Morenti Wealth has appointed Jamie Mariani, CFA, DipFA, to strengthen its investment and financial planning capabilities as the firm continues its growth trajectory.
Mariani joins from Trillium Asset Management, where he co-managed its ESG Global Conviction strategy and was instrumental in launching its UK-based global equities business.
Prior to Trillium, he spent more than a decade at Martin Currie Investment Management as Director of Research, a member of the Investment Executive and Asset Allocation Committee, and Sector Manager for global Tech, Media and Telecom equities. Earlier in his career, he held equity analyst roles at Dresdner Kleinwort Benson and ABN AMRO in the City of London.
A CFA charterholder and DipFA-qualified adviser, Mariani is recognised for delivering disciplined, client-focused investment strategies that prioritise long-term success over short-term noise.
Commenting on his appointment, Mariani said:
“I’m joining Morenti Wealth because they make financial advice simple and clear, focusing on what matters most: investment, retirement, inheritance, and tax planning — without unnecessary cost or complexity. I’m also looking forward to working alongside Chris Bourne, whose practical guidance has helped so many people make better financial decisions.”
Chris Bourne, Founding Partner of Morenti Wealth, added:
“We’re delighted to welcome Jamie to the team. His deep investment expertise and unwavering commitment to clients align perfectly with our ethos at Morenti. I’m excited to see the positive impact he will have on our clients’ financial futures.”
