HSBC U.S. Head of Wealth and Personal Banking Racquel Oden Expands Team with New Head of Wealth Planning and International Connectivity
2024年7月10日 - 10:00PM
ビジネスワイヤ(英語)
Carly Doshi will lead a wealth planning team
that supports both U.S. and international clients.
HSBC U.S. Wealth and Personal Banking Head Racquel Oden today
announced that Carly Doshi has returned to HSBC as the new Head of
Wealth Planning and International Connectivity. In this role, Carly
will lead a team of wealth professionals who provide specialist
advice for clients on income and estate guidance, wealth transfer,
pre-immigration, philanthropy, family governance, family office
advisory, and comprehensive financial planning matters.
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HSBC U.S. Head of Wealth Planning and
International Connectivity Carly Doshi (Photo: Business Wire)
“We are thrilled to have Carly return to our team and deliver on
supporting our U.S. and international clients with their wealth and
estate planning needs,” said U.S. Head of Wealth and Personal
Banking Racquel Oden. “Our international clients have unique
financial planning objectives that HSBC is best positioned to
support as a global bank with interconnected retail, wealth
management and private banking services.”
The addition of Carly to the U.S. Wealth and Personal Banking
team follows the recent announcement of new Regional Market Heads
Didi Nicholas and Clark Pingree, who will be supporting the North
and West markets, respectively. The new senior hires are part of
Racquel’s new growth strategy focused on supporting international
and high net-worth clients. Racquel joined the bank in
December.
Carly re-joins HSBC from JP Morgan, where she served as Managing
Director with JP Morgan Wealth Management and the East Division
lead of Wealth Planning and Advice. In this role, Carly led a team
dedicated to providing individuals, complex families, and
associated entities with comprehensive wealth planning, strategic
guidance, and thought leadership.
Carly was recently appointed as a board of director member for
Mothers Against Drunk Driving (MADD). She is also actively involved
in the Society of Trust and Estates Practitioners (STEP), sitting
on the New York Executive Board and leads the Global Philanthropy
Advisors Steering Committee, and serves in leadership positions
with the American Bar Association.
Carly will report to Americas Head of Global Private Banking and
U.S. Wealth Mark Pittsey.
About HSBC
HSBC Holdings plc HSBC Holdings plc, the parent company
of HSBC, is headquartered in London. HSBC serves customers
worldwide from offices in 62 countries and territories. With assets
of US$3,0001bn at 31 March 2024, HSBC is one of the world’s largest
banking and financial services organisations.
HSBC Bank USA, National Association (HSBC Bank USA, N.A.)
serves customers through Wealth and Personal Banking, Commercial
Banking, Private Banking, Global Banking, and Markets and
Securities Services. Deposit products are offered by HSBC Bank USA,
N.A., Member FDIC. It operates Wealth Centers in: California;
Washington, D.C.; Florida; New Jersey; New York; Virginia; and
Washington. HSBC Bank USA, N.A. is the principal subsidiary of HSBC
USA Inc., a wholly-owned subsidiary of HSBC North America Holdings
Inc.
For more information, visit: HSBC in the USA
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version on businesswire.com: https://www.businesswire.com/news/home/20240710415703/en/
Media Enquiries Matt Kozar HSBC Vice President of
External Communications, U.S. matt.kozar@us.hsbc.com
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