...with the idea of not just being independent and entrepreneurial, but also to give unique access to niche investments, while constantly fostering and keeping clients’ interest at the very center of all of Taurus’ activities.
To be the global benchmark as...
... a most trusted Confidante to Clients in managing and supporting their entire spectrum of Wealth Management needs through a comprehensive suite of in-house and partnered offerings
...an Employer of Choice who nurtures and harnesses the deep expertise of a diverse Team of Professionals while maintaining an acute focus on their personal and professional growth
... a Global Financial Institution whose footprint covers key and relevant regulated jurisdictions and who defines aspirational standards of exemplary conduct and thought leadership
Assets under
Management / Advise
Serviced from 3 global financial centres
60+ Globally
Over the years, we have built global teams that comprise functional expertise from
around the world, combined with deep local knowledge of our Clients’ domiciles.
Our governance
As a fiduciary and service provider with complex responsibilities, TAURUS WEALTH believes it is fundamental to have a robust and transparent governance framework.
We have a legal entity-based structure that aligns with the countries in which we operate.
The Board of each of our legal entities includes Executive Directors and Non-Executive Directors. Non-Executive Directors are deemed to be independent provided they do not have line or functional responsibility for certain activities of the specific legal entity or any of its subsidiaries. [Certain legal entities have Non-executive Directors who are independent from TAURUS WEALTH in order to comply with regulatory requirements and/or local best practices.]
Board appointments are based on merit and candidates are considered against objective and transparent criteria, having due regard for the benefits of diversity, including amongst other things, skills, experience, age, gender, ethnic and diversity of backgrounds.
Our senior executives report into the GLOBAL EXECUTIVE COMMITTEE with additional functional reporting into lines, where relevant.
Global management structure
Achieving our vision requires the organisation to be dependable and to do the right thing; open to new ideas; and connected, as a single global asset management team with a strong corporate governance framework in place.
Above all, TAURUS WEALTH and our employees must act with courageous integrity by making decisions in the interests of our clients and other stakeholders, without compromising the ethical standards and integrity on which the organisation was built.
The Global Executive Committee – comprising the senior leadership team globally – is responsible for overseeing the implementation of our strategy and ensuring an appropriate control framework and culture is operating effectively. While continually balancing the needs of various stakeholders, the Committee and its members give precedence to client and regulatory needs.
The foremost office to be set up within the Taurus Wealth network, Taurus Wealth Advisors Pte. Ltd was founded by Mandeep Nalwa in 2008. A Wealth Advisor with deep expertise in investments and over 25 years of experience, including with leading International Private Banks, Mandeep established Taurus Singapore with a view to providing customized and unbiased investment advice and portfolio management using the approach of a fee-based, multi-family office model.
Having put together a cohesive team of highly experienced investment professionals, since its inception Taurus Singapore has grown rapidly and carved out for itself a distinctive niche in Asia as a preeminent independent wealth manager and advisor. It is also widely regarded as an independent thought leader in its space; as is evidenced through numerous industry accolades and the regular participation of its experts in mainstream business and market forums and media.
Taurus Singapore extends a comprehensive suite of Wealth services and Fund Management under the aegis of a Capital Markets Services License granted by the Monetary Authority of Singapore (MAS).
Taurus Wealth Advisors Pte Ltd
3 Pickering Street #01-70
China Square Central (Nankin Row)
Singapore 048660
Having established its reputation as a leading independent wealth manager and advisor in Asia, with increasing interest being evinced in its capabilities from the Middle East and Africa, it was evident that Taurus Wealth needed to extend its network to ensure effective coverage of these additional regions.
Taurus Wealth Advisors Limited was incorporated in 2016 at the Dubai International Financial Center (DIFC). With the UAE having consolidated its positioning as an effective gateway to the Middle East and Africa, the choice to locate in DIFC was with a view to harnessing its transparent and efficient operating environment while availing of global best practices and an internationally accepted legal and regulatory framework.
Leveraging the foundation of an established business in Asia, Taurus Dubai has grown rapidly to provide effective and comprehensive coverage of HNW Families and Institutions in the Middle East and Africa from a team of experts ably led by highly experienced Management.
Taurus Dubai is regulated by the Dubai Financial Services Authority (DFSA) and operates under a Prudential Category 4 License granted by the Regulator to extend investment advisory and arranging services while harnessing various partnerships to arrange effective custody and banking arrangements for its Clients.
Taurus Wealth Advisors Limited
Unit No. 501/502, Liberty House,
5th Floor P.O Box 507128,
DIFC, Dubai, United Arab Emirates
Since its inception in 2008 Taurus Wealth has grown steadily, enhancing its scope of capabilities, and significantly deepening its client base and footprint around the world.
Taurus Wealth Holding AG has been set up to strategically enable and progress the group’s plans to extend its footprint in Europe
With the developing presence in Zurich, alongside it’s established strong presence in Singapore and Dubai, Taurus Wealth has a significant foothold in the world’s major financial centers.
Taurus Wealth Holding AG
Bahnhofstrasse 26
8001 Zurich
Switzerland
2024
WealthBriefing Asia
Awards 2024
Outstanding Contribution to Wealth Management (Individual) – Mandeep Nalwa
2024
WealthBriefing Asia Awards 2024
Global Citizenship/Immigration
Platform Offering
2023
WealthBriefing MENA
Awards 2023
Leading Individual - Suhail Moosa
2023
Private Banker International Global Wealth Awards 2023
Best Family Office
2023
WealthBriefingAsia
Awards 2023
Female Executive – Hema Mathur
2022
WealthBriefing MENA
Awards 2022
CEO – Bhavnesh Thakkar
2022
Private Banker International Global Wealth Awards 2022
Rising Star
2022
WealthBriefingAsia
Awards 2022
Best Family Office Proposition
2021
Private Banker International Global Wealth Awards 2021
Most Effective Investment Service Offering
2021
Private Banker International Global Wealth Awards 2021
Best Family Office Offering
2020
Asian Private Banker -
Awards For Distinction
Best Independent Wealth Manager - Discretionary Portfolio Management
2020
Asian Private Banker -
Awards For Distinction
Best Independent Wealth Manager - Investment Advisory
2019
29th Annual Private Banker International Global Wealth Awards 2019
Best Family Office
2017
27th Private Banker International Global Wealth Awards 2017
Outstanding Young Private Banker: Hrishikesh Unni
2017
Private Banker International Global Wealth Awards 2017
Best Family Office Offering
2016
Private Banker International Global Wealth Awards 2016
Most Innovative Business Model
2015
Private Banker International Global Wealth Awards 2015
Most Effective Investment Service Offering
2014
Wealth Briefing Asia Awards 2014
Multi Family Office & Independent Wealth Manager
Taurus Wealth Holding AG
Bahnhofstrasse 26
8001 Zurich
Switzerland