Cardena Private Wealth has appointed Tom McDonald as partner of the boutique wealth management and advisory firm after a decade with the group.
Managing director Ray Djani made the announcement, saying that Mr McDonald was a highly regarded and well-respected member of the team.
“Since joining Cardena 10 years ago, Tom has distinguished himself by his dedication to continuous professional development and academic excellence. Attributes he steadfastly regards as being essential for the delivery of the highest standards of professional client advice and ongoing service,” said Mr Djani.
The appointment aligns with Cardena’s overall growth strategy that has forecast an increasing demand for advice by HNW clients, business owners and senior executives.
“Our objective going forward is to build on the relationships with Cardena clients. This includes sourcing alliance partners with complementary offers that will be relevant and of benefit to clients,” said Mr Djani.
Mr McDonald said he had enjoyed the 10 years with Cardena and was attracted initially to the strong culture and outlook of the team.
“I was initially attracted to Cardena by the opportunity to work alongside (and learn from) a highly regarded team of financial advisers with an impressive base of clients, but also a firm with a strong collaborative culture and exciting growth outlook for the future,” he said.
Mr McDonald said he looked forward to using his role to help strengthen and expand the firm’s client advisory business and offerings.
“Our clients are successful people who are busy doing what they do best and I love helping them to achieve the things that are most important to them and their families. I look forward to playing my part in a senior capacity utilising my expertise and experience to strengthen and expand Cardena’s client advisory business and marketplace offering.”
Eliot Hastie is a journalist at Momentum Media, writing primarily for its wealth and financial services platforms.
Eliot joined the team in 2018 having previously written on Real Estate Business with Momentum Media as well.
Eliot graduated from the University of Westminster, UK with a Bachelor of Arts (Journalism).
You can email him on: [email protected]