Ortec Finance, a leader in personal financial planning technology, has announced the appointment of Mark Glover as Managing Director – Head of UK Wealth Management.
Glover, who has moved from HSBC where he was the Global Head of Financial Planning, brings with him over two decades of leadership experience across wealth and retail banking. This strategic hire marks a significant step in Ortec Finance’s efforts to expand its presence in the UK market.
Ortec Finance is renowned for providing scalable, intelligent financial planning solutions that cater specifically to the needs of high-net-worth (HNW) and mass affluent clients. The company’s decision to deepen its commitment in the UK follows its global success and is part of a broader initiative to support banks and wealth managers with advanced, tailored financial tools.
Ton van Welie, CEO of Ortec Finance, emphasized the company’s tailored approach: “Our UK proposition has been built from the ground up to reflect local market realities — from regulation to client expectations. With Mark’s leadership and our tailored platform, we are ideally positioned to help institutions enhance advice delivery”.
The company’s platform is designed to support goal-based, personalised financial planning at scale, addressing the rising demand for technology that enables such capabilities. Mark Glover expressed his enthusiasm about leading the company’s next growth phase in the UK, highlighting Ortec Finance’s long-standing reputation for innovation, client loyalty, and deep domain expertise in financial planning.
Ortec Finance’s platform integrates real-time planning tools, advanced scenario modelling, and seamless integration capabilities, which enrich client conversations and digitise key workflows. This helps in driving efficiency, scaling advice delivery, and providing more personalised value throughout the client journey.
The platform ensures that all client data from various sources — including CRM, portfolio management, risk profiling, and legacy advice tools — is integrated into a cohesive financial picture. This integration is pivotal in eliminating data silos, reducing manual inputs, and ensuring that advisers and clients have consistent, up-to-date information.
Tessa Kuijl, Managing Director Global Wealth Solutions, added, “In partnering with our existing UK clients, we focused on building a platform that integrates seamlessly with existing systems while supporting the real-world needs of advisers.” The result is a solution that simplifies complex planning to service multiple client segments effectively with a single platform.
Ortec Finance CEO Ton van Welie said, “With Mark’s leadership and our tailored platform, we are ideally positioned to help institutions enhance advice delivery.”
Glover added, “This is a company with a 30-year track record of innovation, client loyalty, and deep domain expertise in financial planning. That foundation — combined with a focus on UK market needs — makes Ortec Finance an ideal partner for institutions looking to grow revenue, engage clients more effectively, and future-proof their business.”
Ortec Finance Managing Director Global Wealth Solutions Tessa Kuijl said, “The result is a solution that simplifies complex planning to service multiple client segments viably with one planning platform.”
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