Lennertz & Co, an owner-managed family office, has appointed Achim Uebele, a renowned specialist in strategic consulting for affluent customers, foundations, and single-family offices.

After starting his career at Commerz Finanz Management, a former Commerzbank subsidiary, Uebele worked from 2005 to 2011 at UBS Switzerland’s Wealth Management in Zurich and St. Gallen.

Later on, he was promoted to branch manager of Five Minds AG, a German multi-family office in Switzerland. He joined the multi-family agency Kontora in Hamburg in 2013 as a senior family officer, concentrating on strategic advising for foundations and large families.

Other career stops include overseeing the newly launched Hamburg office of asset management Feri in 2019 and working as CFO for startup Tegus Medical beginning in mid-2020.

Since July, the graduate economist and EBS financial economist has served as Lennertz & Co’s head of Family Office.

Philipp Lennertz, managing partner of Lennertz & Co stated: “Achim Uebele joins our team as an experienced Senior Family Officer, bringing over 30 years of experience in advising wealthy entrepreneurial families and the necessary expertise in financial planning as an EBS financial economist and long-time Certified Financial Planner.”

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People moves

Julia Phillips, a seasoned professional in the field, has joined Bluerock as managing director and chief marketing officer and will be headquartered at the firm’s New York headquarters.

Phillips will be in charge of spearheading the company’s marketing and communications strategy in this newly created role, as well as strengthening Bluerock’s reputation as a visionary in the private wealth alternatives industry.

Bluerock, an alternative asset manager that has experienced rapid expansion and has purchased and managed assets worth over $18bn across a range of credit and real estate investment products.