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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