Swati is a seasoned private banking professional with nearly 14 years advising ultra-high-net-worth clients across India and the UAE. She has held senior roles at ICICI Bank’s Private Banking Group and 360 ONE Wealth, delivering holistic wealth solutions.
A CFA charterholder, she combines technical expertise with client understanding. Her strengths include portfolio advisory, relationship management and multi-asset strategies, driving value through personalised, long-term wealth management.