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Vestra Wealth makes four senior appointments


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.”

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