Udit Garg

Spear’s Review

Udit Garg has more than 20 years’ experience in multi-dimensional roles in financial services, making him something of an all-rounder. He joined Sun Global, a multi-award-winning investment bank based in Mayfair, in 2012, to head up the HNW and UHNW multi-family office, growing the team and asset base from scratch. He has a client mix comprising entrepreneurs and professionals across many countries. His key strengths are his attention to detail and focus on servicing the client.

The firm understands the volatility of global markets today, and is well-placed to handle complex client requirements, for which it provides bespoke allocation and planning solutions.

Adviser’s Profile

Udit conceptualised and co-founded Wealthfusion in 2020, a Multi-Family Office that caters to diverse needs of large families from all aspects on investments and asset management. The uniqueness of Wealthfusion makes it one of its kind in the UK market as it is co-owned by some of the families whose money is managed by Wealthfusion. 

The firm’s AUM is just over $350 million. The clients comprise of a mix of entrepreneurs and professionals across many countries. It is a fantastic mix of experience, ability and understanding the complex needs of a global family. Udit has more than 25 years’ experience in multi-dimensional roles in the financial services industry ranging from insurance to asset backed lending and banking.