The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.

William Blair Investment Management
William Blair Investment Management has appointed Chandan Khanna (pictured) as co-portfolio manager to work alongside Hugo Scott-Gall, head of William Blair’s Global Equity Team, to manage the newly-launched Global Leaders Select Strategy. (See the announcement of the new strategy, here.)

Global Leaders Select Strategy combines William Blair’s established global equities capabilities with an investment approach that Khanna has applied since 2021. The strategy’s focus on a concentrated portfolio of high-quality global companies with durable growth closely reflects the philosophy and portfolio-construction approach Khanna employed before joining William Blair.

Khanna brings more than 15 years of experience as a public equity investor, with a track record in high conviction strategies. Most recently, he served as senior partner and portfolio manager at Eighteen48 Partners, managing the Sixteen02 Global Equity Fund. Prior to this, he was the lead global equity portfolio manager at Rezayat Investments and worked at Capital Group and Morgan Stanley, having started his career at KPMG.

“Chandan’s global perspective, disciplined investment approach, and his wealth of experience in fundamental bottom-up investing make him a natural addition to our team,” Scott-Gall said. “His appointment and the launch of Global Leaders Select reinforces our commitment to delivering active, research-driven strategies that uncover opportunities across global markets,”

William Blair Investment Management is a global investment management partnership with a sole focus on active management across US growth and core equities; US value equities; global equities, including emerging markets equities; and emerging markets debt strategies. The firm works closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors.

Canaccord Wealth
Canaccord Wealth, an asset manager, has strengthened its UK wealth planning team, appointing four experienced wealth planners. Ben Holland, Sarah Hendry and Chris Hallam join the London office, with Stuart Pryor joining the Birmingham team.

The four bring a wealth expertise in financial planning, retirement planning, tax efficient investing, estate planning and intergenerational wealth transfer.

Their appointments will enhance Canaccord Wealth’s integrated approach to wealth management, bringing together investment management and financial planning to help clients make increasingly complex financial decisions with confidence, the firm said in a statement.

The team will work with investment managers and specialists throughout the business to provide tailored long term-advice, ensuring that clients receive “joined-up” solutions that reflect their personal ambitions, family circumstances and financial objectives, it continued. 

“We’re delighted to welcome Ben, Sarah, Chris and Stuart to Canaccord Wealth. Each brings a wealth of experience and a strong track record of helping clients achieve their long-term financial goals through thoughtful, personalised advice,” Matt Phillips, director of Wealth Planning at Canaccord Wealth said. “With the increasingly complex and ever-evolving UK tax environment, the demand for best-in-class wealth planning continues to grow as clients seek holistic support across every aspect of their financial lives.”

Canaccord Wealth UK has assets under management of £40.3 billion ($53.8 billion) (as of 31 March 2026) in the UK & Crown Dependencies.

Margetts
Birmingham-based Margetts, an independent fund management and Authorised Corporate Director (ACD) business, has appointed Stephanie Knight (pictured), as head of risk.

Knight has spent more than 15 years in second-line risk roles at organisations including Birmingham Bank, Succession Wealth and HSBC. She has experience of developing and embedding risk frameworks, reporting structures and risk culture business wide.

Knight will be responsible for leading the Enterprise Risk Management Framework across both Margetts Fund Management and MGTS (ACD Services), where she will develop and implement risk appetite, risk taxonomy, methodology and reporting; independent oversight and challenge of the risk profile; as well as supporting strong governance, enhanced controls and effective risk management in practice across the wider business.

“Her appointment reflects our continued commitment to maintaining strong governance, robust oversight and a proactive approach to risk management across both our fund management and ACD service operations,” Toby Ricketts, CEO of Margetts said. “Stephanie’s expertise aligns perfectly with our philosophy and long-term approach to supporting investors, advisors, fund sponsors and other stakeholders...Strong governance and oversight are at the heart of what we do, and we look forward to Stephanie’s extensive experience further enhancing our approach to managing risk,” Ricketts said.