To strengthen the senior leadership team at the firm, Waterfield Advisors, multi-family office business appoints Kartik Kini as the Chief Operating Officer. The appointment comes at a crucial time as the company aggressively expands its domestic and international client reach.
With over 20 years of experience in the Financial Services Industry, especially Wealth Management Space, Kartik has a significant role to play at the firm.
Commenting on the appointment, Soumya Rajan, Managing Director & CEO of Waterfield Advisors said, "We are delighted to have Kartik join the Waterfield Leadership team and wish him all success in his career with the firm. A highly organized, strategic, and result driven professional, Kartik is adept at improving processes, driving eciencies, and implementing new technologies. He is very well regarded and well networked; and has strong collaborative relationships in the industry and with partner firms”
Prior to joining Waterfield, Kartik was part of the Founding Team to set up the Wealth Management practice at Avendus. He has also worked in leadership roles with Deutsche Bank and Merrill Lynch.
An India focused firm, Waterfield Advisors provides advisory services to UHNW Families, Entrepreneurs, Trusts and Corporate Clients. The firm was founded in 2011 and its professionals come from varied background and industries thereby creating a team with diversity and experience across multiple areas.