People Moves

Tiedemann Wealth Strengthens Management Ranks With Two Appointments

Vanessa Doctor April 13, 2011

Tiedemann Wealth Strengthens Management Ranks With Two Appointments

Tiedemann Wealth Management, the registered investment advisor that provides wealth management services to wealthy families, has strengthened its management ranks with two new appointments.

Wolfgang Traber steps in as member of the investment committee, while James Bertles has been named as member of the Tiedemann Trust Company board.

Traber is currently the chairman of Hanseatic Corporation, a global private equity firm, and has previously help key positions for the likes of Deltec Securities Corporation and Trilantic Capital Partners. Meanwhile, Bertles presently serves as managing director of Tiedemann Wealth and is expanding his scope to include directorial duties.  He will be responsible for developing tax and estate planning solutions for clients and marketing the company's services.

Tiedemann Wealth Management manages or advises on more than $6 billion in assets for approximately 90 families. Its trust services are provided through Tiedemann Trust Company, a state-chartered trust firm based in Delaware.

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