Waterfield Appoints Nimish Shah As Chief Investment Officer-Listed Investments
He will head services ranging from providing investment policy and asset allocation through open-architecture enabled manager search, selection and oversight and portfolio construction.
Waterfield Advisors announced the appointment of Nimish Shah as Chief Investment Officer (CIO)-Listed Investments.
In this new role, Nimish will work closely with key constituents on the creation, implementation and oversight of complex, multi-asset class, multi-manager investment programs. An expert investment strategist, he will head services ranging from providing investment policy and asset allocation through open-architecture enabled manager search, selection and oversight and portfolio construction.
Nimish joins Waterfield from BNP Paribas Wealth Management where he was Head of Investment Services, managing a team of investment product specialists and counsellors specialized in providing insights to clients on asset allocation strategies across varied asset classes.
An MBA in Finance from Mumbai University and a Certified Wealth Manager, Nimish brings 25 years of resourceful experience in Capital Markets across diverse asset classes and platforms. His area of expertise extends, but not limited, to providing investment advice and financial planning solutions.
Nimish has handled a wide spectrum of clients that includes Family Offices & Trusts, Mega Wealth Individuals, HNIs, Institutions, Banks, Funds, Trusts, Corporate Treasuries and Government Companies. He has worked with a diverse range of platforms like Private Bank Wealth Management, Investment Advisory, Institutional and HNI Brokerage, Retail Bank Wealth Management, PMS and Corporate Pensions (Gratuity & Superannuation).
Commenting on the appointment, Nimish Shah said, “I’m delighted to join Waterfield Advisors and look forward to work with Soumya and the team of well-experienced Wealth Management professionals. Waterfield’s client-focused approach offering unbiased quality advice and strategies is the need of the hour in today’s fast-changing investment environment. It will be the endeavour of Waterfield’s Investment Team to continue the focus on Research to analyse and advice investment opportunities based on quantitative, qualitative and governance parameters.”
Welcoming Nimish, Ms. Soumya Rajan, Founder and CEO, Waterfield Advisors said, “We are delighted to have Nimish join Waterfield Advisors. His experience adds significant value to the firm at a time when markets remain volatile and we have to help our clients navigate through a more uncertain economic outlook”.