For the third consecutive year, Wealth Solutions Report has named the CIO 5: Top Wealth CIOs. Vivek Jindal, Chief Investment Officer at Caprock, is among the five recognized by the publication.
Wealth Solutions Report describes the best Chief Investment Officers in wealth management as tackling wealth management challenges, including organic growth strategies and private market products, while remaining focused on clients. The publication uses a set of criteria to select CIOs who remain focused on clients despite outside noise and events. This includes designing novel investment platforms, adopting new technologies, and effectively collaborating with other professionals to meet client needs.
In commenting on how the role of CIOs in the multi-family office space is evolving, Jindal said, “The evolution of investing on behalf of families will continue to encompass tax-efficient investing, as well as tax structuring such as tax mitigation strategies and tax coupling strategies across public and private markets.”
Read the full announcement here.
Wealth Solutions Report used proprietary criteria to evaluate CIOs through a nomination process. Caprock did not pay a fee to participate.
