NDB Wealth celebrated its 34th anniversary with a client engagement event held at Kandy Myst by Cinnamon, bringing together clients, partners, and industry leaders for an evening centered on the themes shaping the future of wealth: intergenerational continuity and global uncertainty.
The event opened with a welcome address by Ruwan Perera, CEO of NDB Wealth, followed by two keynote addresses from distinguished international speakers and a panel discussion with NDB Wealth’s senior leadership.
In his welcome address, Perera reflected on NDB Wealth’s history and evolution, tracing the company’s growth from its founding to its position today as one of Sri Lanka’s leading wealth management firms. He emphasized that this growth has been anchored throughout by a consistent set of values: integrity, trust, and honesty in every client relationship.
Perera noted that these principles have been the foundation on which NDB Wealth’s 34 years of client trust have been built, and reaffirmed the company’s commitment to upholding them as it continues to grow alongside its clients and their families.
The first keynote was delivered by Sunil Jose, Managing Director of Kernal Multifamily Office, UAE, on the subject of family business succession. Jose addressed the growing need for structured succession planning among family-owned enterprises, noting that preserving and growing capital across generations requires navigating the differing priorities, risk appetites, and values held by founders, successors, and extended family members. He outlined practical frameworks family businesses can adopt to align stakeholders and safeguard long-term continuity.
The second keynote was delivered by Dr. Harinda Vidanage, strategist and security and defense specialist, who offered an analysis of the evolving geopolitical landscape, with particular focus on the current crisis in the Middle East.
Vidanage examined the implications of regional instability for global markets, trade, and investment strategy, providing attendees with a broader lens through which to assess risk in an increasingly interconnected world.
The event concluded with a panel discussion moderated by Ruwan Perera, CEO of NDB Wealth, featuring Sunil Jose, Dr. Harinda Vidanage, Daham Hettiarachchi (Chief Investment Officer, NDB Wealth), and Amaya Nagodavithana (Senior Vice President, NDB Wealth). The discussion connected the evening’s global and strategic themes to practical wealth management considerations for clients, exploring how geopolitical shifts and succession dynamics translate into actionable investment and planning decisions.
