Andrew Davies joins as head of the Bristol office with Matthew Windows and Robert Nye joining as wealth managers. The Bristol office will work in conjunction with the London Office to provide Vestra’s full wealth management services: portfolio management, wealth planning, private office, ventures, services for intermediaries and their clients and discretionary services for US connected clients via the subsidiary Vestra US Wealth Management Limited.
Vestra was created by Founding and Senior Partner, David Scott, in 2008 who did not want Vestra to manufacture or sell in-house products or to have product sales targets. Vestra’s focus is to provide clients with clear, unbiased advice with understanding clients at the heart of its founding principles. The establishment of an office in Bristol further supports the level of service the firm can provide to those clients who are based in the South West.
Ben Snee, Managing Partner said; “The South West is an important area for us. We have a number of clients in the region already; opening an office in Bristol will enable us to provide a better service and support this growth opportunity. We are delighted that Andrew, Matthew and Robert have joined us, they have earned the trust and respect of their clients and they were attracted to Vestra by our focus on doing what is right for the client at all times.”
Andrew Davies, Head of Bristol office said: “We are delighted to join a firm which shares our unwavering focus on client service. We are in a position to really drive forward our presence in the South West, providing a valuable full wealth management service to the region. Over time we are looking to grow our team in Bristol, adding to our breadth of expertise to further enhance the service we can provide to our clients.”
Bristol office new appointments
Andrew heads up the Bristol office as well as looking after high net worth clients. Andrew has built a reputation for broad based advice to families and private business owners based around a family plan. He has been advising high net worth families in the South West for over eight years.
Prior to managing clients’ financial affairs, Andrew headed up the global cash and banking business for Barclays Wealth. During his 20 year plus career, Andrew has experience of developing e-commerce businesses, mergers and acquisitions and commercial lending property management, providing clients with a wealth of experience.
Andrew studied accountancy at university and is a member of the Chartered Institute of Securities and Investment holding the diploma in private client and investment advice and management.
Matthew manages the interests and needs of high net worth families, entrepreneurs and charities. He is highly experienced in advising and structuring wealth strategies and investment for individuals and families in order to meet their financial goals.
Prior to joining Vestra, Matthew spent eight years as a director and senior private banker at Barclays Wealth and Investment Management where he managed high net worth clients. Matthew started his financial career with Rowan Dartington before joining Barclays Wealth in 2007.
He has enjoyed a successful cricket career representing both Gloucestershire CCC and England. Matthew studied at Durham University and is a member of the Chartered Institute for Securities and Investment holding the diploma in private client and investment advice and management.
Robert advises high net worth families across the South West, with a particular focus on entrepreneurial clients.
Robert began his career at Barclays Wealth and Investment Management where he held a number of roles in Bristol, London and Hong Kong. His background includes portfolio management and structured investments, providing a wealth of expertise to his clients.
He is a CFA charterholder, a member of the Chartered Institute for Securities and Investment and holds an honours degree in Economics from Nottingham University. Robert is an active member of the Bristol Junior Chamber of Commerce.