Meghna Mukerjee

Meghna Mukerjee

Strategic Advisor

Areas of Expertise: Digital Transformation, Digital Wealth Management, International Private Banking, Regulations

Meghna Mukerjee is a Strategic Advisor on the Wealth Management team writing about market trends as well as regulatory and digital shifts impacting wealth managers, private banks, independent asset managers, and family offices across Europe and the Asia-Pacific. She has a specific focus on regulations, such as Markets in Financial Instruments Directive II (MiFID II), the Second Payment Services Directive (PSD2), and the Common Reporting Standard (CRS), and she also writes about private banking business models and market opportunities.

Most recently, Meghna was the Global Editor of Private Banker International magazine, covering a wide variety of topics, such as competitive intelligence and benchmarking, client and advisor insight, intergenerational wealth transfer, segmentation, strategic due diligence, and compliance. She also regularly chaired industry roundtables and panel discussions, and delivered bespoke research projects. Prior to this role, Meghna was a Private Banking Analyst and Editor based in Singapore for Timetric, working with industry participants across the Asia-Pacific region to deliver insightful research and data.

Drawing on a strong background in journalism, having worked for national dailies both in India and the U.K., Meghna has published work in New Statesman, The Daily Telegraph, and The Sunday Times. She has an M.A. in International Journalism from Cardiff University in the U.K. and a post-graduate diploma from the Indian Institute of Mass Communication (IIMC) in India.   

Webinars

Thursday, February 2, 2023
Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. Wealth Management faces its first extended downturn since the Great Recession...
Tuesday, January 11, 2022 | 11:00 a.m. ET
Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. [RECORDING AVAILABLE] Join Aite-Novarica Group Wealth Management Practice...

Blogs

August 1, 2022
Global wealth management platform FNZ has added Swiss fintech company New Access to the list of strategic acquisitions it has made worldwide in recent years. The organization appears to be strengthening its wealth-tech capabilities in order to make its offering more robust and enter new markets. But the thing that makes the continued expansion of FNZ truly stand out—and why wealth management...
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