Financial Planning technology firm Ortec Finance has appointed Mark Glover as managing director and head of UK wealth management.

Mr Glover joins from HSBC where he was global head of Financial Planning for 10 years until April 2024.

Former roles include head of global insurance proposition at Barclays Wealth, director at UBS Wealth Management, head of institutional business at Hansard Global, and seven years as a relationship manager at Skandia.

At Ortec he will be responsible for the fintech’s Financial Planning partnerships across the wealth sector.

He will also spearhead Ortec’s UK expansion plans to provide technology that enables goal-based personalised Financial Planning at scale for mass affluent clients.

Mr Glover said: “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.”

Ton van Welie, CEO of Ortec Finance, said Mr Glover’s appointment reinforced its long-term commitment to the UK.

He said: “Our UK proposition has been built from the ground up to reflect local market realities — from regulation to client expectations. With Mark’s leadership and our tailored platform, we are ideally positioned to help institutions enhance advice delivery”.

Ortec Finance’s platform combines Financial Planning tools, advanced scenario modelling and integration with multiple CRM, portfolio management, risk profiling and legacy advice tools.