Wealthfusion

Overview

WealthFusion Limited advises families on family and business needs through integrated financial, administrative and advisory services.⁴⁸ The firm’s approach is relationship-led and bespoke, built around trust, clarity and continuity across generations.⁹

Leadership

Udit Garg is Co-Founder & Managing Director and a Member of the Board.¹² Jane Grier is CEO & Head of Risk Management and a Member of The Board.¹³ Amit Puri and Rajesh Jogi are Non Executive Directors.¹⁴¹⁵ Rajesh Yadav is Investment Director & Head of Investments.¹⁶ Rachana Rathod and Arijit Bagchi are Senior Vice Presidents.¹⁷¹⁸ Varsini Ramdoo is Assistant Vice President.¹⁹ Nia Gilbert is Head of Operations.²⁰ Kemi Bakare and Richard Zhong are Operations Analysts.²¹²² Amer Samra is Investment Analyst.²³ Divya Garg is a Member of the Risk and Advisory Committee.²⁴

Services

The firm offers bespoke wealth management with tailored investment strategies, portfolio management, global insight and alignment to each client’s risk appetite, time horizon and values.⁵ Its fiduciary and estate-planning work covers inheritance, estate structuring and cross-border succession planning.⁶ WealthFusion also offers private-credit lending through its PlotPoint and LendSecure platforms, focused on short-term secured real-estate lending opportunities.⁷ The firm supports responsible investment planning tied to climate, equity, education and health priorities.²⁵

What the firm offers

• Investment management
• Estate planning
• Trust and fiduciary
• Administration and bill pay
• Cross-border planning

Client focus

WealthFusion advises families, including UHNW families, and addresses both family and business needs.⁴

Investment philosophy and approach

The firm says its investment approach combines traditional portfolio construction with alternative solutions.¹⁰ It describes an investment philosophy centered on integrated solutions, emotional intelligence and financial precision, portfolio architecture, and asset structuring.¹¹

FAQs

Related resources

• LocationMultifamily offices in London

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• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts may relate to ownership, succession, tax, and cross-border asset planning. A family considering WealthFusion Limited can use them to prepare questions about trustees, jurisdictions, reporting, and how trust arrangements may fit alongside investment management and estate planning.

• Network siteFamilyOffices.com

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• GuideWhen does a family need its own office

  This page helps families think through when a dedicated family office may be appropriate, based on complexity, assets, responsibilities, and coordination needs. It can help a prospective client assess whether an external firm serving families, including UHNW families, fits needs across investments, succession, administration, and cross-border planning.

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  Reviewing A-C-T INTERNATIONAL LIMITED, Bedrock Group, and HMSA Group gives readers additional firms to investigate on this site. Comparing their stated services, locations, client focus, and approach with WealthFusion Limited's London base and services can help a family owner structure initial questions before requesting further information.

Sources

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Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.