Ortec Finance, a global leader in personal financial planning technology, has announced the appointment of Mark Glover as Managing Director – Head of UK Wealth Management.
Glover joins the firm from HSBC, where he served as Global Head of Financial Planning. With over 20 years of leadership experience across wealth and retail banking, his appointment underscores Ortec Finance’s commitment to accelerating its expansion in the UK wealth management market.
Renowned for its intelligent, scalable financial planning solutions tailored to high-net-worth and mass affluent clients, Ortec Finance is deepening its UK footprint as part of a broader strategy to empower banks and wealth managers with advanced, personalised advice platforms.
“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 company’s platform enables personalised, goal-based financial planning at scale — a growing need in today’s digital-first landscape. Glover expressed his enthusiasm about spearheading the company’s next phase of growth in the region, noting Ortec Finance’s legacy of innovation, strong client relationships, and expertise in financial planning.
With capabilities that include real-time planning, advanced scenario modelling, and seamless data integration, the platform enhances adviser-client interactions and streamlines workflows. It helps firms drive efficiency, scale advice delivery, and deliver more meaningful value throughout the client journey.
A key strength of the platform lies in its ability to consolidate data from CRM systems, portfolio management tools, risk profiling software, and legacy advice platforms. This unified view eliminates data silos, minimises manual input, and ensures consistent, up-to-date insights for advisers and their clients.
“In partnering with our UK clients, we focused on creating a platform that integrates seamlessly with existing systems while addressing advisers’ real-world needs,” said Tessa Kuijl, Managing Director of Global Wealth Solutions. “The result is a solution that simplifies complex planning and enables firms to serve a wide range of client segments through a single, scalable platform.”
Glover added: “Ortec Finance has a 30-year track record of delivering innovation, earning client trust, and demonstrating deep expertise in financial planning. That strong foundation, combined with a sharp focus on UK market needs, makes us an ideal partner for institutions aiming to boost revenue, deepen client engagement, and future-proof their business.”
