Mridula joined CapGen in January 2023 to work closely with clients to build their investment strategy and access the best of CapGen’s investment capabilities and networks. She has over a decade of multi-disciplinary experience managing client relationships, originally training as a Chartered Accountant and Chartered Tax Advisor with KPMG’s Private Client and Family Office team before moving into investments in the Key Clients and Family Offices team at Barclays. Prior to joining CapGen, Mridula led a team at UBS Wealth and Investment Management, where she spent over 8 years working with a diverse mix of entrepreneurs and Non-UK Domiciled families. Mridula has a degree in Management and Finance from the University of Nottingham and is a Sustainable Finance Professional, Chartered Banker, and Chartered Member of the CISI.