Client Associates, an Indian Multi-Family Office and Private Wealth Management firm, has appointed Sahil Malhotra as Executive Director – Wealth. Based at the firm’s Gurgaon head office, Malhotra will focus on strengthening relationships with HNI and UHNI families across North India and supporting the firm’s expansion into new markets.
Malhotra brings more than two decades of experience in banking and wealth management, with expertise in investment advisory and wealth management for affluent families. His career includes senior roles at Standard Chartered Bank, IndusInd Bank, Citibank and ICICI Bank.
During his more than eight-year tenure at Standard Chartered Bank, Malhotra led the bank’s investment advisory business for North India, working with clients on their investment and broader wealth management requirements.
Commenting on the appointment, Himanshu Kohli, Co-founder, Client Associates, said Malhotra’s experience in wealth management, investment advisory and the North India market would strengthen the firm’s capabilities and support its regional expansion.
Malhotra said he was looking forward to contributing to Client Associates’ growth by bringing his experience to the firm and working with its team to build long-term relationships with families.
The appointment comes as Client Associates expands its presence across North India. The firm, which has a presence across 11 cities and manages approximately USD 6.1 billion in assets under advice, is building teams in Dehradun and Chandigarh to strengthen its reach across Western Uttar Pradesh, Punjab and adjoining markets.
Malhotra will be responsible for supporting the firm’s wealth business and expansion across the region, as Client Associates continues to add senior talent and build its presence in key wealth markets.
