People Moves
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.