HSBC Private Banking Adds Key Talent to Americas Investment Office
August 01 2017 - 11:29AM
Business Wire
HSBC Private Banking, Americas announced the addition of four
key hires in an effort to further enhance its investment management
capabilities and expertise for clients:
Steve Simon, Regional Head of Credit Advisory
Steve will be responsible for the Credit Advisory business,
tasked with enhancing HSBC’s positioning in the sector with a
particular focus on developing Private Banking’s product offering.
He has over 35 years of experience in financial services in roles
covering client lending and product control across HSBC, Goldman
Sachs and Citigroup. From 2009 to 2011, he was responsible for all
lending activities in the US at HSBC for both the Domestic and
International Private Bank. Most recently, he was responsible for
credit risk management for the US east coast business within
Goldman Sachs’ Private Banking Division, providing structuring
solutions on new loan transactions to high net worth clients.
Alex Catterick, Regional Alternatives Product
Specialist
Alex will be responsible for the alternatives product offering
in the Americas including managing relationships with third party
alternative funds offered on the HSBC Private Banking platform and
coordinating roadshows and investor updates. Alex has over 21 years
of experience in financial services in roles covering accounting,
institutional equities research, investment advisory and
alternative investments at KPMG, CIBC, JPMorgan and Barclays. Most
recently he was a Director within Barclays’ alternative investment
team responsible for the distribution and growth of their
alternative investments wealth and investment management platform
in the US.
Vincent Fontana, Regional Fixed Income Product
Specialist
Vincent will be responsible for the Fixed Income product with a
particular focus on developing portfolio design and performance
analytics. He has over 15 years of experience in financial services
gained at Merrill Lynch and BNY Mellon. His experience covers
banking, portfolio management, and investment services with a
particular focus on fixed income investing strategies. Most
recently, he was a Product Specialist within BNY Mellon’s Asset
Management Division providing fixed income product support across
investment grade and high yield credit, emerging market debt,
global credit, and currency alpha/active hedging investment
strategies.
Vikram Singh, Regional Structured Product Specialist
Vikram will be responsible for Structured Products and will
concentrate on developing product offerings and performance. He has
six years of experience in roles covering derivative-based hedging
and monetization strategies as well as structured investment
solutions for both institutional and high net-worth clients across
the equity, credit and foreign exchange markets. Most recently, he
was part of HSBC’s Structured Product and Derivatives Sales team
within Global Markets.
About HSBC Private Banking
As part of the HSBC Group, one of the world’s largest banking
and financial services organizations, HSBC Private Banking seeks to
be the leading international private bank for business owners and
their families. It provides clients with wealth, business and
family succession solutions in the largest and fastest growing
markets around the world. HSBC Private Banking is the marketing
name for the private banking business conducted by the principal
private banking subsidiaries of the HSBC Group.
For more information, visit www.hsbcprivatebank.com
About HSBC Bank USA, N.A.
HSBC Bank USA, National Association (HSBC Bank USA,
N.A.), with total assets of US$191.9bn as of 30 June 2017 (US
GAAP), serves customers through retail banking and wealth
management, commercial banking, private banking, asset management,
and global banking and markets segments. It operates 229 bank
branches throughout the United States. There are 146 in New York as
well as branches in: California; Connecticut; Delaware; Washington,
D.C.; Florida; Maryland; New Jersey; Pennsylvania; 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. HSBC Bank USA, N.A. is a Member of the FDIC.
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version on businesswire.com: http://www.businesswire.com/news/home/20170801006277/en/
Media:HSBCMatt Ward,
212-525-1931matthew.m.ward@us.hsbc.com
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