The new global head of wealth planning will be leading Klay Group's global wealth planning function, working closely with ultra-high net worth individuals and families to deliver bespoke wealth planning solutions.

Klay Group, a boutique financial services firm providing wealth management, multi-family office, asset management and corporate advisory services to ultra-high net worth families and institutions, has appointed Rohit Ganguli (main picture) as global head of wealth planning.

Based in Singapore, Ganguli will report to Arjun Anand, chief executive officer (APAC). He will be leading Klay Group's global wealth planning function, working closely with ultra-high net worth individuals and families to deliver bespoke wealth planning solutions for succession planning, family governance, tax, insurance, pensions and cross-border matters.

Ganguli was previously with EFG Bank, where he had served as head of wealth planning Asia since 2016 – a role which involved advising HNW and UHNW clients on a broad range of wealth planning matters, including tax, succession, pensions, insurance, family governance and cross-border structuring.

Ganguli studied accountancy in India and holds a master's degree in tax law from the Netherlands. He has also completed the STEP Diploma in Trusts and Estates, and is a Certified Family Office Advisor through the ?Wealth Management Institute (WMI) Singapore, Asia’s premier wealth education hub.

"We are delighted to welcome Rohit to Klay Group,” Kalpesh Khakhria, chairman of Klay Group, said. “His deep expertise in wealth planning and understanding of the challenges faced by global families will further strengthen our ability to provide comprehensive advice and long-term solutions to our clients."

Anand added: "We are seeing growing demand from clients for sophisticated wealth planning advice that extends beyond investments. Rohit's experience across succession, governance and cross-border planning makes him a valuable addition to our team as we continue to expand our offering across Asia and globally."

Ganguli's appointment comes as Klay Group continues to enhance its advisory capabilities to meet the increasingly complex needs of globally mobile clients and multi-generational families. The firm recently made another senior hire in Singapore, as reported here. This news service recently interviewed the chairman of Klay about the firm’s growth aspirations and operating model.