Company
Position
Managing director and founder
Index
Advisers to Families
Location
London
Advice type
Family offices
Investment
Wealth structuring
Client type
Entrepreneurs
Families
HNW
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Udit Garg
Spear’s Review
Udit Garg has more than 25 years’ experience in financial services, including nearly a decade heading up Sun Global’s HNW and UHNW multi-family office, building the team and asset base from scratch.
In 2020 he co-founded Wealthfusion, a multi-family office that manages over $300 million in client assets and serves an international clientele of successful families.
The firm prides itself on its ability to handle complex client requirements, for which it provides bespoke portfolio management, wealth planning and legacy planning solutions.
Rank: Recommended
Recommended 2024, Advisers to Families