Joanna joins Vestra from Citi Private Bank where she was a Private Banker working closely with ultra high net worth individuals, both UK Res dom and UK Res non dom. Prior to this she was a Private Banker at Coutts & Co.
Steve joins Vestra from UBS London where he was Executive Director, managing both discretionary and advisory portfolios. Prior to this, Steve was a Director at Barclays for almost 10 years and Vice President at Merrill Lynch International Bank where he ran the advisory investment unit. Steve’s extensive career includes senior positions at ABN AMRO Bank and Coutts and Co.
Paul joins Vestra from Barclays Wealth where he was a Director and Private Banker managing high net worth families and institutions. Prior to this, Paul worked at the UK Private Client arm of Merrill Lynch. Paul specialises in the implementation of holistic wealth management strategies on behalf of his clients.
Joanna, Steve and Paul join the team run by Vestra Partner, Jacqueline Crawley, where their expertise will be a significant addition.
“Joanna, Steve and Paul bring an exceptional track record in client service and risk-managed returns,” said David Scott, Senior and Founding Partner, Vestra Wealth. “All three have earned the trust and respect of their clients and were attracted to Vestra by our focus on doing what is right for the client at all times. They are a great addition to the team - helping us build upon our excellent reputation for client service.”