Here’s a summary of the latest moves and appointments in wealth management:
Tufton Investment Management
- New Appointment: Kael O’Sullivan has been appointed as the head of investor relations.
- Background: O’Sullivan has over 15 years of experience in investor relations and capital markets across sectors like shipping, mining, and energy. He previously worked at Taylor Maritime and Mining Indaba.
- Responsibilities: He will aid Tufton’s strategies, including managing Tufton Assets Limited and supporting its expansion into natural resources following the appointment as investment manager of CQS Natural Resources.
Equiom
- New Appointments:
- Sharon Rogers as Executive Director, Private Wealth & Family Office.
- Allister Carey as Director, Corporate Services.
- Rogers’ Background: Over 30 years in fiduciary and private wealth services, focusing on ultra-high net worth clients and complex client relationships.
- Carey’s Background: Over 20 years of experience in trust and company services, overseeing corporate services and employee retirement initiatives.
- Impact: These appointments aim to strengthen senior leadership in Guernsey and enhance service offerings for private wealth and corporate services.
Both firms are positioning themselves for growth in their respective sectors, emphasizing expertise and leadership in wealth management.
