Rohit Bhuta

Wealth Management - Digitization vs the Human Touch
Rohit Bhuta

Rohit Bhuta

Wealth Management - Digitization vs the Human Touch

Biography

You will learn about whether digitization can eliminate the human touch in wealth management. Rohit Bhuta has over 25 years of experience in wealth management.

Rohit Bhuta has over 25 years of experience across eight key markets globally with extensive knowledge in asset management, investment banking, private banking and wealth management. Rohit has worked with the Macquarie group for over 22 years in various capacities and geographies including Australia, Singapore, Malaysia, South Africa, Hong Kong and India. He worked in the UK (2 years) and New Zealand (2 years) prior to joining the Macquarie Group.

Rohit Bhuta has held senior leadership and strategic roles over the past 14 years, spanning multiple layers and levels of accountability: from that of a Chief Executive with complete accountability of delivering the culture, strategies and business profitability to being a board member responsible for setting the strategies and business goals and having the ultimate accountability to the shareholders, clients and the regulators.

He is currently the CEO of Crossinvest (Asia) Pte Limited, a family owned independent asset management company with a 10 year presence in Asia. Crossinvest has deep roots out of Switzerland with a strong presence, through its headquarters in Lugano, of over 30 years.

His expertise includes the following fields: Multi Family Office, Wealth Management, Private Banking, Investment Management, Asset Management, New Business Development & New Markets, M&A, Alternative Investments.

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