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Camilleri & Associates launches wealth management arm

IFA firm Camilleri & Associates Ltd has launched a wealth management arm.

The new division will offer a portfolio management service to a select number of high net worth individuals, providing bespoke multi-asset portfolios, quarterly investment reviews and rebalancing.

Camilleri plans to roll it out in full from December through other professional advisers such as solicitors and accountants.

 The firm has appointed Richard Simmonds to head up the new division and is recruiting further managers as the service develops.

Camilleri & Associates managing director Henry Camilleri says: “This is an important strategic initiative for us and we believe we can add real value to the client relationships of professional advisers who want institutional standard portfolio management delivered with the highest private client service standards.”

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  1. private wealth bankig startup

  2. Falling like flies – Camilleri has been taken over by Sanlam Bank.

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