The Board of Managers of Campbell Investments Limited - Private Wealth Management, an independent and privately owned Registered Investment Advisory firm, formally announced today the addition of new equity partners, SethMayer and NicholasJacobson, along with an equity investment by Fiduciary State Fund, an investment firm specializing in providing passive capital. Maxwell Shultz has been appointed Senior Chief Investment Officer and Elizabeth Applegate Chief Operations Officer.

“It is exciting that we have the long term succession of our practice firmly in place to ensure intergenerational wealth advice for our clients”

"We are excited to have admitted two additional partners and to have completed our alignment with Fiduciary State Fund, a key strategic partner who will enhance the future growth of the firm," said Michael Moss, Managing Director.

"The transaction with Campbell was structured to allow the founders to make other equity partners and strategic acquisitions in order to grow the business, while maintaining independent control of the firm," according to Matthew Burton — Fiduciary Fund Managing Partner.

About Campbell Investments Limited
Campbell Investments is a Registered Investment Advisor, structured from its inception as a completely independent and privately owned boutique investment and wealth management council. We offer bespoke highly personalized, discretionary wealth management and advisory services to a limited international clientele.

Ronald Bennet
Representative Client & Public Relations
Campbell Investments Limited
The Mall, East Sheen, London, SW14 7EN, United Kingdom
+44 (0) 2037 694866
[email protected]