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, 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 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.