Gautam Bhargava
About Gautam Bhargava
Gautam Bhargava is an Executive Director at UBS, specializing in aviation and structured financing. He has extensive experience in advising Ultra High Net Worth Individuals and family offices, with a strong background in finance and engineering.
Current Role at UBS
Gautam Bhargava serves as an Executive Director at UBS, a position he has held since 2023. He operates out of Singapore, where he applies his extensive expertise in finance to serve clients effectively. His role involves advising clients on investment strategies and financial solutions tailored to their needs.
Previous Experience at Credit Suisse
Prior to his current role, Gautam Bhargava worked at Credit Suisse in various capacities. He served as Vice President from 2015 to 2017 in New Delhi, India, and later as Director from 2018 to 2023 in Singapore. His tenure at Credit Suisse spanned a total of seven years, during which he developed a strong foundation in structured financing and client advisory services.
Educational Background
Gautam Bhargava has a solid educational background in finance and engineering. He earned a Master of Business Administration (MBA) from the Indian School of Business, specializing in Finance, from 2006 to 2007. He also holds a Bachelor of Engineering (BE) in Electrical and Electronics Engineering from ITM University, Gurgaon, which he completed from 1999 to 2003. Additionally, he studied at Daly College in Indore.
Expertise in Wealth Management
Gautam Bhargava possesses specialized knowledge in advising Ultra High Net Worth Individuals (UHNIs) and family offices. His expertise includes cross-border investment and financing opportunities, as well as estate planning for clients across India, the Asia-Pacific (APAC), and Europe, the Middle East, and Africa (EMEA) regions. This breadth of experience positions him as a knowledgeable resource in wealth management.
Career Progression
Gautam Bhargava's career spans various roles in the finance sector. He began as a Senior Business Analyst at Evalueserve from 2004 to 2006, followed by positions at Kotak Wealth as Associate Vice President from 2007 to 2010, and Credit Suisse as Associate Vice President from 2010 to 2014. His career trajectory reflects a consistent advancement in responsibilities and expertise within the financial services industry.