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Who’s Moving Where In Wealth Management? – Attivo, RAQUEST, Edmond De Rothschild
Editorial Staff
8 April 2026
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 ’s Financial Planning Academy. 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. has appointed a new team head to run its external asset management business in Geneva.Attivo

Del Orie
RAQUEST
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.