With over 24 years’ experience in wealth management, Jitu Bhatia advises high-net-worth and ultra-high-net-worth individuals on long-term wealth structuring, portfolio management, and cross-border financial planning.
Clients typically come to Jitu when their financial lives span multiple regions and require a coordinated, disciplined approach to managing investments, assets, and long-term wealth strategy.
With over 24 years’ experience in wealth management, Jitu Bhatia advises high-net-worth and ultra-high-net-worth individuals on long-term wealth structuring, portfolio management, and cross-border financial planning.
Clients typically come to Jitu when their financial lives span multiple regions and require a coordinated, disciplined approach to managing investments, assets, and long-term wealth strategy.
International Experience
Jitu’s career has been built across Asia, the Middle East, Africa, and India, advising clients with complex financial arrangements across jurisdictions. Now based in Hong Kong, where he has lived for over 14 years, he continues to support an international client base with diverse financial needs and global interests.
Prior to this, he spent over a decade in Dubai, working with leading private banks and financial institutions including ABN AMRO, Abu Dhabi Commercial Bank, National Bank of Fujairah, and Citibank. This experience shaped his approach to advising internationally mobile clients with complex portfolios and multi-jurisdictional considerations.
Approach to Wealth Management
Jitu’s approach is relationship-led and grounded in long-term thinking. Many of the clients he advises are successful individuals with limited time to manage their own financial affairs or with assets spread across multiple regions.
His role is to provide structure, clarity, and consistent oversight, ensuring investments, protection, and estate planning are aligned within a single, coherent strategy.
Areas of Focus
Background
Before moving into private banking and wealth management, Jitu worked in software sales and marketing across the Middle East and India. He holds an MBA in Marketing, a Bachelor’s degree in Commerce and Economics, and a Postgraduate Honours qualification in Software Management.
.svg)
.svg)
