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The Atlas · People · 3,969 profiles
The people behind the stack
Founders, chief executives, partners and investment leaders across the family-office provider universe. Names and roles are public; direct contacts unlock individually or with a curated database.
581 people · clear filters
Banks
Steven Lo
Head of Japan, Asia North & Australia, and Asia South · Citi
TechnologyStuart Reid
Head of Marketing · Jacobi
AdvisorsSudip Banerjee
Director · Neo Wealth and Asset Management
Platforms & CustodySukhpreet Hanspal
Company Secretary & Head of Compliance · CAITLYN INDIA PRIVATE LIMITED
AdvisorsSulagna Roy
Executive Director · Lighthouse Canton
TechnologySusan Gameiro
Senior Director of Fund Accounting and Onboarding · Juniper Square
AdvisorsSusanta Kundu
Senior Director - Private Clients · LGT Wealth India
Platforms & CustodySwapan Chakraborty
Executive Director · Anand Rathi Wealth Limited
Platforms & CustodySwati Jagetia
Deputy General Manager Tax · SUN PHARMA
Platforms & CustodySwayze Yancey
Director, Business Development · Opus
Platforms & CustodySydney Bolger
Director of USA and Canada · The ImPact
TechnologyTammy Locke
Director of Client Services · Entrilia
Asset ManagersTanay Janak Desai
Director - Family Office · SAMVED MEDICARE
TechnologyTarek Chouman
Global Head of the Aladdin Client Business · Colmore
BanksTatiana Carruzzo
Co-Head of Asset Services · Intesa Sanpaolo Wealth Management Suisse
BanksTeodora Petkova
Head of Central Europe and Eastern Europe · Unicredit pan-European Commercial Bank
TechnologyTheresa Meawad
Senior Director & Head of Solutions Consulting, SS&C EVOLV · SS&C Family Office Services
Service FirmsThorold Barker
Independent Director · Moelis & Company
AdvisorsTito Mathew
Director · Wektra Family Office
Asset ManagersTom Montagu-Pollock
Co-Head of Charities and Fund Manager · Cazenove Capital
Service FirmsTom Stevenson
Director, Head of Real Estate, Jersey · Ogier
Service FirmsTony Hind
Executive Director · Crestbridge Family Office Services
TechnologyTony Meredith
Digital Transformation Director · Global Relay
TechnologyTrisha Chandra
Director of Global Human Resources · Nirvana Solutions
TechnologyUtkarsh Mishra
Head of Projects · Wealth Objects
Platforms & CustodyVikas Gupta
Head of Equity · HCL Family Office
Asset ManagersVaibhav Batham
Sr Manager Accounts & Head of Family Office · YGR
TechnologyVamsi Pinnamaneni
Head of Technology · Wealth Objects
Platforms & CustodyVanya Stares
Non Executive Director · Centtrip
Platforms & CustodyVarun Aggarwal
General Manager · Bharti Enterprises
BanksVenkat Seeda
Director · Julius Baer
BanksVikas Jaidka
Region Head of Middle East, Africa and NRI · DBS
AdvisorsVikram S.
Market Director & Founding Team Member · TriGen Wealth
Platforms & CustodyVikram Saraf
Director · PANKAJ K MEHTA INVESTMENT PVT LTD
TechnologyViktor Holmqvist
VP of Engineering · Cobalt
AdvisorsVinay Rao
Senior Director · Lighthouse Canton
Service FirmsVincent Lagrange
Director – Business Development · Value & Risk Valuation Services
Service FirmsVincenzo Fauci
Director, Family Office Services · Kaufman Rossin
BanksVineet Vermani
Executive Director · CIBC Private Wealth US
Platforms & CustodyVipul Badjatya, CFA
Director · D. E. Shaw India Private Limited
TechnologyVishal Khetam
Director of Fund Accounting · Juniper Square
Platforms & CustodyVivek Dandekar
Director · Raintree Foundation
Platforms & CustodyVivek Pahwa
VP · Bry-Air (Asia) Private Limited
AdvisorsVivek Shrivastava
Associate Director - Family Office · CERVIN Family Office & Advisors Pvt. Ltd.
Asset ManagersViviana Merotto
Head of PR and Media Relations · Azimut
Asset ManagersWill Peck
Head of Digital Assets · WisdomTree
BanksWinfried Daun
Global Head of Brand & Marketing · Julius Baer
TechnologyWinnie Ling
Head of Legal and People · Blend