Realise Wealth Management welcomes Client Relationship Associate

Realise Wealth Management welcomes Caedi Capal as Client Relationship Associate, strengthening its operational and client‑support capabilities as the business continues to grow. Caedi’s appointment reflects the firms ongoing commitment to investing in the people and infrastructure that allow it to support clients through life’s big decisions, the unexpected changes and the everyday moments that shape their financial lives

Working closely with the advisory team, Caedi will help ensure the smooth day‑to‑day running of client servicing and planning processes. Her role plays an important part in ensuring clients feel informed, supported and confident at every stage of their journey.

A welcome addition to a growing team

Founder and Director Nikki Zammit said:

“Realise Wealth Management celebrates its fifth birthday this year, and it’s a moment to reflect on whether we’ve achieved what we set out to: building a business where people genuinely come first, where complex questions are welcomed, plans can evolve as life changes, and clients feel supported through life’s big milestones and all the moments in between.

With a team of four — and another joining soon — I’m proud to say we’re there. The culture we’ve created is something I’m incredibly proud of, and investing in talented people who share our values is essential to that. Caedi has already made a fantastic impression on both the team and our clients, and we’re excited to have her as part of our journey.”

Caedi added:

“I’m joining Realise Wealth Management at a really exciting time. We have a genuinely brilliant team that attracts like‑minded clients, and there’s a real sense of care and collaboration in everything we do. I’m looking forward to supporting our clients’ needs and being part of the firm’s continued growth in the years ahead.”