People Moves
Who's Moving Where In Wealth Management? -Värde Partners, MainStreet Partners, Ince, Others
The latest senior moves in wealth and asset management from across Europe and the UK.
Värde Partners
Alternative investment firm Värde Partners
has promoted deputy chief investment officers Brad Bauer and
Giuseppe Naglieri to join Ilfryn Carstairs as co-CIOs. Both will
share oversight of Värde’s global investment activity alongside
Carstairs, who is also co-CEO.
Based in London, Bauer joined Värde in 2007. He was named as a
partner in 2013 and promoted to deputy CIO in 2019. Also London
based, Naglieri joined the firm in 2009, was made a partner in
2016, and promoted to deputy CIO in 2018.
The firm manages around $15 billion for clients globally covering
investments in corporate and traded credit, real estate and
mortgages, private equity and direct lending.
MainStreet Partners
ESG advisory and portfolio analytics specialist, MainStreet
Partners, has made eight new hires.
The firm named Djolan Captieux as director and co-head of the
department. Captieux comes from FTSE International Limited (an
LSE Group company), where he was global ESG quality manager. He
has more than 14 years’ experience in sustainability analysis and
ESG ratings, having most recently led the creation and formation
of FTSE's global ESG team.
Joining him in the ESG Research team are Simone Borsetti, Martina
Castelli, Jaime Diaz-Rio Varez, Soner Hasan, and Georgina Anne
Tayler.
Bikiron Banerjee has been appointed as IT senior associate to
develop the MainStreet Partners digital platform. Banerjee has
more than 10 years’ experience in investment firms and financial
institutions, and holds a bachelor of engineering in material
science and engineering from Imperial College and a master of
science in informatics from the University of London.
Ince
International legal and professional services firm Ince has appointed Naomi Woods as
a partner in its private wealth practice. Based in Southwest
England, Woods advises a range of clients with expertise in
advising high net worth clients and business owners, particularly
in the agricultural sector.
“Naomi’s proven experience in family wealth protection and tax
planning makes her a trusted advisor and partner to businesses
and individuals who want to secure their wealth and plan for
their future. As a private wealth team, we are drawing together
an exceptional group of practitioners across a variety of
disciplines and regulatory arenas,” Nick Rucker, partner and
global head of private wealth at Ince, said.
Oak Group
Oak Group, the
private client, corporate services and fund administration
business, has appointed Paul Schreibke as managing director of
Oak Funds Services in Guernsey.
Schreibke joined Oak Guernsey in 2019, as managing director of
Oak Trust (Guernsey) Limited.
Previously, he was managing director of Intertrust Guernsey,
where his remit included roles as MD of both the trust and fund
companies.