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Sanctuary Wealth Partners adds to team


Sanctuary Wealth Partners has appointed Bruce Simmons to expand the firm’s range of institutional fixed income and other investment opportunities available to its advisers and their clients.

“Bruce has been a top producer in the institutional space in his prior roles and he is adept at creating and building relationships,” says Robert Walter, who heads the Sanctuary Institutional Group. “We see Bruce leveraging his skills and abilities further at Sanctuary to continue his strong track record on the institutional side and to uncover investment opportunities for high-net-worth individuals and institutions.”

At Sanctuary, Simmons will continue to focus on institutional fixed income investing and services and explore private investment opportunities suitable for ultra-high-net-worth investors. Simmons will collaborate with specialists in the Sanctuary Tax & Family Office Services group to provide an expansive range of investment options to Advisors and their clients.

“Bruce’s enthusiasm, his ability to connect on a personal level, and his skill in finding unique investment opportunities make him an ideal addition to our firm and we welcome him to Sanctuary Wealth Partners,” adds Jim Dickson, Founder and CEO of Sanctuary. “The broad range of Bruce’s experience and skills will enable us to continue to grow our institutional fixed income business and offer a wider spectrum of private investment options to ultra-high-net-worth families and investors.”

“I’m delighted to join Sanctuary – it’s a young, dynamic team focused on helping its advisers and their clients,” says Simmons. “Sanctuary works with numerous family offices in both the United States and around the world, so I’ll have the chance to research and present unique investment opportunities to high-net-worth investors through our advisers and their family offices.”

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