Kleinwort Hambros strengthens wealth planning team with series of new hires


12-12-2019

Kleinwort Hambros announces the appointment of Andrew Dixon as Head of UK & International Wealth Planning.

Andrew, who joined Kleinwort Hambros in 2013 as a wealth planner, will report to Paul Kearney, Head of Private Banking, and will be responsible for building the Wealth Planning team’s capabilities across London, the Channel Islands and Gibraltar.

As part of Kleinwort Hambros’ commitment to enhancing its expertise in wealth planning, the bank has also announced five strategic hires in the department.

Sandra Kaspar joins from a Swiss-based family office as an International Financial Planner. STEP-qualified, she has over 15 years’ experience of working with HNW international families, having previously held positions in Geneva with HSBC Private Bank and Coutts.

Mehareen Ali, a Chartered Financial Planner, joins from Sanlam. With a track record of creating bespoke solutions to meet the needs of her clients,  Mehareen has extensive experience in pensions, in particular.  She spent a number of years working for one of the UK’s leading pensions consultancy firms where she advised clients on complex retirement arrangements for owner-manager businesses and families.

Thomas Crowther has been appointed as a Senior Paraplanner from Close Brothers Asset Management. He arrives with significant experience in workplace pensions consultancy, having worked in defined contribution and final salary occupational pension schemes with Aon and Capita. He is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, as well as an Associate Member of the Pensions Management Institute.

Luisa Rua-Estrada joins as a Senior Administrator from London & Capital.  Luisa was in a similar role at London & Capital supporting both Portfolio Managers and Wealth Advisors. Luisa  will join the existing team of Wealth Planning Assistants.

In January, Jane Stedman will be joining as a Wealth Planner from Brooks MacDonald. She is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Chartered Wealth Manager, and has previously held roles at Grant Thornton, Duncan Lawrie and Arbuthnot Latham.

Andrew Dixon, Head of UK & International Wealth Planning, said: “I am delighted to have the opportunity to help shape the future of the Wealth Planning team and, in turn, the wider business. We have a first-class investment management, lending and fiduciary proposition, with market-leading experts in their field.  I believe we are extremely well placed to fully engage our clients in the advice process, improve their decision making and help them achieve their financial objectives.”

Paul Kearney, Head of Private Banking, added: “With ever-increasing demand for holistic advice, we are focused on developing thoughtful and tailored financial strategies for our clients and their families.  We are excited for our clients to benefit from the experience and knowledge of this strong Wealth Planning team.”

To read more information, click here.

Kleinwort Hambros has a wealth of experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets, whether they are based in the UK or overseas.

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