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SGPB Hambros' Wealth Planning Boss Departs For Heartwood

Amisha Mehta

26 March 2015

UK investment and wealth management business ' head of wealth planning, Christine Ross.

Ross left her role in the business development team of Societe Generale Private Banking's UK wealth management arm in January. A spokesperson for Heartwood today confirmed her appointment as head of advice at Heartwood Wealth Management. In her new role, she will report to chief executive, Tracey Davidson, and work alongside the private client business to oversee all aspects of financial planning at Heartwood and its parent company, Handelsbanken.

Ross spent 13 years within SGPB Hambros' wealth planning team, which provides a range of services including inheritance and succession planning.

“SGPBH has no direct replacement for her but they are taking the opportunity to refocus the wealth planning team and reorganise the business development team, with several new hires in the pipeline,” the company's spokesperson said in a statement.

Among recent movements within the French group's private banking business is January's appointment of SGPBH's former chief investment officer, Eric Verleyen, to the newly-created role of global chief investment officer.

Societe Generale Private Banking Hambros serves high net worth individuals and families from offices in the UK, Jersey, Guernsey and Gibraltar.