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Gurlal

Gurlal

Senior Private Banker

Who I am

After completing an MBA in 2005, I joined India Bulls Financial Services in New Delhi as a financial trader. I started my career acquiring and managing the equity/derivatives investment portfolios of HNWIs investing in the Indian stock market. In 2008, I moved to the UK to further utilize my skills and be exposed to international financial markets.

In 2008, I joined Barclays’ Non-Resident Indian (NRI) team as part of its international corporate business. This was my first assignment in the UK. I started as a Relationship Manager to acquire and manage the offshore fixed-income portfolios of HNW NRI clients based in the UK. Within three years, I had successfully built an AuM of £40 million. In addition, I obtained the financial qualifications authorized by the FSA.

What I do

In 2012, I joined Brown Shipley as a Senior Private Banker. My primary responsibility is to integrate liability management into the wealth planning process. I have been focused on acquiring and managing HNWIs based globally.

Utilizing my skills, judgement and experience, I create personalized wealth management and liability strategies to help clients meet their financial and personal objectives.

What I think

Being mindful means being able to live fully.

In today’s world, an effective banking system is required for future growth. It is therefore vital to make the right long-term decisions when it comes to developing high-quality services and managing client wealth.

Strong relationships built on trust can be created by providing real value and authentic service.

Brown Shipley

Founders Court
Lothbury - London
EC2R 7HE
United Kingdom

+44 20 7606 9833
+44 20 7282 1545

info@brownshipley.co.uk

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