The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.

Attivo
Delicious Orie (Del) (pictured below), the Team GB British sports star, who won Gold medals at the 2022 Commonwealth Games and the 2023 European Games, has joined Attivo’s Financial Planning Academy.

Del Orie

Orie, who already has a first class degree in economics from Aston University under his belt, will combine on the job training at Attivo’s Cheltenham HQ while continuing to study for his Financial Planning certification. He has already achieved his Level 4 Diploma in Regulated Financial Planning (DipPFS), and is working towards his Level 6 Advanced Diploma in Financial Planning. Attivo is supporting his goal is to be fully trained and competent as a financial planner by the end of the year.

Longer term, Orie is keen to use his skills as a chartered financial planner to champion the importance of financial education and responsibility among young people.

“Financial planning brings together everything I care about – economics and meaningful human connection. It’s a path where I can use my experience, discipline, and genuine interest to help people make confident decisions about their financial futures Orie said.

“Del’s enthusiasm for financial planning is clear as soon as you meet him. He’s going to be a real value add – for himself, for Attivo, and for the world of financial planning more broadly,” Jo French, Attivo CEO, said. “The alignment and understanding Del has with lifestyle financial planning is as much about helping clients living the life they truly want to live as well as it is growing and protecting their wealth. He embodies everything that the Attivo brand represents and is a welcome addition to the Attivo team.”

Attivo, a chartered independent lifestyle financial planning business, provides clients access to independent, unbiased advice, is headquartered in Cheltenham, with offices in London, Cardiff, Darlington, Fareham, Harrogate, Liverpool, Reading, and Grangemouth.

RAQUEST
RAQUEST, a German fintech offering witholding tax technology solutions for financial institutions, has appointed Lourdes Bustos, former European Commission policymaker and tax specialist, to join its Advisory Board. The RAQUEST Advisory Board is an external body of financial experts that supports the company with strategic guidance, market insight, and international expansion.

Bustos, who is a lawyer and economist specialising in international taxation and regulatory policy, has extensive experience in direct and indirect tax matters. She previously served as a tax auditor within the Spanish Tax Administration, as a policymaker at the Spanish Ministry of Finance and the European Commission, where she actively participated in recent EU legislative tax initiatives such as FASTER. Bustos is also a regular contributor to the specialist economic press and a frequent speaker at international tax forums. She is currently responsible for fiscal affairs at Philip Morris International.

“Lourdes Bustos brings a rare combination of regulatory, policy and operational tax expertise at the highest European level,” Alexander Lerch, CEO and co-founder of RAQUEST, said. “Her extensive experience at the European Commission and in national tax administration will be highly relevant as withholding tax frameworks across Europe continue to evolve. We look forward to collaborating with her to further strengthen our regulatory guidance and ensure its effective implementation from a technical perspective.”

Edmond de Rothschild
Edmond de Rothschild has appointed a new team head to run its external asset management business in Geneva.

David Cataldi, as disclosed by his LinkedIn page, has been in his new role since February. He joined as a senior relationship manager in January 2024. Prior to this, he worked at JP Morgan Private Bank and UBS, based in Geneva. He will continue to report to Julio-Luis Bautista, head of the EAM business in Switzerland. More than 30 dedicated employees based in Geneva, Zurich, and Lugano, focus on this business area.