In this role, Peter will oversee and be responsible for the growth of the CM Group across all of its offices and teams, spanning North and South America, Europe, and Australasia, including the set- up of the CM office in Hong Kong. He will lead and manage a number of key strategic, sales and operational initiatives across the group, with a focus on deepening client relationships with key families, global private banks, family offices, legal and accounting firms and independent asset managers.
Geoffrey Cone, Founder and CEO of the Group commented, we are delighted to bring Peter on board in a key leadership role to support the growth of the CM Group and establish our presence in Hong Kong and Asia. Peter’s extensive experience in leading global businesses, operations and teams in fiduciary services and wealth management and across our core markets, positions our Group well, as we look to accelerate our growth strategy via organic and in-organic means.
Peter Golovsky, commented, I look forward to working closely with Geoff and the leadership team to accelerate the Group’s growth strategy across a leading global and independent platform, with a particular focus on meeting the increasingly complex needs of our global families, business owners and entrepreneurs in relation to family governance, business succession and intergenerational wealth transfer and planning. Opening up the Hong Kong office and hub in Asia, is seen as integral part of the growth strategy for the Group with a focus on supporting Asian families and their connectedness with Europe and the Americas, and builds on the existing platform that has already been led and developed across Asia, by Karen Marshall. Catering for Asian families who have significant assets, investments, operations and people in foreign locations requires increased attention and independent advice to ensure all local jurisdictional requirements are met.
Peter joins the CM Group from Amicorp in Hong Kong, where he led their global Institutional Sales business for over 6 years. Prior to joining Amicorp, Peter spent 10 years in private banking at Macquarie Group and Westpac, and previously was with Andersen for 10 years in Australia and the US, in roles across private clients, risk management, corporate governance and audit.
Cone Marshall Group, founded in 1998 is a global fiduciary services firm, with a network of offices across major markets in Auckland, New Zealand, Geneva, Switzerland, Montevideo, Uruguay, New York and Jackson, Wyoming, United States and Hong Kong.