Mohneet Dhir
"Institutional portfolio architect. Former senior leader in Vanguard's multi-asset team. A rare dual perspective — the big picture strategy and the engineering inside it."
If you are a founder, business owner, or high-net-worth individual who wants genuinely sophisticated investment strategy — not off-the-shelf products — Mohneet brings a level of rigour and institutional experience rarely found in independent financial planning.
A bit about Mohneet's background
The architect behind one of the UK’s most widely-used investment solutions
As a senior leader in Vanguard’s Multi-Asset team, Mohneet led the design and delivery of Vanguard’s European flagship portfolio range — the LifeStrategy funds — used by hundreds of thousands of UK investors with over £50bn in client assets. She was the trusted voice for the UK adviser community, regularly hosting market update calls attended by 400+ IFAs. Her work helped shape the investment approach used by more than 80% of UK advisers.
Areas of expertise:
Macro Architecture
Portfolio design for long-term outcomes: How portfolios are structured to deliver durable, risk-adjusted returns over decades — not quarters. Strategic asset allocation, global diversification, and evidence-based frameworks built for complexity.
Forensic Analysis
Where risk hides inside the portfolio: The granular interrogation of costs, factor exposures, hidden correlations, and inefficiencies that erode returns. Fixed income mechanics, derivatives, and the micro-engineering of portfolio construction.
Entrepreneur Wealth
Turning business success into personal financial freedom: Specialist planning for founders and business owners — exit planning, wealth diversification outside the business, tax-efficient structures, and long-term investment strategy aligned to entrepreneurial timelines.
Market Intelligence
Institutional-grade market perspective: Geopolitical risk, rate cycle analysis, and how macro conditions interact with multi-asset portfolios. The same analytical rigour applied for institutional investors — now available to founders and HNW individuals.