"My CAIA membership has given me respect among clients and peers. Many people start a conversation around what CAIA is all about. CAIA has helped me understand client portfolios better, and enriched my professional conversations."
In 2022, Harpreet Singh joined Taurus Wealth in Singapore as a tenured advisor to ultra-high net worth families, with 20 years at a host of private banks – Citigroup, BNP Paribas, Bank of Singapore, J. Safra Sarasin and most recently, Credit Agricole. His specialty is in managing multi-generational wealth for families originating in the Asia-Pacific region. He is especially adept at the art of asset allocation and bespoke portfolio management across the traditional and the alternative spectrum. A proud CAIA Charterholder, he is also active with the Rotary and the Singapore Institute of Directors.