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

Ortec Finance
UK-based Ortec Finance, a provider of financial decision-making technology, has appointed Jamie Holland (pictured) as senior client manager within its global wealth solutions team in the UK, effective 1 March 2026.

Based in the UK, he will work with local and global colleagues across Ortec Finance’s Global Wealth Solutions team. Holland’s remit will include strengthening client relationships and supporting strategic growth across the UK market. He will work with Ortec Finance’s clients across the UK and Ireland to embed robust, risk- and goals-based decision-making into their advice processes using OPAL, the firm said in a statement. OPAL uses institutional-grade forecasting to help investors reach their long-term goals, enabling advisors, wealth managers and banks to monitor their client portfolios through updates that track market conditions and outlooks.

Holland, who has more than a decade in financial services, has experience in wealth management and technical client advisory. Previously, a technical manager at Rathbones, he is also a Chartered Financial Planner.

“His strong technical background, combined with a deep understanding of the challenges faced by wealth managers today, makes him an excellent fit for our Global Wealth Solutions team,” Mark Glover, head of UK & Ireland Wealth Management at Ortec Finance, said. “Jamie’s appointment underlines our continued commitment to investing in senior talent to support our growing UK client base.”

Belasko
Guernsey-based Belasko, an independent of provider of funds, corporate services and private wealth, has appointed Alex Di Santo (pictured below) as group head of Institutional, based in its Jersey offices.

Alex Di Santo

His hire marks a significant step in the expansion of the firm’s private capital and institutional services platform. With more than 20 years’ experience in private capital fund administration, Di Santo brings expertise in private capital, as well as a track record of leadership across jurisdictions. He has supported clients ranging from first-time fund managers to global investment platforms, helping them grow and compete at scale.

Di Santo will be responsible for leading Belasko’s institutional commercial strategy, in particular revenue growth, strengthening client relationships and expanding the firm’s market presence. He will oversee sales, marketing and business development, ensuring Belasko continues to deliver a competitive and client-centric service proposition. Di Santo will also contribute to group-wide strategic direction as a member of the board and executive committee.

“Alex’s appointment reflects our commitment to bringing industry-leading talent into the business as we continue to grow at pace,” Edward Green, Belasko’s CEO, said. “His commercial experience, sector knowledge and strong network across private capital will help us strengthen our institutional proposition and create new opportunities for our clients and our people.”

GBST
GBST, a provider of software platforms and digital solutions to wealth management and financial services organisations globally, has appointed Jai Swaminathan as AI transformation lead. This newly created role is designed to accelerate the company’s adoption of artificial intelligence across its global operations and product suite.

Based in Sydney, Swaminathan will oversee the development and execution of GBST’s enterprise AI strategy, driving initiatives across internal productivity, product innovation and governance. The appointment will advance GBST’s progress in scaling AI-driven solutions, embedding these capabilities into the core workflows used by wealth management and financial services organisations.

Swaminathan brings extensive experience in AI-enabled product development, platform architecture and enterprise transformation. His mandate spans both internal and client-facing initiatives, with a dual focus on enhancing how GBST teams operate and embedding AI into products in ways that deliver measurable client outcomes

“Jai’s appointment accelerates our efforts to apply AI where it can drive real operational value, aligning with our broader global strategy to modernise our platforms and operations, while maintaining the reliability and trust clients expect in highly regulated markets,” Rob DeDominicis, CEO of GBST, said. “This role ensures AI at GBST is applied where it delivers meaningful impact – supporting complex workflows, improving consistency and enabling scale, while keeping people firmly in control.”

Founded in 1983, GBST works with more than 100 financial services organisations across Europe, Australia, New Zealand, North America and the Middle East, supporting millions of investor accounts globally.

Gravis Capital Management
Gravis Capital Management has appointed Mehal Shah as investment director, effective 2 March 2026. He will work within the equity investment team focusing on renewables and sustainable infrastructure, reporting to Ed Simpson, head of energy and infrastructure.

Shah, who has 15 years’ experience across energy and investment, has originated, managed and exited investments in multiple renewable sectors. These have included solar, wind, hydro, biogas, gas peakers, battery energy storage systems and combined cycle gas turbines across the UK, Ireland, India and the Nordics. He also has deep expertise in the GB, All-Ireland and Nordic power markets.

Most recently, Shah had served as an investment director in the energy and infrastructure team at Downing since 2016. Prior to Downing, he spent four years at Centrica, where he qualified as a chartered accountant and worked in M&A, including the development of Centrica’s distributed generation capabilities. Earlier in his career, he worked for a solar developer.

“Mehal is well known to the Gravis team, having previously worked with us and having acquired assets from the firm.” Simpson said. “I worked closely with him for several years and know first hand the quality of his investment judgement and his approach to working with teams. I’m really looking forward to him joining Gravis and to working together again.”