People Moves

Who’s Moving Where In Wealth Management? – Killik, Saffery, Heligan Group, Titan Wealth

Editorial Staff 4 October 2024

Who’s Moving Where In Wealth Management? – Killik, Saffery, Heligan Group, Titan Wealth

The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

Killik & Co
Clem MacTaggart and Sarah Threadgould have been promoted to take on the joint responsibility of managing partner, effective immediately. Their appointments are in line with Killik & Co’s ambition to expand its 35-year-old business and deliver its vision of being the best wealth manager for families, the firm said in a statement.

As founder and senior partner, Paul Killik will now become chairman of the growing wealth manager, ensuring Killik & Co’s continued independent ownership.

Having both held executive board and C-suite positions at the firm for a number of years, MacTaggart and Threadgould have been selected for their complementary skill sets and industry experience. This move forms part of wider succession planning and governance restructuring, that will see Georgie Killik instated as chief strategy officer, overseeing the long-term vision for, and evolution of, the business.

Previously chief strategy officer, MacTaggart joined Killik & Co in 2006; his remit is to formulate and facilitate strategic initiatives and growth strategies, as well as spearhead the adoption of digital to enhance its client services offering, the firm continued.

Threadgould joined Killik & Co as chief marketing officer in 2019 from Which? where she was chief customer officer. Having spent periods at HSBC and Marks and Spencer, her client-centric approach has delivered insight-focused growth campaigns for the firm.

“Clem and Sarah possess the ideal combination of skills to run the business day to day, lead the senior leadership team, and bring focus and drive to delivering our vision of being the best wealth manager for families,” Paul Killik, founder, said.

Killik & Co is an independently owned wealth managers, advising clients on how to save, plan and invest for their families. Founded in 1989 in a chemist shop in Chelsea, it now manages over £9.4 billion ($12.5 billion) of private wealth, and employs over 350 staff across seven locations, with five high street branches.

Saffery
Accounting and advisory firm, Saffery is expanding its corporate tax offering with the appointment of two partners who have joined its London-based team, with immediate effect.

Zoe Thomas and Jonathan Hornby each have more than 25 years’ experience of providing corporate tax services to UK and international businesses, the firm said in a statement.

Thomas, who has joined from wealth manager Evelyn Partners, has experience in providing domestic and international corporate tax advice, fund structuring and M&A transactions, with a specific focus on the real estate and outsourcing sectors. She advises on tax matters arising from tax compliance and reporting as well as projects including providing due diligence and tax structuring advice on transactions. Thomas has also advised on infrastructure projects, in particular PPP and PFI projects. Her advice includes restructuring and refinancing and reviewing financial models for both the public and private sector, the firm added.

Zoe Thomas

Hornby, who has joined from Alvarez and Marsal, works with multinational organisations across a range of industries, including retail, manufacturing, real estate, technology, management consultancy and utilities. He advises clients on all aspects of corporate taxation, in particular international structuring, tax-efficient financing, acquisitions and disposals. Hornby has experience of providing tax compliance services, including tax reporting under UK GAAP and IFRS and the preparation of corporate tax returns for groups of all sizes.


Jonathan Hornby

Their appointments, following that of Hemal Pandit who joined the national corporate finance team in June, bring the total number of partners at Saffery to 93.

“Both are, quite rightly, highly regarded in their field; their breadth of experience and best-in-class expertise aligns perfectly with our commitment to providing exceptional client service. Our corporate clients will benefit from Zoe and Jonathan’s wisdom as they support them through the many challenges associated with growing and expanding into new markets,” Matthew Burton, managing partner of Saffery LLP, said.

Heligan Group
Birmingham-based Heligan Group has appointed five graduates to join its corporate finance division, providing the new hires with training, support, and the ability to attain the ACA (Associate Chartered Accountant) qualification over the next three years.

“Bringing five analysts into the corporate finance team has been a significant milestone and demonstrates our commitment to the region. While it is unusual for a corporate finance practice our size to take on so many graduates at one time, we have a clear strategy for future growth and the new additions are a critical part of supporting that plan,” Simon Heath, partner Heligan Corporate Finance, said. “I received post graduate training and was inspired by some amazing people at the beginning of my career. So, I really wanted to give back and inspire the next generation of deal makers, especially in a city that has been at the heart of our journey.”

The announcement follows 12 months of growth for Heligan Group, which has seen a sharp increase in deal volumes. The improving economic outlook has enabled the firm to invest for growth across each of its divisions and, importantly, in its sector coverage, including national security, financial services, and most recently healthcare, which saw the appointment of Ramesh Jassal, lead strategic partner in healthcare at Heligan Group.

Titan Wealth
UK wealth management group Titan Wealth has appointed sports sponsorship and events specialist Jo Plinston as its new head of partnerships and events.

Jo Plinston

Plinston has experience in the sports sponsorship space, for example she served in a commercial role at the Rugby Players Association from 2022 until earlier this year. She has worked alongside global firms such as Google, Microsoft, Adobe and TikTok during her career. 

A rugby enthusiast, Plinston spent nine years playing for Harlequins Ladies as an amateur.

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