Joanna joins Vestra from Citi Private Bank where she was a Private Banker working closely with ultra high net worth individuals with either UK or international backgrounds. 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. Steve’s extensive 30 year career includes previous appointments as Director at Barclays for 10 years and Vice President at Merrill Lynch International Bank where he ran the advisory investment unit. Steve’s experience at the highest level will strengthen the already successful and respected London team.
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.
Joanna, Steve and Paul join the team run by Vestra Partner, Jacqueline Crawley.
“We are delighted to have recruited these three people as there is complete consistency in the manner in which they and Vestra want to provide a full wealth management service to clients, namely bespoke advice combined with rigour in our investment process. We believe that HNW clients are increasingly becoming disillusioned with a commoditised offering.” said David Scott, Senior and Founding Partner, Vestra Wealth.