a CFA Charter Holder designation, an MBA in Finance, and a Bachelor's degree in Electrical and Electronics Engineering.

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