Vestra Wealth boosts senior team with Barclays and Julius Baer hires

clock

Vestra Wealth has hired four senior wealth managers specialising in high net worth, entrepreneurial and family clients.

Ex-Julius Baer director Daniel Fresnais provides investment advice to UK-resident high net worth clients. His former colleague, Andrew Keating specialises in advisory and discretionary portfolios for entrepreneurs, families and City professionals.

The firm has also recruited two former Barclays Wealth vice presidents. Effimia Geraki provides investment advice and manages assets for international and UK-based high net worth clients. Meanwhile, Serena Doshi also focuses on high net worth clients, with a particular specialism in entrepreneurs and families.

Vestra Wealth founding partner David Scott said: "Effimia, Serena, Andrew and Daniel bring exceptional track records in client service and risk-managed returns."

 

More on Investment

Partner Insight: Diversification proves its worth as markets reset

Partner Insight: Diversification proves its worth as markets reset

Vanguard Europe
clock 22 December 2025 • 1 min read
Stories of the week: Franklin Templeton, SDCL, and India Growth Capital

Stories of the week: Franklin Templeton, SDCL, and India Growth Capital

The biggest stories from the world of investment and asset management this week

clock 19 December 2025 • 1 min read
Stories of the week: The FCA, Federal Reserve, and Saba Capital

Stories of the week: The FCA, Federal Reserve, and Saba Capital

The biggest stories from the world of investment and asset management this week

clock 12 December 2025 • 1 min read
Trustpilot