meet the team

A respected Head of Investment Reporting and Operations, Saad Surti offers more than 17 years of expertise in investment accounting, reporting, and risk management in his role as Head of Operations at whitegate capital.

Saad’s 14-year tenure as Head of Investment Reporting and Treasury at a multi-billion-dollar investment firm is a testament to his proficiency in portfolio performance, risk & compliance reporting, investment accounting & operations, financial planning & analysis and treasury operations.

Saad’s development of performance and risk reporting dashboards to enable informed decisions across multiple asset classes and adept handling of significant volumes of capital calls processing for private markets portfolio are notable highlights of his time in-post.

Above all else, Saad’s unwavering commitment to excellence and extensive experience render him an invaluable asset to the whitegate capital team.