Ortec Finance, a provider of financial decision-making technology, has appointed Jamie Holland as senior client manager within its Global Wealth Solutions team in the UK, effective 1 March 2026.
Holland joins from Rathbones, where he held the role of technical manager. A Chartered Financial Planner, he brings more than a decade of experience in financial services, with a background spanning wealth management and technical client advisory.
In his new role, Holland will focus on strengthening client relationships and supporting strategic growth across the UK market. Working with clients across the UK and Ireland, he will help embed risk- and goals-based decision-making into their advice processes using OPAL, Ortec Finance’s institutional-grade forecasting platform.
OPAL enables advisers, wealth managers and banks to monitor client portfolios through dynamic updates that track market conditions and outlooks, supporting investors in reaching their long-term goals.
The appointment reflects the firm’s continued ambition to grow its presence in the UK wealth management market, where demand for forward-looking advisory solutions is increasing. Holland will be based in the UK, working alongside local and global colleagues within the Global Wealth Solutions team.
Ortec Finance head of UK & Ireland wealth management Mark Glover 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.”
Ortec Finance managing director OPAL Financial & Wealth Planning John O’Driscoll 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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