People Moves
Kleinwort Hambros Ramps Up Wealth Planning

The UK-based private bank has added a raft of people to its wealth planning teams.
Kleinwort
Hambros has named Andrew Dixon as head of UK and
international wealth planning.
Dixon, 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.
Dixon's role is a newly-created one, the firm, which is part of
Societe Generale, told WealthBriefing.
Five other hires were announced:
Sandra Kaspar is joining 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, is joining from
Sanlam. Ali has experience in pensions, in particular. She spent
a number of years working for one of the UK’s major 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 para-planner 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 CFP and Fellow of the
Chartered Insurance Institute, as well as an Associate Member of
the Pensions Management Institute.
Luisa Rua-Estrada is joining as a senior administrator from
London & Capital. Rua-Estrada was in a similar role at London &
Capital supporting both portfolio managers and wealth advisors.
She will be working with the team of wealth planning
assistants.
In January, Jane Stedman will join as a wealth planner from
Brooks MacDonald. She is a CFP, a Fellow of the Personal Finance
Society and a Chartered Wealth Manager, and has previously worked
at Grant Thornton, Duncan Lawrie and Arbuthnot Latham.