Rakesh Ojha

Seasoned Private Banker with over 20 years of experience in wealth management, recognized for driving strategic client engagement and sustainable revenue growth. Expert in advising ultra high net worth clients, with a strong focus on delivering bespoke financial solutions aligned to complex investment objectives. Currently responsible for managing over $50 million in Assets Under Advice (AUA), consistently outperforming targets while strengthening client loyalty and retention. Known for combining deep market insight with a disciplined, analytical approach to portfolio management and risk assessment.