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AlTi Wealth Management France

Family officeoperating company · company profile

Paris · 76 people tracked

Also known as ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. · EAST END ADVISORS, LLC · TIEDEMANN ADVISORS, LLC · TIG ADVISORS LLC

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Investment thesis

AWM FR provides independent, bespoke financial asset management for wealthy individuals and families. Services include portfolio and wealth audits, ongoing wealth monitoring with consolidated reporting, discretionary portfolio management across funds and life-insurance mandates, life-insurance brokerage, manager selection and advisory, and the design of dedicated investment products. The firm operates in open architecture, acting as an independent intermediary between clients and their asset managers, and structures investment strategies around each client's objectives and risk budget.

Source: firm website, verified Aug 18, 2026.

HQ
Paris, FR
Instruments
Equity
Founded
1999
AUM
$690.9M

Team · 76 people

from the firm's website
Nancy Curtin· Interim Chief Executive Officer and Global Chief Investment Officer
Adam Gentile· Managing Director
Alex Hokanson· Head of Infrastructure and Energy Transition
Amanda Flynn· Head of U.S. Family Office Services
Amanda Lang· Managing Director
Andrew Douglass· Head of Growth
Anthonia Hui· Head of Singapore
Anthony Quill· Managing Director
Antonio Casal· Head of Multi-Strategy and Real Estate
Barnaby Horwich· Head of Research
Ben Evers· Managing Director
Brad Harrison· Co-Head of Impact Strategy, Wealth Management
Brad Lackey· Managing Director
Brittany Cook· Co-Head of U.S. Wealth Planning
Brooke Connell· President, U.S. Wealth Management
Bruce Brugler· Managing Director
César Pachon· Managing Director
Charlie Hamilton· Head of UK Wealth Management
Colin Carter· Managing Director
Craig Smith· Chair of Global Wealth Management
Drew Figdor· Portfolio Manager, Alternatives
Dwight Weld· Managing Director
Elena Giordano· Managing Director
Erik Christoffersen· Managing Director
Francesco Fabiani· Managing Director
Gareth Maher· Managing Director
George Sophocles· Head of Asset Management, Investor Relations
Gideon Kong· Managing Director
Giorgia Sanchini· Managing Director
Jeffrey Fulk· Head of Private Equity Investment Research
Jeffrey Zlot· Managing Director
Jill Shipley· Head of Governance and Education
Jim Bertles· Co-Head of U.S. Wealth Planning
Jim Sand· Managing Director
Jose Remy· Managing Director
Joshua Green· Managing Director
Kent Insley· Head of Portfolio Management
Kimberly Evans· Co-Head U.S. Client Advisory
Leonardo Drago· Head of Singapore, Investment Advisory
Mark deVries· Managing Director
Micahl Wester· Managing Director
Michael Brady· Managing Director
Michael Cagnina· Managing Director
Michael Yelverton· Head of U.S. Strategic Advisory
Murray Stoltz· Managing Director
Neil Beaton· Managing Director
Rachel Reese· Managing Director
Ricardo de la Serna· Managing Director
Richard Joyner· Head of Central U.S. Advisory and Interim President of Tiedemann Trust Company
Rob Meussner· Managing Director
Roberto Tronci· Managing Director
Ryan Steensland· Managing Director
Steve Aucamp· Managing Director
Stuart Davies· Managing Director
Teresa Wells· Co-Head of U.S. Client Advisory, Co-Head of Impact Strategy
Tom Prusinski· Managing Director
Tomas Gorgulho· Managing Director
Vivienne Ng· Managing Director
Will Evers· Managing Director
Ali Bouzarif· Board Member
Andreas Wimmer· Board Member
Andrew Rodger· Senior Advisor
Brian Neiman· Fiduciary Counsel and Wealth Planner
Claire Verdirame· Chief Marketing Officer
Colin Peters· Chief Human Resources Officer
Colleen Graham· Chief Legal, Compliance, and Risk Officer
Hayes Roberts· Fiduciary Counsel and Wealth Planner
Joseph Melican· Fiduciary Counsel and Wealth Planner
Karl Heckenberg· Observer
Kevin Moran· President & Chief Operating Officer
Mark Furlong· Board Member, Chair of the Audit, Finance and Risk Committee
Nazim Cetin· Board Member
Norma Corio· Board Member, Chair of the Human Capital and Compensation Committee
Patrick Keenan· Chief Financial Officer
Phillip Dundas· Chief Technology Officer
Timothy Keaney· Chair of the Board

Frequently asked questions

What sectors does AlTi Wealth Management France focus on?
AlTi Wealth Management France focuses on Sector Agnostic.
Where is AlTi Wealth Management France located?
AlTi Wealth Management France is headquartered in Paris, FR.

Images

AlTi Wealth Management France photoAlTi Wealth Management France photoAlTi Wealth Management France photoAlTi Wealth Management France photoAlTi Wealth Management France photoAlTi Wealth Management France photo

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