Pankaj Nagrath, CFA, FRM

Company Overview: 360 ONE WAM is India's largest wealth & alternatives-focused asset manager with AUM of USD 70 billion. Listed company with market cap of USD 6 billion and 70% institutional ownership including 26% from Bain Capital

• Part of leadership team hired to build 360 ONE WAM's Global business, targeting to capture India inbound and outbound wealth & asset management business opportunities
• As Head of business for EMEA region, responsible for launching and growing 360 ONE WAM's Global business for the Europe, Middle East & Africa (EMEA) region out of Dubai hub
• As Chief Investment Officer (CIO) for the entire Global business, responsible for (1) formulating and communicating the firm's global markets & asset class views, (2) establishing the advisory framework and maintaining recommendation lists to support wealth advisory for global clients outside India; and (3) establishing and overseeing an institutional analytical framework and investment process for 360 ONE Global managed funds and client portfolios
• Received WealthBriefing Award for the best ‘External Asset Manager Newcomer - MENA region’ for 2024

Company Overview: A pure-play private bank, Asia's 9th largest, with AUM of USD 120 billion.

• Built, grew, and led the first and largest India cross-border wealth management business at Bank of Singapore (BOS) to cater to the offshore wealth management needs of onshore India clients.
• Forged and managed partnerships with 4 out of the top 6 wealth managers in India for client referrals.
• Advised the bank's leadership team on India business strategy throughout the seven-year stint with the bank across different roles; this included an active bid to buy a significant equity stake in a leading Indian wealth manager.
• Developed deep knowledge of the Indian market, onshore India wealth management industry, inbound/outbound business opportunities, and regulatory aspects.

• Developed and managed a high-end advisory platform for servicing the bank’s largest and most sophisticated UHNW/Family Office clients across all geographical markets of the bank.
• Provided solutions leveraging all of the Group's resources, including investment advice, DPM, credit, wealth planning, and family office setup.
• Built tools and frameworks for sophisticated, high-end portfolio analytics to meet the needs of this client segment.
• Advised some of the largest clients of the bank from the NRI, Arab, and Indonesia markets with average client AUM of USD 150 million
• Member of the Management Committee (Mancom), Investment Product Committee, and Risk Committee for PMG (Product Management Group), and member of the UHNW Project Steering Committee of the Bank.

• Providing investment advice to UHNW and family office clients of the GSAM (Global South Asia & Middle East) market.
• Significantly contributed to bringing over business and assets of key clients serviced at Barclays Bank, post-acquisition by Bank of Singapore.
• Received the CEO Recognition Award in 2017 for the high-performing talent and future leader.

• Company Overview: Asia private banking business of Barclays Bank Plc, which was sold to Bank of Singapore in November 2016
• Provided investment and trading advice to private banking clients.
• Supported bankers in the sales of Discretionary Portfolio Management (DPM) services.

Company Overview: One of India’s most successful asset management companies, currently India's 4th largest, with AUM of USD 75 billion

• I helped set up and subsequently led the international asset management business for Nippon Life India Asset Management.
• Raised and managed an aggregate of USD 2 billion across strategies.
• Set up, raised capital for, and managed two hedge funds (2/20 fee) with profitable exits.
• Managed a fixed income mandate for a globally leading insurance company to invest in USD bonds of Indian issuers.
• Built a market-leading structured funds business focused on private banking clients.

Company Overview: India’s largest company and #86 on the Global Fortune 500 list, with revenues of USD 120 billion.

• Started by trading Indian FX/Rates derivatives, subsequently becoming responsible for trading Global Macro markets (G10 FX and G3 Rates) for India’s largest, and most active, corporate treasury.
• Developed models for measuring and managing the trading book exposures across multiple asset classes, markets, and instruments.

• Set up and managed investor relations, servicing international institutional investors and the global analyst community, in among the first such structured initiatives in India.
• Worked closely with corporate communications for financial messaging, wrote and coordinated important investor communications, such as MD&A for annual reports, and the Chairman’s AGM speech.
• Helped the company in growing its foreign investors' holdings from 2% to 15%.
• Part of the investment banking deal team, I participated in one of the first acquisitions of a public sector corporation in India.

Company Overview: One of India’s most successful asset management companies, currently India's 4th largest, with AUM of USD 75 billion.

• Set up the equity research function and led a team of research analysts for the coverage of Indian equity markets

Company Overview: India's first asset management company in the private sector, set up in partnership with Pioneer Investments of the USA.

• Covered the oil and gas, refining and marketing, and petrochemicals sectors and stocks to assist with the fund investments.

• Wrote on technical analysis of Indian equity markets and ran deputy editorial functions