Saumil Sheth

Managing Director Senior Advisor

Saumil Sheth, CFA, FRM, has extensive experience in investment advisory, currently serving as Managing Director Senior Advisor and Head of Investment Advisory for Global NRI and Private Banking International at Julius Baer since April 2012. Prior roles include Executive Director and Head of ISC & NRI Investment Advisory and various senior positions at Clariden Leu, HSBC Private Bank, Citi, ABN AMRO Private Banking, IL&FS Investsmart Securities, and K.R.Choksey Shares & Securities. Saumil holds a Master of Management Studies in Finance from SVKM's Narsee Monjee Institute of Management Studies, a Chartered Financial Analyst designation from CFA Institute, and a Financial Risk Manager certification from the Global Association of Risk Professionals.

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