Bringing you live news and features since 2006 

Vestra Wealth makes four senior appointments

RELATED TOPICS​

Vestra Wealth has hired four senior wealth managers with a combined 60 years of wealth management, private banking and investment banking experience.

Daniel Fresnais was a Director at Julius Baer. He provides wealth management and investment advice to UK-resident (domiciled or non-domiciled in the UK) and international high net worth and ultra-high net worth individuals, particularly senior professionals working in financial services, entrepreneurs and corporate executives.

 
Andrew Keating was also previously a Director at Julius Baer, and is focused on advisory and discretionary portfolios for entrepreneurs, families and City professionals.
 
Effimia Geraki was a Vice President at Barclays Wealth and Investment Management. She provides investment advice and manages assets for international and UK-based high net worth clients, both domiciled and non-domiciled in the UK.
 
Serena Doshi was previously a Vice President at Barclays Wealth and Investment Management and manages the wealth of many High Net Worth and Ultra High Net Worth individuals, particularly entrepreneurs and families in the UK.
 
“Effimia, Serena, Andrew and Daniel bring exceptional track records in client service and risk-managed returns,” said David Scott, Senior and Founding Partner, Vestra Wealth. “They have earned the trust and respect of their clients and were attracted by our focus on doing what is right for the client at all times.”

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by