Have the short, sharp Spear's newsletter delivered to your inbox each week
Company

WealthFusion

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

Share on