Strategy & Practice Management

Indian multi-family office grows with new COO, new office planned

Waterfield Advisors has hired Kartik Kini as chief operating officer for its multi-family office business.

The appointment to strengthen the Indian firm’s senior leadership team comes as the company aggressively expands its domestic and international client reach.

Kini has over 20 years 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.

Waterfield, which advises 32 families with total financial assets of over USD2 billion, also said it plans to open a Bengaluru office soon.