VESTRATA
15.12.2020 01:02:15 CET | Business Wire | Press release
Vestrata, a fintech company providing integrated investment solutions, has launched today. The business is led by one of the most experienced teams ever assembled by a start-up in this space and has completed a US$4 million investment round to bring its innovative proposition to the wealth management and private banking sector.
Vestrata’s proprietary technology platform is unique, and will deliver a suite of discretionary, advisory, alternatives and ESG investment solutions that help wealth managers to drive improved client engagement, control risk and reduce cost. Vestrata’s services are developed in collaboration with leading asset managers, research houses and alternatives providers, and will be delivered through an integrated, scalable and modular platform.
The Vestrata leadership team includes eight former leaders from some of the largest wealth management institutions in the world. With more than 200 years of combined experience, the team brings a deep understanding of the complexity of delivering investment solutions that match clients’ needs and preferences.
The business is led by Mark Le Lievre, Co-Founder and CEO, who was previously global Head of Products and Platforms at J.P. Morgan Private Bank and Head of Investment Content at UBS Wealth Management. The wider management team includes a number of former executives from J.P. Morgan and other global financial institutions, including:
- Doug Wurth, Chairman, formerly led the international Private Bank and Alternatives businesses at J.P. Morgan
- Kim Lennen, CTO and Co-Founder, former CTO of J.P. Morgan Private Bank (Europe)
- Lea Blinoff, Head of Solutions, former Managing Director at J.P. Morgan Private Bank
- Arun Sinha, CMO, former CMO of J.P. Morgan Private Bank
- Eric Laget, Chief Legal Officer, former in-house counsel at J.P. Morgan Asset Management
- Tim Riseborough, CFO/COO, former COO at HSBC Commercial Bank
- Sarah Newman, CCO, former Head of Investment Products at Barclays Wealth Management
Mark Le Lievre, Co-founder and CEO of Vestrata, said: “We are entering an era where wealth managers will no longer be able to rely on market appreciation to drive revenue growth. We know from first-hand experience the significant and accelerating financial and regulatory challenges faced by the wealth management industry. Firms now need to focus not only on managing their cost base but growing their revenues via enhanced client engagement.
“We understand these challenges and have built a solution to address them. If firms are to engage with clients most effectively, they need to deliver differentiated investment solutions and use a sophisticated platform to enable advisors to engage their entire book of business. I am excited about the differentiated proposition we have built and the fundamental transformation that it will enable the wealth management industry to achieve in the years ahead.”
Lea Blinoff, Head of Solutions at Vestrata, said: “Our ambition is to fuse high-quality and differentiated investment solutions with advanced technology. Vestrata integrates a variety of investment solutions, products and asset classes with powerful portfolio analytics, reporting and a robust risk management framework to ensure advisors can deliver advice specifically tailored to their clients’ needs, in a scalable and compliant way. We enable the firms we work with to deliver more ideas to more clients, leading to revenue growth, improved control and enhanced client engagement.”
ENDS
Images to accompany this story are available here .
About Vestrata
Vestrata supports wealth managers to help drive income growth by providing a modular wealth management platform and integrated investment solutions. The platform will deliver a suite of discretionary, advisory, alternatives and ESG investment solutions that support wealth managers to improve client engagement and achieve asset and revenue growth, while systematically managing investment risks and simplifying compliance. Vestrata’s modular range of services are developed in collaboration with leading providers in the market, delivered through a single, integrated and scalable platform.
Visit www.vestrata.com for more information.
View source version on businesswire.com: https://www.businesswire.com/news/home/20201214005736/en/
Link:
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Carrier and PHINIA Recognized with ISG Paragon Awards North America 2026 for Transformation Delivered with LTM30.9.2026 10:30:00 CEST | Press release
LTM, the Business Creativity partner to the world’s largest enterprises, today announced that its clients PHINIA and Carrier have been recognized at the ISG Paragon Awards North America 2026. LTM received recognition in the Excellence category for its work with PHINIA and in the Transformation category for its work with Carrier. The ISG Paragon Awards recognize enterprise-provider partnerships that leverage technology, innovation, and new operating models to deliver measurable business impact. The recognitions highlight LTM's ability to help global enterprises accelerate transformation through industry expertise, technology innovation, and execution excellence. Carrier: Following significant M&A activities, Carrier, a global leader in intelligent climate and energy solutions, sought to address a fragmented technology landscape, siloed operating functions, and limited visibility into application ownership and costs across its 2,000+ application estate. LTM partnered closely with Carrier
Roquette to Showcase End-to-End Pharma Solutions for Patient-Centric Formulations at CPHI Milan 202630.9.2026 10:00:00 CEST | Press release
Booth 1A18 will feature key excipient brands, an upcoming capsule range extension, and an engaging interactive zone Roquette will showcase its end-to-end portfolio of pharmaceutical excipients, drug delivery solutions and leading technical expertise at CPHI Milan 2026 in Italy, where the company will welcome visitors at booth 1A18 in the excipients hall. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260929017969/en/ Visit Roquette at booth 1A18 in the excipients hall. At this year’s global industry event, Roquette will highlight key product brands supporting formulation performance, patient-centric drug delivery and biopharma innovation, including METHOCEL™ cellulose ethers, PEARLITOL® mannitol, Avicel® microcrystalline cellulose, POLYOX™ polyethylene oxide, KLEPTOSE® cyclodextrins, LYCADEX® pyrogen-free dextrose monohydrate, Qualicaps™ by Roquette hard capsules and its alginate portfolio from sustainably sourced seaweed. T
RGI Expands Its Digital Insurance Proposition With the Acquisition of D4Next30.9.2026 10:00:00 CEST | Press release
The acquisition amplifies RGI’s capabilities to help insurers accelerate innovation beyond the core, combining existing insurance systems with new digital, distribution and AI-enabled capabilities. RGI, the leading provider of digital solutions for the European insurance industry, announces the acquisition of D4Next, an insurance technology company specializing in solutions that connect insurance products, distribution channels and digital processes, powered by innovative AI models. The acquisition broadens RGI’s ability to support insurers in addressing one of the key challenges facing the industry: how to accelerate business and technological innovation while progressively evolving an increasingly complex technology landscape. Supporting the evolution of insurance at the pace of the market As insurers continue to invest in new products, digital channels, distribution models and more intelligent processes, the ability to introduce innovation progressively, and connect new capabilities
SoftBank Robotics Expands AI & Robotics Solutions for Foodservice in EMEA30.9.2026 09:30:00 CEST | Press release
Showcasing Advanced Cooking Solutions and AI-Powered Service Robotics at EquipHotel 2026 in Paris SoftBank Robotics UK Ltd. today announced that it will showcase its AI & Robotics solutions for foodservice at EquipHotel 2026, taking place in Paris, France, from 2 to 5 November 2026, as part of its efforts to expand foodservice automation initiatives across the EMEA region. Hospitality and foodservice operators continue to face operational challenges, including labour shortages, difficulties in recruiting skilled staff, rising costs, inconsistent food quality, and food waste. SoftBank Robotics aims to help address these challenges through robotics and automation, supporting more efficient, consistent and flexible foodservice operations. STEAMA is a steam-based cooking robot that uses high-pressure, high-temperature steam to prepare frozen noodle dishes in about 90 seconds. Designed for simple, one-touch operation, it helps operators consistently serve freshly prepared dishes with ease.
IFF Introduces AQUASCENT™: Advanced Water-Based Fragrance Technology30.9.2026 09:00:00 CEST | Press release
New innovation from IFF’s Science of Performance platform offers greater transparency and olfactive performance for fine fragrance IFF (NYSE: IFF), a global leader in flavors, fragrances and health and biosciences, today introduced AQUASCENT™, a new vegan, water-based carrier for fine fragrance. Crafted from a proprietary formula made with biodegradable materials, AQUASCENT™ delivers enhanced olfactive performance and visual clarity for consumers while supporting a more sustainable approach to shipping the product. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260929938674/en/ AQUASCENT™ is IFF's new water-based fragrance carrier technology that maintains visual clarity while supporting fragrance loads from 10% to up to 25%, compared with up to 15% for most comparable systems. “AQUASCENT™ reflects our continued investment in new scent technologies and formats that create compelling fragrance experiences while supporting the
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom