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Who's Moving Where In Wealth Management? – Independent Wealth Planners, Barclays France, Others
Editorial Staff
26 January 2022
Independent Wealth Planners Saxo Markets A Swiss national, Kinan Khadam Al Jame worked for 13 years with Reyl, first in Geneva as an investment advisor and portfolio manager for sophisticated ultra-high net worth clients. Subsequently, he helped set up the Dubai office and worked there as the chief investment officer and MD in charge of private and institutional clients. Prior to that, he spent four years with BNP Paribas in Geneva, notably in the Middle East private banking team.
(IWP), the UK group, has appointed Rob Allen as group chief executive to succeed founder David Inglesfield who has stepped down to become chair of IWP Investments, the group’s acquisitions company.
Allen joined IWP last November as group managing director after an extensive senior leadership career in corporate banking.
IWP has 32 regulated firms nationwide, with more than 100 financial planners from a total headcount of more than 300.
, where he was managing director of the wealth management business. He will initially be based in Geneva and will lead Forum Finance's Dubai office, which is due to open in the second half of 2022.
The firm, whose assets under management pass the SFr2 billion mark, has 20 employees. It is regulated and supervised by Swiss regulator FINMA under the CISA licence and is registered with the SEC in the US.
With this new arrival, Forum Finance now has five partners: Etienne Gounod (chief executive), Egon Vorfeld, Hippolyte de Weck, Jean-François Andrade and Kinan Khadam Al Jame.
This news service awarded the firm the title of best independent Swiss asset manager with more than SFr1 billion in WealthBriefing’s Swiss EAM Awards for 2021.