The latest moves in North American wealth management.

HSBC Private Banking
HSBC Private Banking has appointed Adam Gross as head of the investment counsellor and product specialist groups in the Americas, effective immediately.

He will report to Russell Schofield-Bezer, regional head of investment services and product solutions.

Based in New York, Gross will lead the investment counsellor teams to help enhance cross asset investment solutions for high net worth and ultra-high net worth clients. He will also be responsible for the provision of investment products including markets, alternatives, funds, discretionary, custody and banking. 

Most recently, Gross was a managing director and head of the cross asset investment sales team for the Americas at Citigroup Private Banking. He was responsible for sales to Citi’s ultra-high net worth and family office clients across all asset classes including foreign exchange, rates, credit, equities and derivatives. Previously, he spent 20 years at JP Morgan and was head of the US global investment opportunities unit within the private bank, responsible for delivering bespoke investment solutions to its most active clients.​

Gross has nearly 25 years of experience in financial services including roles covering capital markets, capital advisory, wealth management and cross asset investment sales.