Private client investment house Killik & Co has appointed Svenja Keller as Head of Wealth Planning.
Keller joins from Investec Wealth & Investment where she was Financial Planning Director, responsible for building the financial planning team.
Previous roles include Deputy Head of Financial Planning, Head of Paraplanning and Financial Planning Administration at UBS Wealth Management, and she also held positions at PwC Wealth Advisory and John Lamb Partnership.
At Killik, Keller will be responsible for developing and leading the Wealth Planning arm, offering clients advice throughout the various stages of their lives.
Senior Executive Officer of Killik & Co Paul Killik said: “I am delighted to welcome Svenja to Killik & Co to lead our Wealth Planning team. Svenja has extensive experience in financial planning and her strong commitment to building positive, long-term client relationships will be incredibly valuable as we continue to grow on our significant planning credentials.”
Keller added: “Killik & Co is rightfully recognised as a leading investment house with a strong planning division. I am very excited to be joining the team and look forward to building on the fantastic work that Killik & Co is doing in this space.”
