LONDON, UNITED KINGDOM – (3 April 2025) Ortec Finance, a global leader in personal financial planning technology, is deepening its commitment to the UK market with the appointment of Mark Glover as Managing Director – Head of UK Wealth Management. Glover joins from HSBC, where he was Global Head of Financial Planning, bringing over two decades of leadership experience across wealth and retail banking to spearhead Ortec Finance’s UK expansion.
The move is part of a wider initiative to support banks and wealth managers with scalable, intelligent financial planning solutions designed to meet the specific needs of high-net-worth (HNW) and mass affluent clients. It follows Ortec Finance’s broader global success and reinforces its long-term commitment to the UK.
“Our UK proposition has been built from the ground up to reflect local market realities — from regulation to client expectations,” said Ton van Welie, CEO of Ortec Finance. “With Mark’s leadership and our tailored platform, we are ideally positioned to help institutions enhance advice delivery”.
The appointment reflects rising demand for technology that enables goal-based, personalised financial planning at scale.
“I’m excited to lead Ortec Finance’s next phase of UK growth,” said Glover. “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’s platform brings together real-time planning tools, advanced scenario modelling, and seamless integration — enriching client conversations while digitising key workflows to drive efficiency, scale advice delivery, and enable more personalised value at every stage of the client journey.
The platform works across disparate systems, pulling data together from multiple sources — including CRM, portfolio management, risk profiling, and legacy advice tools — into a single, coherent financial picture. This integration eliminates data silos, reduces manual input, and ensures advisers and clients are aligned with consistent, up-to-date information.
“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.” said Tessa Kuijl, Managing Director Global Wealth Solutions. “The result is a solution that simplifies complex planning to service multiple client segments viably with one planning platform.”
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