People Moves

New Head Of Wealth Planning Steps In At Killik & Co

Robbie Lawther Reporter 13 June 2017

New Head Of Wealth Planning Steps In At Killik & Co

The new head of wealth planning was previously employed at Investec Wealth & Investment.

Private client investment house Killik & Co has appointed Svenja Keller as head of wealth planning.

She will be responsible for the planning services that run alongside the partnership’s investment expertise, to help clients meet their financial ambitions, the firm said in a statement yesterday.

Keller joins from Investec Wealth & Investment where she was responsible for building the financial planning team in Birmingham. Prior to Investec, Keller held roles at UBS Wealth Management, PwC Wealth Advisory and John Lamb Partnership.

“Svenja has extensive experience in financial planning and her strong commitment to building positive, long-term client relationships will be incredibly valuable as we continue to grow on our significant planning credentials,” said Paul Killik, senior executive officer.

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