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London, 25 February 2026 Ortec Finance, a leading provider of financial decision-making technology, has appointed Jamie Holland as Senior Client Manager within its Global Wealth Solutions team in the UK. Jamie will join the firm effective 1 March 2026. Jamie brings extensive experience in wealth management and technical client advisory, joining Ortec Finance from Rathbones, where he most recently held the role of Technical Manager. Jamie is also a Chartered Financial Planner with more than a decade of experience in financial services. |
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In his new position, Jamie will focus on 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 decisionmaking into their advice processes using OPAL. OPAL uses institutional-grade forecasting to help investors reach their long-term goals with confidence enabling advisers, wealth managers and banks to monitor their client portfolios through dynamic updates that track market conditions and outlooks.
Jamie will be based in the UK and will work closely with both local and global colleagues across Ortec Finance’s Global Wealth Solutions team.
Mark Glover, Head of UK & Ireland Wealth Management at Ortec Finance, said: “We are delighted to welcome Jamie to Ortec Finance. 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.
“Jamie’s appointment underlines our continued commitment to investing in senior talent to support our growing UK client base.”
The hire reflects Ortec Finance’s ongoing ambition to expand its presence in the UK wealth management market, where demand for transparent, outcomefocused and riskaware solutions continues to grow.
John O’Driscoll, Managing Director OPAL Financial & Wealth Planning at Ortec Finance, added: “Jamie’s experience and clientcentric mindset will be a real asset to our global wealth proposition. As we continue to help clients move towards more consistent and forwardlooking advice frameworks, having senior professionals who can bridge technology, regulation and client needs is essential.”
Commenting on his appointment, Jamie Holland said: “I am excited to be joining Ortec Finance at a time of strong momentum for the business.
“Ortec Finance has a clear vision for improving decisionmaking in wealth management, and I look forward to working closely with clients to help them deliver better outcomes for their end customers.”
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