Company
Position
Managing director and founder
Index
HNW Wealth Managers
Location
London
Advice type
Family offices
Investment
Wealth structuring
Client type
Entrepreneurs
Families
HNW
UHNW
Family offices
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Udit Garg
Spear’s Review
Udit Garg has more than 25 years’ experience in financial services, having built teams and asset bases for family offices from scratch.
In 2020 he co-founded WealthFusion, a multi-family office that Garg says manages more than $450 million in client assets and serves an international clientele of successful families.
The firm prides itself on its ability to handle complex client requirements, offering bespoke portfolio management, wealth planning and legacy planning solutions.
‘Where we pride ourselves is in exemplary service,’ Garg tells Spear’s. ‘Something missing from the private wealth industry of late has been after-sale service ... and that is where we thrive. We keep hand-holding.’
Rank: Recommended

Recommended 2025, HNW Wealth Managers