Vashish Muniah is a CFA Charterholder and actuarial science graduate whose deep technical foundation and market fluency underpin Heritage Wealth’s research and portfolio innovation. He brings experience in both discretionary portfolio management and structured product execution from his prior roles at DTOS Capital Markets, MCB, and Warwyck Securities.

Vashish has managed portfolios for both institutional and private clients, executed trades across equities, fixed income, options, and ETFs, and built valuation models that inform high-conviction investment theses. His background also includes stints in strategy and reporting functions at SBM Holdings, HSBC, and LCF Securities.

A high-performing academic with First-Class Honours in Actuarial Studies, Vashish passed all three CFA levels on his first attempt. At Heritage Wealth, he leads the design of data-driven investment solutions, tactical asset allocation, and thematic research.