Daniel Fresnais was previously a Director at Julius Baer, and manages advisory and discretionary mandates for 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 riskmanaged 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.
See Daniel Fresnais, Effimia Geraki, Serena Doshi and Andrew Keating’s biographies at the following links: