Who's Moving Where In Wealth Management? - Sanctuary, Harbor Asset Private Wealth, Others

Editorial Staff

19 May 2021

Sanctuary
has appointed Jude Hodge as counsel in its British Virgin Islands (BVI) corporate practice. Hodge specialises in advising clients on a wide range of corporate and commercial matters, with particular expertise in banking and finance, real estate, voluntary liquidations, investment funds, corporate due diligence, continuations, group reorganisations, and mergers and acquisitions.

Prior to joining Carey Olsen, Hodge worked in the corporate and finance teams at three other offshore firms in the BVI and the Channel Islands.

Hodge, a recommended lawyer by Legal 500, was admitted to practice in England and Wales in 2008 (non-practicing) and the BVI in 2009. She serves as a member of the BVI General Legal Council and as treasurer of the BVI Bar Association (where she was previously treasurer and first vice president between 2013 and 2017 respectively).

Argent
, a fiduciary wealth management firm operating in the southern parts of the US, has appointed Travis Gist to join its mineral management division. He is based in Fort Worth, working as a mineral manager, where he will report to David Luke, president of Argent Mineral Management.

Gist, who has more than 11 years of experience in the sector, was previously at Wells Fargo Bank in Fort Worth, where he had served as assistant vice president/oil and gas advisory specialist since 2014. In that position, he managed more than 150 accounts containing oil and gas assets across the country for high net worth private bank clients. He also served as the bank’s subject matter expert, managing the oil and gas assets held in estates, trusts and agency accounts.

Gist received his bachelor of business administration in management from Texas Tech University in 2008, also being named on the dean’s honor list. He has been certified as a Registered Professional Landman (RPL). He is a member of the American Association of Professional Landmen (AAPL), the Fort Worth Association of Professional Landmen (FWAPL), and the National Association of Royalty Owners (NARO).

The issue of wealth and mineral rights remains a major theme in parts of the US – and is now a politically charged sector as the current US federal government seeks to reduce carbon emissions, raising the specter of “stranded assets.” Managing mineral rights is a specialist wealth management discipline in parts of the country. (See an article here.)

LifeYield
Unified managed household platform business has named Chad Van Den Top as senior client strategist. He will advise ultra-high net worth families, business owners, private equity and hedge fund principals, and their family offices with their comprehensive wealth structuring advice, including management of concentrated stock positions, estate planning strategies and family governance.

Van Den Top also works closely with foundations and endowments. Based in Boston, he reports to Vicary Graham, regional president of the New England region.

Prior to this, Van Den Top worked at Northern Trust where he was a wealth strategist in San Francisco, focused on providing wealth structuring advice to the firm's ultra-high net worth Silicon Valley clients and prospects. Prior to this, he was a trust and estate specialist with Merrill Lynch’s trust company.