Ranjeet Guptara
Managing Director - Family Office & Institutional Advisor
Ranjeet Guptara is Managing Director at SagePoint Capital Partners, where he delivers sophisticated financial strategies to family offices, corporations, and institutions.
He works at the intersection of cross-industry networks, capital markets expertise, and generational wealth stewardship.
Since 2001, he has led and coordinated specialized teams for complex transactions, family business sales, and multi-generational wealth transfers utilizing advanced technologies and differentiated skillsets.
Previously, Ranjeet served as Senior Portfolio Manager at UBS, Independent Consultant to Credit Suisse, Investment Strategist at Wells Fargo, Divisional Chief Operating Officer at Depfa Bank, where he led the project team for a €5.7bn sale to HRE, and at Cantab Asset Management, where his investment committee earned a top 1% performance award from the Financial Times in 2016.
He has lived and worked in the UK, Switzerland, and Ireland before moving his family to the USA in 2016. He holds B.A. (Hons.) and M.A. degrees from Oxford University, an M.A. from Anglia Ruskin University, the UBS Wealth Management Diploma, Chartered Wealth Manager (MCSI) and Certified Business Exit Advisor (CEPA) certifications. Ranjeet lectures in academic settings, has worked with Cambridge University’s Transforming Business Institute, and is a keynote speaker for global firms such as Forbes.
Explore Alignment
SagePoint works with a limited number of families where discretion, long-term intent, and the scope of complexity warrant a dedicated partner. An initial discussion is intended to understand context, priorities, and whether a relationship makes sense.