Waterfield Advisors appoints Riddhiman Jain as Managing Director and Head of Investment Strategy & Solutions
Waterfield Advisors, a globally recognised multi-family office and wealth advisory firm, has announced the appointment of Mr. Riddhiman Jain as Managing Director and Head of Investment Strategy & Solutions.
Riddhiman brings over 15 years of global experience in wealth management, having held senior investment leadership roles across Singapore, Hong Kong, and India. Most recently, he served as Executive Director and Head of Investments and Products for UBS Wealth Management India, where he led discretionary and advisory mandates, mutual funds, alternative investments, and listed securities across asset classes.
A strategic thinker and advocate for AI-driven client servicing and technology, Riddhiman has been instrumental in launching and managing differentiated offerings in alternatives, hedge funds, and digital wealth tools. His experience spans developing and delivering investment propositions and leading cross-border teams to deliver scalable, client-centric solutions. On the human front, he believes in breaking silos to foster collaboration and innovation.
“I’m excited to join Waterfield’s exceptional team to scale our Advisory impact. Combining market knowledge and technology to deliver exceptional client outcomes, I look forward to breaking silos, building innovative client propositions, providing quality advice, maximizing client returns, and making a meaningful difference,” said Riddhiman on his joining.
Soumya Rajan, Founder and CEO, Waterfield Advisors, added,“With Riddhiman joining, we wish to further elevatethe quality of advice we offer to our discerning clients, who are amongst the country’s wealthiest families and individuals. As we scale to new heights, we want a leader who understands our evolving needs and aligns with our client centric ethos.”
Mr. Jain will form an important part of Waterfield Advisors’ Senior Leadership Team. He will be instrumental in advising UHNIs and HNIs on portfolio construction across multi-asset classes and solving for market complexities.
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