HSBC U.S. Head of Wealth and Personal Banking Racquel Oden Expands Team with New Head of Wealth Planning and International Connectivity

Rhea-AI Summary

HSBC U.S. Wealth and Personal Banking Head Racquel Oden announced the appointment of Carly Doshi as the new Head of Wealth Planning and International Connectivity. Carly will lead a team providing specialist advice on income and estate guidance, wealth transfer, pre-immigration, philanthropy, family governance, family office advisory, and comprehensive financial planning for both U.S. and international clients.

The addition follows recent appointments of Didi Nicholas and Clark Pingree as Regional Market Heads for North and West markets, respectively. These hires are part of Racquel Oden's growth strategy to support international and high net-worth clients. Carly returns from JP Morgan, where she was Managing Director of Wealth Management and East Division lead. She will report to Mark Pittsey, Americas Head of Global Private Banking and U.S. Wealth.

Positive

• The appointment of Carly Doshi aims to strengthen HSBC's wealth planning services for U.S. and international clients.
• New hires align with Racquel Oden's growth strategy focused on high net-worth and international clients.

Negative

• None.

Carly Doshi will lead a wealth planning team that supports both U.S. and international clients.

NEW YORK--(BUSINESS WIRE)-- 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.

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

View source 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

Source: HSBC

FAQ

Who is Carly Doshi?

Carly Doshi is the new Head of Wealth Planning and International Connectivity at HSBC U.S. Wealth and Personal Banking.

What is Carly Doshi's new role at HSBC?

Carly Doshi will lead a team providing specialist advice on income and estate guidance, wealth transfer, pre-immigration, philanthropy, family governance, family office advisory, and comprehensive financial planning.

When did Racquel Oden join HSBC?

Racquel Oden joined HSBC in December.

What are the recent hires at HSBC U.S. Wealth and Personal Banking?

Recent hires include Carly Doshi as Head of Wealth Planning and International Connectivity, and Didi Nicholas and Clark Pingree as Regional Market Heads.

What strategy does Racquel Oden focus on at HSBC?

Racquel Oden's strategy focuses on supporting high net-worth and international clients.

What was Carly Doshi's previous role?

Carly Doshi was the Managing Director with JP Morgan Wealth Management and the East Division lead of Wealth Planning and Advice.