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

MPs call for investment overhaul to unlock £200bn of growth as wealth sits untapped

MPs call for investment overhaul to unlock £200bn of growth as wealth sits untapped

Business and Trade Committee report

clock 08 June 2026 • 2 min read
Friday Briefing: Diversification Awareness Month

Friday Briefing: Diversification Awareness Month

Friday Briefing

Cristian Angeloni
clock 08 June 2026 • 3 min read
Stories of the week: Gold overtakes US Treasuries, Titan Square Mile CEO retires & Herald's 66% tender

Stories of the week: Gold overtakes US Treasuries, Titan Square Mile CEO retires & Herald's 66% tender

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

Investment Week
clock 05 June 2026 • 1 min read
Trustpilot