As a wealth manager, Anish has been covering prominent families from Middle East and the UK market for the last 10 years representing their investments, real estate, fiduciary interests in Switzerland.

He has spent the last three decades in wealth management & strategic senior management roles with Merrill Lynch & Co., Credit Suisse AG, Deutsche Bank AG, CA Indosuez, Julius Bär and Lakefield Partners, among others across different international locations. 

Anish was the former Country Head Private Banking & Investments with Deutsche Bank AG India, and the CEO of the International College of Financial Planning in India and has also been a Member of Management at Crédit Agricole Indosuez SA in Zürich and worked at WM Partners, before the merger with Bank Julius Bär in 2017. 

Anish obtained his bachelor’s degree from Penn State University, USA and also studied at The American University in Cairo, Egypt and lived and worked in New York, London, Tokyo, Mumbai and Zürich during this time. 

“We are pleased that Anish has decided to join Toledo Capital bringing his deep expertise and his knowledge of the region, strengthens our senior ranks to support the growing interest from clients who are seeking stable, professionally managed portfolios and access to new investment opportunities” said Uri Krausz, Founder & Managing Partner of Toledo Capital AG.

Toledo Capital AG was established in 2010 and is a privately owned Multi Family Office and Wealth Management Boutique located in the heart of Zurich with the mission to provide high net worth individuals and families with tailor-made financial solutions with full transparency and without any conflict-of-interest.  Toledo Capital is a member of the Aquila Group, a network of independent Swiss asset managers and profits from their professional support for compliance, anti-money laundering, audit, Legal and Accounting. Aquila is regulated by the Swiss Financial Market Supervisory Authority (FINMA).