People Moves

First Republic Bank Taps US Trust For Investment Management MD

Stephen Harris 28 November 2006

First Republic Bank Taps US Trust For Investment Management MD

First Republic Bank, a US-based wealth management and private banking services provider, has appointed Brett Berry as managing director of i...

First Republic Bank, a US-based wealth management and private banking services provider, has appointed Brett Berry as managing director of its investment management firm, Trainer Wortham & Co. Prior to joining First Republic, Mr Berry was with US Trust as senior vice president and senior portfolio manager, working with high net worth individuals and institutions. Trainer Wortham & Co managed approximately $5 billion of client assets as of 30 September 2006. First Republic manages and administeres around $16 billion in wealth management assets from its investment management, wealth advisory, trust, and brokerage groups.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes