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Prosperity
Biography
Raj Sehgal brings three remarkable decades of experience to his role as Chairman of the Board. Recognized as an industry veteran, he has played a pivotal role in shaping leading practices within the global Corporate Finance and Wealth Management sectors.
Raj spearheaded the development and growth of the renowned Global NRI business at Credit Suisse, leaving a lasting legacy on the company’s international reach. Prior to this, he honed his expertise over a decade each at esteemed institutions like American Express and Merrill Lynch. Throughout his career, Raj consistently demonstrated exceptional leadership qualities, effectively managing large teams across both the US and the EMEA region.
His extensive experience and expertise have positioned him as a trusted advisor to clients worldwide. Raj’s strategic vision, combined with his proven track record of success, make him a dominant force in the financial world.
Legal Entity: Jupiter Wealth Advisors Limited
Rajan Sehgal
CHAIRMAN OF THE BOARD
35+ years in wealth management
Wealth preservation isn't just about numbers - it's about understanding the legacy you want to create and ensuring every decision aligns with that vision.
Areas of experties
- Investment strategy
- Portfolio Architecture
- Risk Management
- Sovereign Wealth Advisory
- Multi Asset Allocation
- Institutional Advisory
Biography
With over 35 years of experience advising sovereign wealth funds, ultra-high-net-worth families, and institutional investors, Rajan brings unparalleled expertise in global capital markets. His deep understanding of market cycles, combined with his ability to identify asymmetric opportunities, has made him one of the most sought-after advisors for families managing significant wealth.
Before founding Jupiter, Rajan spent two decades at leading global investment banks, where he built and managed institutional asset management divisions overseeing more than $50 billion in assets. His approach combines rigorous quantitative analysis with deep qualitative insights, ensuring portfolios are positioned to weather any market environment while capitalizing on opportunities.
Rajan has led some of the most complex wealth restructuring initiatives in the industry, helping families navigate generational transitions while preserving and growing their legacies. His philosophy centers on the belief that successful wealth management requires not just financial acumen, but a deep understanding of each family's unique values, goals, and legacy aspirations.
Education
- PPE, Oxford University
- Advanced Management Program, Harvard Business School
Certifications
- CFA Charterholder
- CAIA Charterholder
- Fellow of the Institute of Chartered Accountants
Regional Focus
- North America
- Europe
- Middle East
Career Highlights
Managed
$50B+
in institutional assets at global investment banks
Spanning
3 continents
advised leading sovereign wealth funds
Led
100+
complex wealth restructuring initiatives
Since
2010
founded and grown Jupiter Wealth Management
Recent Publications
"The Art of Global Asset Allocation"
Journal of Portfolio Management, 2024
"Preserving Wealth Across Generations"
Financial Times, 2023
"Risk Management in Uncertain Times"
CFA Institute Research, 2022
Speaking Engagements
World Economic Forum
Regular Panelist
Milken Institute Global Conference
Keynote Speaker
CFA Institute Annual Conference
Keynote Speaker
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Our team is ready to understand your unique needs and craft a strategy tailored to your legacy. Schedule a confidential consultation today.
