Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

46802

Siri Engqvist joins Truffle as Managing Director; Appointment follows recent hires Ed Lewis and Rogier Rake

RELATED TOPICS​

Truffle Private Markets, a private markets solutions provider and partner to wealth managers and family offices, has announced the appointment of Siri Engqvist as a Managing Director to focus on business development with private wealth managers and family offices across Europe. The firm writes that Engqvist’s hire follows the recent appointments of Ed Lewis and Rogier Rake as Managing Directors earlier in 2022.

Engqvist, an experienced investment adviser, joins Truffle from Barclays Private Bank, where she was an Investment Advisor Director, advising Family Offices and private individuals on private and public market investments and portfolios. Previously, she was a Senior Investment Advisor at CFM Indosuez Wealth Management, a bank in Monaco, and worked for a Single Family Office in the US, investing and managing portfolios of both liquid and illiquid global assets.

The firm writes that this appointment follows a landmark year of growth for Truffle, with the appointment of two Managing Directors earlier this year to bolster the firm’s capabilities across Europe and cement its position as the private markets solutions partner of choice for wealth managers and family offices.

Ed Lewis joined Truffle earlier this year as a Managing Director and leads the firm’s UK client relationships. Ed previously spent 16 years at Albourne Partners as a Partner and oversaw EMEA business development and fund relations, establishing the firm’s Fund Relations function in 2015. Rogier Rake also joined Truffle as a Managing Director in July and leads the firm’s client relationships in the Netherlands. Previously Rogier served as Head of Institutions and a Relationship Manager at IBS Capital Allies. Here, he held responsibility for over 50 institutional clients representing total assets of EUR2.5 billion, partly invested in private markets including impact investments.

The three hires at Managing Director-level are complemented by two additional appointments in recent months. Tullio Musso was appointed as a Senior Advisor to support Truffle’s business development in Switzerland and Southern Europe, along with strategic implementation for large wealth managers and private banking clients, investment origination and strategic initiatives. Tullio is currently the CEO and founder of Investa Solutions, a Product Strategy Consultancy firm based in Geneva, Switzerland, and has over 20 years’ experience in the financial sector, having held senior roles at J.P. Morgan Private Bank and Pictet Wealth Management.

In addition, Kate Linington was hired as a Senior Associate at Truffle and oversees the firm’s PR and marketing efforts and supports the business development team, organising events and co-ordinating additional business initiatives. Previously, Kate was a Business Manager at J.P. Morgan Private Bank, responsible for operational activities of the International Private Bank Marketing team.

Jason Proctor, Founder and Managing Director of Truffle, said: “I am delighted to welcome Siri, Ed, Rogier and all our new joiners over the past year to the Truffle team. It is vital to our business that we have strong relationships with the wealth management and family office communities across Europe and our latest additions help us achieve this. It is a testament to the strength of the ongoing growth our platform that we are able to attract such a high calibre of talent to Truffle and I am excited about the prospects for future growth going into 2023.”

Latest News

ESG and sustainable investment is set to become even more important for charity investment portfolio..
Iress has announced that it has extended its partnership with Dow Jones Newswires to give..
The Financial Conduct Authority (FCA) writes that in new rules, it has set out a..

Related Articles

infrastructure headline
The new Labour government has launched a GBP7.3 billion National Wealth Fund which will target private capital to support the UK’s growth ambitions...
The new Labour government has launched a GBP7.3 billion National Wealth Fund which will target private capital to support the..
Tom McPhail, lang cat
Today’s news of a landslide victory from the UK’s Labour party, finds that the markets had mostly factored in a widely predicted Labour win...
Today’s news of a landslide victory from the UK’s Labour party, finds that the markets had mostly factored in a..
Pensions might not feature at the top of the political parties’ manifesto promises this election, but their role in driving the UK’s growth ambitions is increasingly on investors’ agendas...
Pensions might not feature at the top of the political parties’ manifesto promises this election, but their role in driving..
Duncan Higgs, Bfinance
Bfinance has released its latest report, "Investment Management Fees: Fairness Revisited," with a comprehensive analysis of current trends and challenges in investment management fees and costs across various asset classes...
Bfinance has released its latest report, "Investment Management Fees: Fairness Revisited," with a comprehensive analysis of current trends and challenges..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by