Vestra Wealth was created by Founding and Senior Partner, David Scott, in 2008 as an impartial adviser, deliberately avoiding manufacturing its own in-house products, due to the potential conflict of interest this can create.
Vestra Private Office was established to meet the gap at the top end of the market to provide wide-ranging, in-depth wealth management advice and services in the manner of an ‘outsourced family office’. In contrast to many wealth managers, the team provides strategic and family office type advice and support, in addition to portfolio management.
The three appointments will help Vestra Private Office provide advice to ultra-high net worth individuals. They also add to the diverse nature of the team which has deep and wide-ranging experience in wealth management, private equity, wealth planning, corporate finance, venture capital, private banking, management consulting, investment banking and entrepreneurship.
Natasa Williams, Partner and Head of Vestra Private Office, said: “My new colleagues are a great fit for the Private Office team and further enhance our ability to provide a quality service to our clients. Their experience, technical expertise and enthusiasm further add to our offering as a disruptive force in the ultra high net worth market place.”
Vestra Private Office new appointments
Alex joins as a consultant to business and wealth-owning families. For the last six years, Alex has worked with global family leaders and family office executives. His role at Vestra focuses on assisting clients across the spectrum of challenges they face in order to preserve their financial, business and family legacy across generations. Prior to Vestra, Alex was a Consultant at Family Office Exchange (FOX) and before this he was with the Family Business consultant, Peter Leach. Here his work focused on the development of family governance structures and preparation of heirs for roles in the enterprise.
Ben is a wealth manager at Vestra Private Office, specialising in advising Ultra High Net Worth individuals, families and associated entities with their complex financial affairs, both within the UK and internationally. He is highly experienced working with family offices, sophisticated investors and entrepreneurs, largely focusing on advisory investments. Prior to joining Vestra, Ben was a Vice President at Credit Suisse, focusing on sophisticated investors, and spent ten years as an Investment Adviser at Morgan Stanley.
Ben is a Trustee of One World Media, a charity focused on supporting international journalism and media coverage of developing world issues. He also sits as an Adviser on the Board of a global family Foundation. Ben has previously been named as one of the Top 30 Under 30 Wealth Managers in the UK by Citywire and shortlisted as a Rising Star at the WealthBriefing European Awards.
Jordan is responsible for providing strategic advice to Ultra High Net Worth individuals who have entrepreneurial and investment interests in private assets, private equity and venture capital. He also sits on Vestra’s private equity funds investment committee. Jordan previously worked for a mid-size independent corporate finance firm in the US and KPMG Corporate Finance in the UK, acting in a lead advisory capacity to businesses undertaking mergers and acquisitions, debt and equity raising and corporate change.