Jupiter Wealth Advisors Limited
Phaneendar B. currently serves as Chief Investment Officer at Jupiter Wealth Advisors Limited, focusing on asset management, family office advisory, global market strategy, asset allocation strategies, private markets, investment banking, and structured finance. Prior to this role, Phaneendar held various senior positions, including Head of Asset Management and Family Office Advisory at o3 Wealth & Asset Management, Managing Director, CIO, and Head of Multi-Family Office at Arrow Capital, and Vice President at Credit Suisse's Private Banking UHNW Desk. Additional experience includes roles at RBS, Scotiabank, and Greenback Forex Services Pvt Ltd, with expertise in private banking and FX risk management. Phaneendar holds a Post Graduate Diploma in Business Administration, specializing in Finance and International Business, from Hindu Institute of Management - NMIMS, complemented by a Bachelor's in Maths from Andhra Loyola College.
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