Veteran leader with 20+ years of cross-industry experience to strengthen operations, finance, and technology for India’s leading multi-family office
India, August 19, 2025 – Client Associates, India’s leading multi-family office and private wealth management firm, has announced the appointment of Joseph Thomas as Managing Partner and Co-Chief Operating Officer (COO). This strategic move is aimed at bolstering the firm’s leadership and operational excellence as it sharpens focus on sustainable growth and innovation.
In his new role, Thomas will oversee Operations, Finance, and Technology, ensuring seamless alignment between strategy and execution to drive Client Associates’ long-term objectives.
With over two decades of leadership across global organizations including Franklin Templeton, Bank of America, Dell, Infosys, and Bharti India, Thomas brings expertise in operational leadership, workforce strategy, and organizational transformation. Known for his collaborative approach, he has successfully steered connectivity across business units during both routine operations and periods of transformation.
Commenting on his appointment, Joseph Thomas said:
“Client Associates is at a very exciting stage of its journey. What drew me in was the firm’s clarity of purpose, deep client trust, and the opportunity to shape how operational excellence fuels long-term impact. I look forward to building on this momentum with the team.”
Welcoming him, Himanshu Kohli, Co-founder of Client Associates, added:
“We are delighted to welcome Joseph to the leadership team. His people-first vision, cross-functional expertise, and deep understanding of operational excellence will be instrumental as we accelerate our growth and continue building a firm admired equally for its culture and client impact.”
A postgraduate in Human Resources from Pune University, Thomas has contributed significantly to IT, ITES, analytics, and telecom sectors. His expertise spans strategic workforce planning, talent transformation, organizational design, and HR integration during M&As. His appointment marks a pivotal milestone for Client Associates as it continues to scale sustainably while enhancing leadership depth and service innovation in wealth management.
About Client Associates
Founded in 2002, Client Associates is India’s first and largest multi-family office firm, offering holistic wealth management solutions to ultra-high-net-worth families. With over two decades of experience, the firm is known for its client-first approach, robust advisory expertise, and innovative wealth solutions.
For more information please visit:
http://www.clientassociates.com/