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client advisor - managing director Priya

Contact :

Kuhapriya K. Patel

Head of Wealth Management - Managing Partner

Kuhapriya has over twenty years of experience in managing ultra high-net-worth clients in the private, corporate and investment banking sectors. After holding senior management positions in the UK, Asia and Switzerland, she recently joined Swiss Finance Management International SA in Geneva as Head of Wealth Management, Managing Partner. Prior to this, she held senior leadership positions at OSK Investment Bank, Citibank, Crédit Suisse AG, Qatar National Bank Suisse SA and SingAlliance Switzerland SA, where she utilized her expertise in managing Ultra High-Net-Worth clients and Large Corporate portfolios with a successful track record of building a portfolio of elite clients.

With a strong academic background at Robert Gordon University from the UK having graduated with an MSc in Information Systems, BSc in Computer Science, Postgraduate Diploma in Asset Management including an MBA, Kuhapriya is a distinguished member of the Association of MBAs (AMBA). Fluent in English, Bahasa Malaysia, Bahasa Indonesia, Tamil and Hindi, she has strong intercultural communication skills. Her ongoing efforts to master the French language testify to her commitment to excellence and ongoing professional development.

"Your financial security is my primary concern. Together, we will develop a personalized strategy to ensure your financial success."