Thulasi is a Portfolio Manager on the US Private Wealth team, managing investments on behalf of US-connected clients. She joined the firm in 2025. Recognising that each client’s circumstances are unique, Thulasi takes a personalised approach, investing time to understand individual objectives. She works closely with clients, advisers and the tax specialists to develop tailored strategies, adopting a holistic and proactive style. She views portfolio management as an ongoing, ever-evolving process, ensuring strategies remain aligned with clients’ changing needs.
Prior to joining W1M, Thulasi was an Investment Manager at Canaccord Wealth, where she managed bespoke portfolio solutions for private clients, trusts, pensions and charities. She was also a member of both the US Investor Service Committee and the Closed-Ended Committee.
She began her career as an Investment Analyst, spending nearly ten years covering UK, Japanese and commodity funds, as well as assisting in portfolio management.
Thulasi is a Chartered Fellow Member of the Chartered Institute for Securities & Investments (CISI), achieving the Private Client Investment Advice & Management (PCIAM) qualification and the Investment Management Certificate (IMC).
