NDB Wealth celebrated its 34th anniversary with a client engagement event at Kandy Myst by Cinnamon, bringing together clients, partners and industry leaders for an evening of discussions focused on two of the most significant forces shaping wealth management today—family business succession and global geopolitical developments.
The event commenced with a welcome address by Ruwan Perera, Chief Executive Officer of NDB Wealth, followed by keynote presentations from two internationally recognised experts and a panel discussion featuring the company's senior leadership.
Celebrating 34 Years of Client Trust
In his opening remarks, Ruwan Perera reflected on NDB Wealth's journey over the past 34 years, highlighting the company's evolution into one of Sri Lanka's leading wealth management firms.
He noted that the company's growth has been built on a foundation of integrity, trust and honesty, values that have remained central to every client relationship since its inception.
Perera reaffirmed NDB Wealth's commitment to maintaining these principles while continuing to support clients and their families through changing financial and economic landscapes.
Focus on Family Business Succession
The first keynote address was delivered by Sunil Jose, Managing Director of Kernal Multifamily Office, UAE, who explored the importance of structured succession planning for family-owned businesses.
He discussed the challenges of preserving wealth across generations, emphasising the need to balance the differing priorities, risk appetites and values of founders, successors and extended family members.
Jose also shared practical frameworks that family enterprises can adopt to align stakeholders and ensure long-term business continuity.
Understanding Global Geopolitical Shifts
The second keynote was presented by Dr. Harinda Vidanage, strategist and security and defence specialist, who analysed the evolving geopolitical landscape with a particular focus on the ongoing crisis in the Middle East.
His presentation examined how regional instability could influence global markets, international trade and investment strategies, providing attendees with valuable insights into managing risk in an increasingly interconnected global economy.
Linking Strategy with Wealth Management
The evening concluded with a panel discussion moderated by Ruwan Perera, featuring Sunil Jose, Dr. Harinda Vidanage, Daham Hettiarachchi, Chief Investment Officer of NDB Wealth, and Amaya Nagodavithana, Senior Vice President of NDB Wealth.
The discussion connected the themes of succession planning and geopolitical developments with practical wealth management strategies, exploring how changing global conditions can influence investment decisions, portfolio management and long-term financial planning.
Through the anniversary event, NDB Wealth reaffirmed its commitment to delivering trusted financial guidance while equipping clients with the knowledge and strategies needed to navigate an increasingly complex investment landscape.