Family Offices Industry News

Indian Family Office Appoints New COO

By Kathleen Leahy

Indian Family Office Appoints New COOHere at Capital Hedge, via our FINTRX Platform, we’re always taking note of the rapid changes occurring within the secretive world of family offices. As of the week of August 21, we’ve learned that India’s Waterfield Advisors announced the appointment of Kartik Kini as Chief Operating Officer for their Multi-Family Office Business.

Kartik brings to the role over 20 years of experience in the Financial Services Industry, mostly in the Wealth Management space. Prior to joining Waterfield, Kartik was part of the Founding Team to set up the Wealth Management practice at Avendus. Kartik has also worked in leadership roles with Deutsche Bank and Merrill Lynch. Kartik received his Bachelor’s degree from Mumbai’s R.A. Podar College of Commerce and Economics.

Commenting on Kini’s appointment, Managing Director & CEO of Waterfield Advisors Soumya Rajan 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 efficiencies, and implementing new technologies. He is very well regarded and well networked; and has strong collaborative relationships in the industry and with partner firms"

Waterfield has become one of the pre-eminent Multi Family Office in India and advises 32 families with total financial assets of over $2 B. It services clients from its offices in Mumbai, Delhi & Chennai and covers Bengaluru & Hyderabad as well. The firm plans to open an office in Bengaluru soon.

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by Kathleen Leahy

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