Cardena Private Wealth has announced the appointment of a new managing director as part of efforts to position itself as a future-focused firm.
Ray Djani has been working with the Fortnum-aligned advice firm over the past three years in a consulting capacity as well as holding a board position.
Mr Djani will work closely with Cardena’s financial advisers and staff to support client engagement activities, manage alliance relationships, business development and the operational efficiency of the business.
In addition, he will spearhead the firm’s strategic growth plans and marketing.
“In this environment of change and introduction of new academic requirements – many mature age practitioners have announced they will retire rather than continue under the new regime,” said Cardena director Jonathan Kilborn.
"The appointment of Ray as MD has been timely as it reaffirms to Cardena clients our commitment to their ongoing financial wellbeing and aspirations by positioning the practice for long-term sustainability with an industry and business professional in this key role.”
Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.
You can contact him on [email protected].
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