...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
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
December 25, 1968 – August 01, 2023
It is with profound grief and remorse that we regret to inform you that Team Taurus has lost a valued colleague who was a pillar of support and strength to the Firm and his colleagues for over 12 years.
Sameer is survived by his Wife, Sarika and sons – Karan and Aditya
Please join all of us at Taurus Wealth in sharing our heartfelt condolences for the bereaved Family
Shared below is a eulogy penned by a colleague, that truly echoes the love and admiration of all in Team Taurus who were fortunate enough to know him; not just as a cherished colleague, but as a dear Friend and Well Wisher
– Mandeep Nalwa for and on behalf of Team Taurus
Fiercely independent, brutally honest and unquestioningly loyal to those who bestowed their faith and confidence in him; he would walk through fire to maintain the trust reposed in him! Sameer was a key contributor to keeping the lights on at Taurus in its formative years. He paved the way for the Firm in hosting a tradeable strategy with his performance out there for all to see. It was not easy upholding the standards that he set for himself and, to be sure, there were lean patches. But he lived by the motto that it doesn’t matter how hard and how often you may fall. All that matters is how soon you get back up. That the only thing that can overcome hard luck is hard work.
I also know it for a fact that he was the most efficient producer we have had in the sense that he expended the least of the Firm’s resources in delivering through thick and thin. This is a man who literally managed all his affairs, efficiently and independently, entirely on his own. Despite his low dependency on support functions, what is even more remarkable to me is that he was one of our most vocal advocates in his appreciation of the value and efforts of our colleagues in Operations & Client Servicing
I remember the first time I met Sameer I was impressed by his gravitas. Sameer always spoke clearly and precisely. His clarity of thought was on display throughout that day. What wasn’t on display in that first meeting was his steadfastness which when rattled resulted in a scathing, brutally honest description of the situation irrespective of who was in the room.
And did we have fights. 2 young men 12 years ago who generally thought one was smarter than the other we always clashed. Heated tough exchanges wherein in desperation sometimes I tried to pull rank usually to no avail.
But it wasn’t anger that defined these discussions. It was Sameers Passion. A contagious, consummate and unrelenting passion for life, relationships and performance that to me is the one defining attribute amongst many that stands out when it comes to Sameer.
The passion that drove him often characterized his emotionally charged interactions with me and his colleagues and friends. It made him stand out as a man of conviction and firm views. Views that were conveyed almost always with a brutal honesty and a lack of tolerance towards considerations of diplomatic and political finesse.
When I used to grumble to myself those days about this hot potato I had to handle I would relive the argument we had had. And I would find myself nearly always thinking that actually he is right. Consequently we quickly became good friends and I learnt to admire and respect his point of view.
Infact for his close friends, this attribute made him all the more real and endearing. It was perfectly acceptable to us as we had no doubt whatsoever that Sameer always stood for the interests of the ‘many’. His ideas, beliefs and initiatives were grounded in the conviction that his personal success could only be assured as a by-product of the overall success of his peer group. His agenda was never ever self-serving or to the exclusion of broader interests.
Thereafter no matter what he said and how he said it, his message was always for my benefit, for Taurus’ benefit. Infact suffice it to say whoever Sameer was most fond off he would punch them the most verbally because he cared for them. Hema is a good example.
I started seeking Sameer out for advise every now and then when I was faced with a situation. We would retire into one of the meeting rooms and he would often give me advise on how to deal with the situation. My admiration and respect only increased over time.
On dozens upon dozens of drives over the years when I dropped him home, our discussions on how to make Taurus Rock would go on and on and he would always says “bas Mandeep hum kar lenge. Aap stress karna band karo. Its not good for health “
When keeping the lights at Taurus on used to be a struggle, when cashflow management used to keep me up at night, the revenue he used to generate every quarter used to be like a huge load of my shoulders. Hazel our Finance Head and I used to wait for that revenue to come in because we knew things would just be a tad bit easier. He truly played a huge role in helping us manage our initial years and I was always grateful and indebted to him for that. Therefore all the firm did the last year was to try and repay him for what he had done all those years back.
The tough boarding school graduate that he was, fitness was such an important thing with Sameer and he ensured the same was with Karan and Adi. Our annual Bloomberg races where the Three Bhatias anchored us to an improving score from 170th odd out of 180 teams in the first year to a 13th rank at the last edition. Primarily because Sameer ran fast and he ensured that Adi and Karan ran faster.
We have had hundreds of evening tipples. Discussion centred nearly always on the philosophy of life, fitness and what I should change to make Taurus better. After his immediate family these were the three topics of greatest interest to him.
While I knew Sameer to be a tough man I could never have imagined how truly tough and brave he really was till he showed us all how he fought his battle.
Pragmatic, matter of fact and clear headed especially after the Doctors said that things looked very bad. Instead of looking fearful, he was truly fearless. He had borne the treatments with optimism and courage.
Eventually, when the prognosis left no room for optimism, there was no lament regret or disbelief in our conversations. His focus was squarely on securing the future of Sarika and the kids. Whether it was discussing how many days we can mourn him, the number was 4 to how he was sure his sons will make him proud and Sarika will be fine. He recounted to me how while one son always wanted to press his feet now, laughing and wincing in pain he said, the rascal has never touched my feet before this or how the other one learning of the prognosis told him that you have taught me all I need to know to make you proud. The fact that he could insist Adi stays in training instead of attending his last rites is the ultimate measure of the Immense love a father has for a son and how much he is ready to sacrifice for that love where there was no need to become weak from emotion in his view when the world was your oyster.
I last spoke to Sameer last Saturday. His voice was weak but it warmed up. We discussed life and Karma for 15 minutes and in his usual pragmatic way he said Mandeep I want to go now. I hope I don’t talk to you again. A minute after we put the phone down I got a message with a 16-minute video on Karma from him.
For those of us at Taurus who have spent many years with Sameer, it is difficult to process his loss and I can quite imagine him listening to us sobbing and saying. I told you 4 days and today the 4th. Enough now move on.
The absence of your physical presence leaves us an irreplaceable vacuum Sameer. We shall miss you sorely and shall remain ever grateful that we had the privilege of having you in our lives.
God Bless you, Sameer. From all of us at Taurus your family outside your home.