Killik & Co names new head of wealth planning

Global financial planning and private client business Killik & Co, has named Svenja Keller as its new head of wealth planning with immediate effect.

Keller replaces well-known financial planning specialist Sarah Lord, who left the company, as reported, at the end of March.

Keller will be responsible for “developing and leading” the company’s wealth planning ,the private client investment house said in a statement announcing the appointment.

She joins from Investec Wealth & Investment where she spent a year as financial planning director, responsible for building the financial planning team. She has also previously held roles at UBS Wealth Management as deputy head of financial planning, head of para-planning and financial planning administration, and also with PwC Wealth Advisory and John Lamb Partnership.

Lord, (pictured left), is one of the best-known women in the cross-border wealth management industry. She left the company “to pursue other opportunities within the industry”, the company said.

Killik & Co was founded in 1989 in a shopfront in Cadogan Street in the residential London neighbourhood of Chelsea. Here it found its niche helping individual investors, many of whom had never invested in the stock markets previously, to take advantage of such opportunities as the numerous privatisations that were taking place in the late 1980s and 1990s.

It opened the Dubai branch in 2008.

As reported, that office closed last year, with the company announcing it would look after its Dubai clients out of its London offices.

Gary Robinson
Head of Video and Ezines at Open Door Media Publishing. Deputy Editor, International Investment. An experienced journalist and filmmaker with more than 20 years' financial services experience, both as journalist and originally as a fully qualified IFA, Gary works across both International Investment and InvestmentEurope titles. Previous video production credits include projects on BBC, C4 and SKY.

Read more from Gary Robinson

Close Window
View the Magazine

You need to fill all required fields!