The other additions to the investment advisory firm are Daniel Fresnais and Andrew Keating who arrived from director roles with Julius Baer, and Effimia Geraki, who like Doshi, was formerly a vice president at Barclays Wealth and Investment Management.
Geraki joined Vestra in June with over 15 years’ private banking and wealth management expertise, managing assets and advising international and UK-based clients (UK and non-UK domiciled).
Fresnais, who assumed his role in September, specialises in providing wealth management and investment advice to UK residents (including non-domiciled) and international individuals, drawing on 20 years of industry experience.
Also arriving from Julius Baer in September, Keating has spent over 15 years in finance, with his focus being maintaining advisory and discretionary portfolios for entrepreneurs, families and professionals.
Vestra’s most recent appointment Doshi brings expertise in managing the wealth of high net worth and ultra-high net worth UK-based entrepreneurs and families.
David Scott, senior and founding partner at Vestra, said: “We continue to hire good people as and when we meet them as part of our organic growth.
“Effimia, Serena, Andrew and Daniel bring exceptional track records in client service and risk-managed returns. 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.”
