BENGALURU: Waterfield Advisors has announced the appointment of Kartik Kini as the chief operating officer for their multi-family office business, said a press release issued today.
Kini has over two decades of experience in the financial services industry, mostly in the wealth management space. Prior to joining Waterfield, he 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.
“Kini is a highly organised, strategic, and result-driven professional, and is adept at improving processes, driving e?ciencies, and implementing new technologies. He is very well regarded and well networked, and has strong collaborative relationships in the industry and with partner firms,” said Soumya Rajan, managing director and CEO of Waterfield Advisors.
Waterfield advises 32 families with total financial assets of over $2 billion. It services clients from its offices in Mumbai, Delhi and Chennai and covers Bengaluru and Hyderabad as well.