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

UK investors back defence over AI for the rest of 2025

UK investors back defence over AI for the rest of 2025

British defence firms' shares rising in value

Patrick Brusnahan
clock 30 July 2025 • 1 min read
Over a quarter of younger investors own crypto as overall optimism on the rise in July

Over a quarter of younger investors own crypto as overall optimism on the rise in July

Optimism up from May figures

Sorin Dojan
clock 23 July 2025 • 2 min read
Partner Podcast: What clients really want from their managers

Partner Podcast: What clients really want from their managers

Listen to the latest postcast with Honor Solomon, CEO for EMEA and Head of EMEA Retail Sales, at AllianceBernstein

Honor Solomon, CEO for EMEA and Head of EMEA Retail Sales, at AllianceBernstein
clock 22 July 2025 • 1 min read
Trustpilot