Sarah Lord, one of the best-known women in the cross-border wealth management industry, is to leave at the end of this month “to pursue other opportunities within the industry”, the firm said today.
Lord joined Killik in October 2009, as a wealth planner in its Dubai office. She was made managing director for Killik Chartered Financial Planners the following year.
It wasn’t immediately known where Lord was going.
In a statement, Killik said Lord had been “an integral member of the Killik team in developing our wealth planning business”, and would be “greatly missed”.
“We wish her our very best for the future, and are exceedingly grateful for everything she has done at her time at Killik & Co.”
The company said wealth planning would continue to be a central part of the Killik & Co proposition and that it was “currently in the process of making a number of new hires to strengthen our offering and division”.
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.