Kanupriya Khare

Spear’s Review

With 20 years of financial services experience, Kanupriya Khare has built a reputation for her ability to manage complex and sophisticated investment portfolios. 

EFG Private Bank’s head of investment counselling leads a small team of advisers who take a holistic view of their clients’ wealth, and Khare’s keen interest in intricate financial structures means she tends to work with sophisticated clients such as family offices, hedge funds and private equity professionals.

‘I have a background in engineering, so I have quite a mathematical and rational approach, which works well with such clients,’ she tells Spear’s. ‘I can speak to them in their language, which helps me win their trust.’

Prior to joining EFG in 2023, she held roles at Goldman Sachs, Barclays and Credit Suisse.

Adviser Profile

Kanu Khare is a top-rated investment professional and adviser, highly valued by clients looking for bespoke portfolio solutions in complex situations. Navigating the intricacies of financial markets requires not only intelligence and instinct but also adaptability and empathy – qualities that define Kanu’s career journey.

An engineer by training, Kanu began in the high-octane world of derivatives on the trading floor, where precision and speed are paramount. It was in those formative years – analysing volatility, pricing risk and spotting market inefficiencies and opportunities – that Kanu developed her understanding of markets and investments. That technical foundation became the bedrock for a broader advice-focused career in Private Banking.

Today, Kanu runs a team of Investment Advisers and advises private clients, corporates and family offices, leveraging cross-asset expertise to build thoughtful portfolios. ‘Markets are full of tools,’ Kanu says. ‘The skill lies not in using them all, but in knowing which ones truly fit client portfolios to solve their needs. It is arguably as important for investments to be purposeful as it is for them to be opportunistic and sophisticated.’ Whether it is wealth preservation, growth or managing intergenerational assets, Kanu believes in interpreting the market through the lens of her clients’ lives, in line with EFG’s philosophy.

It is this blend of analytical rigour and client-first thinking that distinguishes Kanu. She brings a calm, insightful perspective shaped by both quantitative fluency and human understanding. In a world where markets move fast and products grow ever more complex, Kanu remains grounded in a timeless principle: putting the client first.