Tramondo Investment Partners, a Switzerland based investment boutique, has promoted Andreas Schranz to chief investment officer and chairman of the investment committee, at the same time bringing on board two industry experts.
Moves & Appointments
Advisor Group, a network of independent wealth management firms, has appointed Brian Shulstad as Senior Vice President of Business Development at its subsidiary Triad Advisors.
Microgen Financial Services and Touchstone Wealth Management have appointed David Thorpe as a non-executive director of the combined group.
Mirabaud has appointed Reto Hunziker to lead Mirabaud Advisory (Uruguay) SA, an investment consultant catering to a local clientele. He will be supported in his role by Sandra Kunze, who will also be joining the Group.
Investment management firm, Quilter Cheviot, has hired a further four investment managers in the year to date as it continues to expand its investment team, having made 16 hires in 2019.
Asian & Pacific Islander American Scholars (APIA Scholars) has elected two new members of its Board of Directors: Julie Caperton, Head of Wealth Client Solutions for Wealth and Investment Management at Wells Fargo, and Jeff Luong, Vice President of Radio Access Network Construction and Operations at AT&T.
Equiom, a global professional services provider, has appointed Mark Porter as Chief Executive Officer (CEO).
Nedbank Private Wealth has strengthened its senior management team with two internal appointments. David McFadzean will take on a new role as head of wealth management, while Andrew Halsall has become head of private banking in the Isle of Man.
Tatton Investment Management Limited has appointed senior hire Astrid Schilo as Chief Investment Strategist, a new role for the firm.
Integrated financial advisory firm Rockefeller Capital Management has appointed industry veteran Brian Riley as the Head of its San Francisco Office and Managing Director of its Pacific Northwest Division for Rockefeller Private Wealth Management.