Meet some of the people who work at Kleinwort Hambros
Our employees reflect our values of professionalism, innovation and team spirit. They are focused on delivering results for the business and for our clients in a sustainable manner, by developing long-term, enduring relationships with clients, colleagues and partners.
Meet some of our employees by following the links on the right.
Group Chief Executive Officer
Eric Barnett was appointed CEO of Kleinwort Hambros following the acquisition of Kleinwort Benson by Societe Generale in June 2016, having been CEO of SG Hambros since 2007.
As CEO of Kleinwort Hambros, he has overall responsibility for implementing the strategic objectives of the business and achieving its target of becoming the most prestigious brand operating in the UK wealth management market.
Since becoming CEO in 2007, he has focused on the development of the firm’s onshore business in the UK and on key strategic international segments such as the French, Indian, Russian, Middle East and Greek markets. He is also Chairman of Kleinwort Hambros’ Channel Islands business and the Monaco business of Societe Generale Private Banking.
Eric has an MBA from the Cass Business School in London and likes playing and watching a variety of sports and listening to music. He has a keen interest in the Arts and History and occasionally plays the guitar. He is also Vice Chairman of the Royal Veterinary College.
Channel Islands Chief Executive Officer
SG Kleinwort Hambros (Channel Islands) Limited
Mike Allen was appointed CEO of SG Kleinwort Hambros (Channel Islands) Ltd following the acquisition of Kleinwort Benson by Societe Generale in June 2016, having been CEO of SG Hambros (Channel Islands) Limited since 2011.
Prior to this he was the Head of Private Banking and Director of SGPB Hambros in the Channel Islands from 2000, having joined the group in 1997.
Since his new appointment he has been focused on the integration and development of the firm’s offshore business in the Channel Islands.
Having received a Bachelor of Commerce from Birmingham University in 1981, Mike began his banking career that same year with Lloyds Bank International Ltd. Mike has held various executive positions in Corporate and Investment Banking divisions in London, Paris, Lisbon, Brazil and PNG. In 1991 he moved to BBVA where he worked for the corporate and investment banking arms in Oporto, Madrid and Frankfurt.
Mike resides in Guernsey with his family.
Gibraltar Chief Executive Officer
Societe Generale Private Banking Hambros (SGPB Hambros)
Mrs Emma Perez is the Chief Executive Officer of SGPB Hambros in Gibraltar and has a comprehensive knowledge of the banking industry. Emma joined the group in 2001, heading up the finance department in Gibraltar. She was made a director of the Gibraltar entity in 2002 and later become deputy MD responsible for all support functions.
She has held her current role since 2006 and was therefore in situ during the acquisition of ABN Gibraltar in 2008, where she was instrumental in ensuring the full integration of the two businesses.
Emma has previously held the post of president of the Gibraltar Bankers Association and is currently a non-executive member of the Gibraltar Financial Services Commission. A fellow of the Chartered Association of Certified Accountants, Emma trained with KPMG before moving to Credit Suisse to pursue her banking career.
She is married and has two daughters who take up all of her spare time. Emma was included in the Citywealth IFC Power Women top 200 list for 2015.
Head of Private Banking, UK
Paul Kearney is Head of Private Banking in the UK for Kleinwort Hambros, part of the Societe Generale group, responsible for the domestic and international private banking in the UK. Prior to the merger of Kleinwort Benson and SGPB Hambros, he was the Head of Private Banking at Kleinwort Benson (‘KB’), having joined in 2011.
Paul’s career has involved senior leadership positions in international investment banking and asset management organisations. Immediately prior to joining KB, he established and ran a successful family office.
Paul holds a degree in economics and is a Fellow of the Institute of Chartered Accountants in England and Wales.
Group Commercial Director
Societe Generale Private Banking Hambros
John is Group Commercial Director and Head of UK Private Banking. He is responsible for the commercial proposition of Kleinwort Hambros and has oversight of the UK Private Banking teams.
John joined SGPB Hambros in May 2011 having previously been Head of Private Clients at Barings where he was responsible for the development of both the onshore and offshore private client business.
John joined Baring Asset Management in 2002 from Merrill Lynch, where he worked in the International Private Client Group and held the position of Managing Director for the United Kingdom and Ireland. His fourteen year tenure at Merrill Lynch included running both offshore and onshore private client business in the UK as well as managing the Merrill Lynch offices in Geneva and Dubai. Prior to Merrill Lynch John worked at Schroders in the Institutional Equity Division.
John received a BA from Durham University and spent three years in the Army.
Chief Investment Officer
Mouhammed is Chief Investment Officer for Kleinwort Hambros heading up the investment management unit at the firm. He is responsible for all aspects of the investment proposition, leading a team of experienced investment strategists and portfolio managers. He also co-chairs the Global Investment Committee for Societe General, Kleinwort Hambros’ parent company.
He is a frequent speaker at conferences and events, and a regular contributor to the media. In the past few years, the investment team has secured a number of industry awards and accolades for excellence and investment performance including Investment Team of the Year.
Previously, Mouhammed was Head of Multi-Asset Class investing at Morgan Stanley for Europe, Middle East and Asia, where he was responsible for managing portfolios for private (UHNW individuals and family offices) and institutional (endowments, charities) clients. Prior to joining Morgan Stanley in 2002, Mouhammed spent his early career in the fixed income division of Citigroup’s investment bank in New York, London and Madrid.
Mouhammed has a Masters in Finance with distinction from London Business School, and a Bachelor’s degree with first class honours from the University of London, King’s College. He is also a CFA charter holder and a member of the CFA Institute.
Mouhammed is a board member and trustee for a number of educational charities, and serves as a school governor at a local secondary school. His personal interests include long distance triathlons, hiking and dance theatre.
Co-Head of Wealth Management Solutions
Lars has been co-heading the Wealth Management Solutions department at Kleinwort Hambros since 2016.
He is responsible of all aspects of the investment proposition, whether discretionary, advisory or execution-only, leading a team of experienced market specialists and portfolio managers based in London, Jersey, Guernsey and Gibraltar.
Lars joined SG Bank & Trust Luxembourg in 2009 where he build and run Societe Generale Private Banking’s execution hub, before taking on wider management responsabilities for all Group wealth investment & market teams.
Previously he held a variety of position with Societe Generale Coporate & Investment Banking’s Fixed Income division: FX & Interest rate derivative trader (London 1987 & Paris 1991), head Czech Capital Markets (Prague 1995), Regional Treasurer Asia-Pacfic (Singapore 2000) and Global Head FX (London 2004). In that latter function he also was non-executive director at CLS Holding GMBH (Zurich) as well as member of the ECB FX Contact Group.
Lars is a graduate of Ecole Nationale des Ponts & Chaussees and of the London School of Economics.
Global Head of Fiduciary Services - Societe Generale Private Banking
SG Kleinwort Hambros Group
Jon has worked in Wealth Management and Private Banking for over 25 years and is an Associate of the Chartered Institute for Securities & Investment and a member of both the Institute of Directors and of the Societe Generale Private Banking Global Management Committee.
Jon joined SGPB Hambros in 2005 to head up the Private Client Trust business in the Channel Islands from KBL Brown Shipley in Jersey where he was CEO having previously held senior positions with Barclays Private Bank and Schroders. In addition to working in the Channel Islands Jon’s career in finance has extended to London, Spain and Africa.
In July 2006 he was appointed Group Head of Private Trust with management responsibility for the SGPB private client trust businesses.
In 2010 Jon was appointed Group Head of Wealth Planning and Fiduciary Services for SGPB Hambros Group. The following year Jon was appointed as Global Head of Fiduciary Services for Societe Generale Private Banking which added the jurisdictions of Luxembourg and Singapore to his existing responsibilities.
Jon specialises in multi-generational planning and is recognised for his practical and clear advice specifically in relation to family governance and planning for the next generation.
Head of HR
Elena Orsini has joined SG Hambros as Head of HR in January 2016 and has subsequently taken the same role in Kleinwort Benson from 15 July of the same year.
In her role, Elena supervises the delivery of the HR services, ensuring consistency of the initiatives and full alignment with the business strategy. As a trusted advisor to the executive committee, Elena delivers the annual business plan, contributing to the firm’s competitiveness by maintaining critical staffing levels and strategic talent management and by facilitating organisational change.
With 20 years of experience in HR management, Elena has worked in France, the Middle East and the UK and has experienced both a large multinational and a dynamic start up.
Elena holds a master degree in Organizational Psychology from the University of Paris and an executive MBA from CASS Business School, London.
She is passionate about travelling, understanding cultural differences and promoting personal development at all stages of the career. She is member of several HR bodies in different countries and a contributor to a number of online publications about HR management and the future of work.
Chief Administration Officer
Jean-Pierre Flais was appointed Chief Administration Officer (CAO) of Kleinwort Benson (KB) following its acquisition by Société Générale in June 2016. He is also an executive director of Kleinwort Benson Bank Ltd.
As CAO, he supervises the Risk, Compliance, Finance, HR and support functions (including IT and Operations) and sponsors key transversal projects. One of his main objectives is to enable a smooth transition towards the full integration of KB within Kleinwort Hambros.
Jean-Pierre has been working for Société Générale since 1987 and has been living in the UK for the last 19 years. He joined SGPB Hambros in 1998 and was deputy CEO from 2007 to 2012. He then became global COO for Société Générale Private Banking business line.
Jean-Pierre graduated from the Ecole des Hautes Etudes Commerciales (HEC) in Paris and also studied in New York and Germany. He likes watching a variety of sports (including football, tennis, rugby and cricket) and enjoys travelling. He is very interested in modern history and international relations.
Executive Board Director and Secretary General
Gabrielle Branson was appointed to the Board of Kleinwort Benson Bank following the acquisition of Kleinwort Benson in June 2016. Gabrielle has also been a member of the Board of SG Kleinwort Hambros Bank limited since October 2012.
As a Managing Director and Group Secretary General of Kleinwort Hambros Gabrielle is responsible for the Banks’ regulatory relationships and leads multi-jurisdictional senior management teams for legal, compliance, financial crime, client tax affairs, corporate secretariat and office of the CEO.
Gabrielle has extensive knowledge and experience in private banking and asset management having previously covered a variety of senior management and commercial positions including as Head of UK Domestic Private Banking, Group Business Manager, Director of Product Development and Sales Management and Senior Private Banker as well as General Counsel.
Gabrielle has a Masters in Business Administration with distinction from Said Business School, Oxford University, and is a member of the Law Society having trained and practiced as a financial services lawyer with Hogan Lovells.
Gabrielle is a Société Générale Ambassador and a member of the Société Générale Private Banking Group Management Committee. Her personal interests include alpine skiing, hiking and watching a wide variety of sports.
Chief Operating Officer
Tara is the Group Chief Operating Officer for SG Kleinwort Hambros with management responsibility for various support functions including: Operations, IT, Project Office, Premises and Facilities, Business Continuity and Outsourcing/procurement. The role geographically covers London, Jersey, Guernsey, and Gibraltar.
Prior to her current role Tara was Head of the COO Office for the UK branch of Societe Generale, supporting the EMEA COO on all matters affecting the UK Branch. Tara is a Non-Executive Director on the board of Societe Generale International Ltd, the agency broker and prime services subsidiary of Societe Generale’s market activities which offers execution, clearing, financing and prime brokerage services.
Tara was called to the bar in 1998 (Gray’s Inn) and practiced as a Solicitor from December 2002 until her move into the COO area in 2013. Tara has substantial employment law experience covering a range of industries, as well as private practice experience.
Outside of Kleinwort Hambros Tara is a Trustee of Family Fund, one of the UK’s largest charities providing over £36m in grants for families raising disabled or seriously ill children. She is a keen mountain climber having climbed Aconcagua, Mont Blanc and Kilimanjaro and enjoys running and cycling regularly.
Oliver Duplan Meredith
Chief Financial Officer
Oliver Meredith was appointed Chief Financial Officer of SGPB Hambros in 2009. Oliver is also an executive director of SG Kleinwort Hambros Bank Limited and SG Hambros Limited being the group holding company.
Oliver has full responsibility for the Treasury and ALM function for Kleinwort Hambros. Oliver’s key current responsibilities are to create combined Kleinwort Hambros finance teams across locations by retaining key skills and knowledge. He is also responsible for maintaining accurate Prudential Regulatory monitoring reporting and relevant financial control including performance management for the Kleinwort Hambros businesses throughout multiple transformation scenarios as part of the bank reorganisation plans.
Oliver manages finance teams based in the United Kingdom, Jersey and Guernsey, Gibraltar and the services of outsourced finance hubs located in Bucharest and Bangalore. Oliver is also responsible for the Treasury and ALM teams based in the United Kingdom serving all Kleinwort Hambros locations.
Oliver is a Chartered Accountant and Fellow of the ICAEW. He enjoys a keen interest in cricket , walking and current coinage. He also enjoys recycling and renovation of cars and computers.
Chief Risk Officer
Phil McIlwraith was appointed Chief Risk Officer (CRO) of Kleinwort Benson following the acquisition of Kleinwort Benson by Societe Generale in May 2016. Phil is also Societe Generale Private Banking Hambros (SGPB Hambros) CRO, appointed to this role in August 2014.
As CRO, Phil has overall responsibility for ensuring that Kleinwort Hambros operates within its stated risk appetite. Phil leads teams of risk specialists who monitor the risks inherent within the firm’s wealth management activities, including those relating to credit, operational, data security, capital and liquidity. As the two firms become one, the risk teams are aligning the risk management framework so that it remains relevant for all risks within the wider Kleinwort Hambros business.
Phil joined Hambros Bank in 1990. He has held senior management roles in a number of areas, including Treasury, Investment Management and Commercial, both in London and in Jersey. He is a director of SG Hambros in the Channel Islands and in Gibraltar.
Phil holds a BsC in Financial Services from the University of Manchester. Outside of work, Phil is a qualified football coach and enjoys watching and playing many other sports. Phil is a keen reader, amateur meteorologist and chess player.
Senior Management and Team Leaders
Director – Private Banking and Head of UK Financial Intermediaries
Brendan Martin joined SGPB Hambros in March 2014, prior to this he worked at HSBC, Charles Schwab Stockbrokers and most recently was a Key Relationship Director at Cater Allen Private Bank.
The Financial Intermediaries Market (FIM) desk is focussed on partnering with intermediaries to develop long term relationships offering access to products/markets traditionally only available to Private Clients of the bank. Brendan leads a team of five with a focus predominately on the UK market, the service is also offered in Switzerland, Belgium, Luxembourg, Singapore, Channel Islands, Gibraltar and Monaco.
Brendan is a member of the Chartered Securities Institute and sits on their external specialist’s board reviewing and contributing to the syllabus and exam papers for the Investment Advice Diploma (IAD).
Wealth Management Solutions Chief of Staff
Delyth is a senior member of the Kleinwort Hambros Wealth Management Services(WMS) team. As Chief of Staff Delyth is responsible for a number of deliveries, with a focus on strategic initiatives and projects, acting as deputy for the joint Heads of WMS. A veteran investment professional, Delyth is a member of the Kleinwort Hambros Investment and Risk Oversight Committees, and Kleinwort Benson’s Operating Committee.
Delyth has held a number of roles within the group. After joining Kleinwort Benson as a structured credit specialist in 2000, Delyth was appointed Head of Real Estate Advisory, Head of Funds Research in 2009, and Head of Investment Solutions in 2015.
Before joining Kleinwort Benson in 2000, Delyth worked for nine years for an international private bank, initially providing Real Estate Advisory services to bank clients, then specialising in structuring complex and tailored loan facilities in the credit team.
Delyth holds a BA in Geography from Durham University and an MA in Property Investment and Law from Cass Business School. Delyth is a member of the Royal Institution of Chartered Surveyors and Investment Property Forum, and Chartered Institute for Securities and Investment, and Institute of Directors.
Head of Private Banking Channel Islands
Clive T Wright is a Director of SG Kleinwort Hambros (CI) Limited and Head of Private Banking for the Channel Islands. Prior to joining SGPB Hambros in April 2015, Clive was Head of Private Banking for Kleinwort Benson and before that Deutsche Bank International in the Channel Islands where he lived and worked between the Channel Islands and Switzerland, with responsible for private banking businesses in Channel Islands, Turkey, Israel and Africa.
Clive has a 30-year career in finance, initially in UK with a leading High Street Bank with a particular focus on Credit, Trade finance and international banking. He subsequently moved out of the UK in 1994, establishing and leading international private banking teams focused on key growth markets in Europe, Sub-Saharan Africa, North Africa, Middle East, Turkey and Israel.
Clive has particular expertise in delivering strategic solutions with emerging market clients and working with single and multiple family offices. He holds Diploma in Business Studies and in Personal Financial Services.
In his spare time Clive is an avid gardener and attends as many Shakespeare, Gilbert and Sullivan productions as he is able when not supporting Jersey Rugby Football Club.
Director Private Banking and Head of Entrepreneurs
Paul has guided numerous entrepreneurs and business owners through the sale of their businesses and helped them plan the next phase of their lives.
He has a wealth of knowledge and experience in providing the advice and direction which enables individuals to meet their new financial goals. The steps to achieving this involves securing the cash proceeds, timely disposal of vested stock, establishing tax efficient vehicles and the maintenance of a regular and consistent income to replace salary.
Paul joined Kleinwort Hambros over 10 years ago from Mercer, a global consulting firm, where he provided wealth management advice to senior executives of the UK’s largest companies.
Paul has gained numerous financial qualifications up to and including degree level and is a Chartered Member of the Chartered Institute for Securities and Investments.
Director – Private Banking and Head of Business Development
Andrew joined the bank as Executive Director, Business Development in July 2012.
He has group responsibility for developing and growing Kleinwort Hambros’ relationships with professional advisers, such as lawyers, accountants, brokers and consultants. He draws on his experience in dealing with professional firms in the UK as well as in offshore markets.
Previously, Andrew was a Partner at Absolute Fund Managers LLP, where he managed the business of their private client-focused hedge fund range. Prior to this he was Vice President at Deutsche Bank Private Banking in London, before moving to Unigestion where he was instrumental in building the Family Investment Office. Andrew has also spent a number of years advising high net worth clients in Jersey, primarily at Dexia Private Bank.
Andrew read Business Studies at the University of the South Bank, London and holds the Chartered Institute for Securities & Investment - Investment Advice Diploma.
Director - Co-Head of UK Domestic team
Dominic Peyton joined SGPB Hambros in 2010 as a Senior Private Banker and became a Director in charge of one of the UK Domestic teams in 2015. He was subsequently appointed head of one of the new UK Domestic teams for Kleinwort Hambros in 2016.
In his role, Dominic manages a large team of private bankers looking after UK resident clients from a variety of sectors – typically either Entrepreneurs or City professionals. He also manages his own portfolio of long-standing clients.
Dominic holds a Bachelor of Science degree in Geography from The University of Hull. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments. In 2017, Spear’s named Dominic in their Top Recommended High Net Worth Wealth Managers index.
Prior to his career in private banking Dominic completed a full circumnavigation in the 1998 Clipper Ventures round the world yacht race.
Director - Private Banking and Head of Leeds
Chris Perkins is the Director in charge of the Yorkshire Kleinwort Hambros office. He provides banking, credit, financial planning and investment services to a portfolio of high-net-worth clients. He is based in the office on the Harewood estate, between Leeds and Harrogate and deals mainly, although not exclusively, with clients in Yorkshire and the North East.
Chris joined Kleinwort Hambros in October 2002. Prior to this, he has worked in senior positions in the private banking industry for over thirty years. He also spent twelve years in the accountancy profession providing capital taxes advice, predominantly to shareholders on the purchase and sale of private companies.
Chris is a member of the Chartered Institute for Securities & Investment, an Associate of the Chartered Institute of Bankers and a member of the Society of Trust & Estate Practitioners (a former Yorkshire branch Chairman). He was also, until recently, a trustee of the Yorkshire Regiment charities.
Director – Private Banking and Head of Middle East and South Asia
Amar Mir has been with SGPB Hambros Private Banking for 12 years. He is responsible for having established and developing the South Asia and African markets.
In his current role he heads up the Middle East and South Asia team based in London. He has a dual role of managing a team and clients - both HNW and Ultra high Net worth- from the region providing the traditional private banking services of wealth structuring, investment management and banking, as well as dealing with more complex needs of the UHNW segment.
He is a career banker with over 30 years of experience having worked in the commercial division for Barclays Bank PLC and as Director, South Asia for Barclays Wealth in the UK. At Barclays Wealth he set up the first Family Office offering and has considerable experience in investing directly in private equity and residential and commercial real estate.
Amar has a BSC (Hons) in Financial Services, an Associate of the Chartered Institute of Bankers and a Member of Chartered Institute for Securities and Investments. In his spare time, Amar loves to travel and enjoys good food.
Director – Private Banking and Head of Key Clients
Andy is a Director of the UK Private Banking business and Group Head of Key Clients based in London.
He is responsible for Kleinwort Hambros Key Clients Segment which manages over £3.5bn of client assets and he also looks after a portfolio of his own clients resident in both the UK and Overseas. His clients include Families, Family Offices, Investment Bankers, Hedge Fund Managers, Private Equity Managers, Entrepreneurs, Business Owners and Insurance Executives.
Andy started his career with Coutts & Co in August 1984 where he spent 17 years advising private and corporate clients on all aspects of banking, credit, investments and financial planning before moving to Credit Suisse Private Banking to help set up their new wealth management offering. He joined Kleinwort Hambros in January 2005.
He is married with a son and enjoys skiing, golf, surfing, cooking and dining out with good friends and good wine.
Director – Private Banking and Head of Newbury
Rebecca joined SGPB Hambros in September 2009 to develop the regional office in Newbury covering the Thames Valley, Oxford, Reading, Southampton and the south coast. In this time she has built up the team and she personally advises a range of private clients, private trusts and charities on banking, lending and asset management.
She and the team work closely with the award-winning investment team at Kleinwort Hambros particularly focussing on risk management and a core component to the advice is the strength of the London wealth planning team.
She is Head of Philanthropy, and is building the partnership with Global Philanthropic a business that offers philanthropic advisory services for donors both private individuals and strategic advice to charities.
Head Of Financial Intermediaries
Matt Falla joined SGPB Hambros in December 2005 as a Senior Private Banker, from HSBC International where he was Regional Manager – Middle East & Africa in fund distribution.
In 2011 Matt was made head of the Financial Intermediaries Team in Jersey, progressing over the next few years to be promoted to Group Head in 2015.
The Financial Intermediaries Teams work with Asset Managers, Fiduciaries, Funds, Cash Managers and Corporates in each of Kleinwort Hambros locations, delivering the Bank’s range of banking and investment solutions to their clients on an intermediated basis.
Matt holds the SII Diploma, Certificate in Mortgage Advice & Practice (CeMap), Islamic Finance Qualification and Investment Advice Certificate amongst other qualifications.
Matt’s career in Banking started straight from school and has seen him work in Australia, Greece, the Middle East, Africa and Mauritius.
Director – Private Banking and Head of Russia & CIS
Oxana joined Kleinwort Hambros, part of Societe Generale Group, in 2014 as Head of Eastern Europe. In 2016, she was appointed Global Segment Coordinator for Russia & CIS at Societe Generale. In this role, Oxana has an oversight of teams based in London, Geneva, Zurich and Luxemburg and is responsible for strategy, business development, regulatory and legal initiatives in relation to Russia & CIS markets. Based in London, she is managing a team of experienced private bankers looking after HNW and UHNW clients from Eastern European countries with a focus on Russia & CIS. Prior to joining Societe Generale, Oxana spent 7 years with Coutts & Co in London where she helped establish and develop Eastern European operations for the bank. She held a role of Director and managed a large portfolio of clients from Russia & CIS. Throughout her career, Oxana has held various senior roles and has over 15 years of experience in Private Client and Wealth Management industry in Russia and the UK. Oxana holds BSc (Hons) in Economics, Masters in Financial Management from the Academy of National Economy under the Government of Russian Federation, MBA from Rotterdam School of Management, and is a member of the Chartered Institute for Securities & Investment in the UK.
Director – Private Banking and Head of Edinburgh
Chris Thomson founded and heads up Kleinwort Hambros’ Edinburgh office covering Scotland, the north of England and Northern Ireland although the office has clients from across the UK, Channel Islands and sometimes beyond. He joined Hambros in 2008 from Kleinwort Benson where he started in Private Banking so the recent merger brings two strands of his history together.
Prior to Kleinwort Benson, Chris spent twelve years in investment banking split between London and New York. The technical and corporate knowledge from this time has proved invaluable in assisting his clients to navigate the complexities of modern investing and wealth planning.
Being back in his native Edinburgh has allowed Chris to develop some long standing and loyal relationships with individuals and trusts, helping them to fulfil their financial aspirations. Chris has considerable expertise in advising charities and is a member of the Chartered Institute for Securities & Investment. He holds the Level 6 Private Client Investment Advice and Management qualification and in 2014 he attained the Chartered Wealth Manager designation.
Director - Co-Head of UK Domestic team
Andrew Costard has over 30 years experience in private banking, with the vast majority of that time spent in client-facing roles. He joined SGPB Hambros in 1998 having worked previously at two other leading UK private banks. Originally appointed as a Senior Private Banker, he was a Director heading one of the UK Domestic teams prior to the merger with Kleinwort Benson. He was subsequently appointed head of one of the UK Domestic teams for Kleinwort Hambros in 2016.
Andrew’s role involves managing a team of experienced private bankers looking after UK resident clients from a variety of sectors – but including inherited wealth and retired, City professionals such as lawyers and investment bankers, entrepreneurs and owner managers of businesses. He also manages his own portfolio of long-standing clients, some of whom have complex multi-jurisdictional issues.
He is a director of SG Hambros Trust Company Limited and also has managerial responsibility for the bank’s Cambridge Office. He served as a director of the SG staff pension scheme for 10 years.
Andrew holds a Master of Arts degree in Modern History from the University of Oxford.
Head of Private Banking Jersey
Thomas Joined SGPB Hambros in November 2014 as a Senior Private Banker before becoming a team leader and now heads up the core private banking team in Jersey.
With over 20 years experience Thomas has responsibility for a team of Senior Private Bankers and their support staff. His team provides HNW and UHNW individuals, families and their structures with Banking, Lending, Investment and Wealth Planning. The team pride themselves on a service oriented offering providing flexibility and innovative solutions to meet their clients ever growing needs. The CI team won “Outstanding Private Bank - UK Crown Dependencies" at the Private Banker International awards in June 2017.
Thomas is also part of out Key Client Segment team and has responsibility for the co-ordination of this offering across the Channel Islands.
Thomas has worked for a number of well know financial institutions covering the HNW and UHNW markets and various geographical regions with particular focus on East Africa, Channels Islands and The UK res non Dom Market.
A keen sportsman in his youth he now plays golf, coaches football to juniors at a local football club and is a director of the Jersey2 Africa 4 football foundation. This foundation is dedicated to improving young lives in Africa both on and off the field using football as a way of enhancing the lives young men and women, boys and girls in the Mukuru slum in Nairobi.
Head of Business Development - Channel Islands
Born and educated in Jersey, Michelle then studied Mathematics at the University of Bath before taking up her first banking role with JP Morgan in Bournemouth. She returned to the Island in 2003 to work at HSBC Private Bank and study for her benchmark investment qualifications, taking on her first Private Banker role later that year. With a focus on international clients, Michelle furthered her studies with a financial derivatives qualification and her Investment Management Certificate.
A short sabbatical to travel then preceded a move to London in 2007 to work in the international team at Coutts & Co. Michelle expanded her focus to include UK resident but non-domiciled clients and undertook her CeMAP and PCIAM qualifications to become a Chartered Wealth Manager. A series of internal promotions saw her managing teams across London and the South East including supervising regulated advice and leading two large change projects.
Michelle took the decision to return to Jersey in 2014 to take up the role of Senior Private Banker with SGPB Hambros, targeted with growing the business and bringing on new clients. In 2015 Michelle was promoted to Head of Business Development for the Channel Islands business of SGPB Hambros, coordinating the CI Bank’s business development activity and new client acquisition strategy.
Head of Private Investment Office
David Brennan is an Executive Director and head of the Private Investment Office at Kleinwort Hambros. Prior to joining Kleinwort Hambros in April 2011 David was a founder and COO of Karrig Strategic Capital LLP a family office established for a European Technology entrepreneur.
David has 25 years’ experience in the family office, asset management and investment banking sectors. After qualifying as a chartered accountant with Deloitte & Touche in Dublin he worked with a number of financial institutions in Australia, including Bankers Trust, Macquarie Bank and Zurich Capital Markets Asia before returning to Ireland.
David has particular expertise in streamlining the management of large and complex wealth for UHNW clients.
He is a Fellow of Chartered Accountants Ireland, A Chartered Tax Consultant and holds B.Sc. (Mngt) Honours from Trinity College Dublin.
Head of Private Banking Core Team - Guernsey
Justine Walley is Head of Private Banking Core Team in Guernsey responsible for managing a team of Private Bankers and support colleagues to deliver the full range of Private Banking services including banking, investment solutions, credit and wealth planning. The team focus on HNW and UHNW clients based locally, internationally and throughout the UK.
In addition to this, Justine continues to manage her own portfolio of Private Clients.
Justine is a Chartered Member of the Chartered Institute for Securities and Investments, holds a BA (Hons) Degree in Hospitality Management, the Investment Advice Certificate, the Guernsey Insurance Certificate and will shortly embark on studying for the Certificate in Mortgage Advice & Practice. (CeMap)
Outside of the office and in between co-coordinating her two daughter’s highly complex extra-curricular activities timetable, Justine runs the occasional 5k, 10k or half marathon.
Director – Private Banking and Head of DFM Relationships
Leigh heads the DFM team at Kleinwort Hambros which provides financial advisers and their clients with an accessible and responsive service from a dedicated team with strong investment backgrounds. The KH DFM offer provides a comprehensive range of private banking services and is designed to evolve along with changing client needs. Looking after a diverse range of clients, Leigh and his team have considerable experience in all wealth matters including long term planning and risk management. As well as his client responsibilities, Leigh is a senior manager in the business and has won a number of industry awards, including being voted one of PAM’s Top 40 under 40 in 2013. In 2012, Leigh was recognised as one of London’s leading lights in Private Client management by Citywire. Leigh is also a graduate of the 2009/10 Kleinwort Benson leadership development programme, run in association with CASS Business School. Leigh is a Chartered Alternative Investment Analyst charter holder and a Chartered Fellow of the Chartered Institute for Securities and Investment. Leigh is a holder of the Securities Institute Diploma and also holds a wide range of financial planning qualifications. Prior to joining Kleinwort Benson, Leigh worked for Ely Fund Managers (now part of Rathbones) and Killik & Co, the advisory stockbrokers.
Head of Advisory
Jeremie has been with Societe Generale Private Banking for almost ten years, having joined SG Bank & Trust Luxembourg in 2008, as a Primary Market Advisor focussed on structured products. The following year Jeremie moved to SGPB Hambros in London, taking on the role of Head of Investor Solutions and Services – formerly the structured products and derivatives solutions department – in 2010.
Since March 2014 Jeremie has been Director, Group Head of Advisory, managing a dispersed international team advising SGPB Hambros clients in the United Kingdom, Channel Islands and Gibraltar on the whole investment offering.
Jeremie started his career in 2006 as an Equity Sales Assistant at Goldman Sachs in Paris, before joining Oddo Options as a Structured Products Salesperson. He graduated top of his class (“major de promotion”) at the Ecole Centrale d'Electronique in Paris and holds a Masters in International Finance from HEC School of Management. Jeremie has twice been recognised as a leading professional in the wealth management industry, receiving the PAM (Private Asset Manager) Top 40 Under 40 Award in 2014 and again in 2017.
Head of UK Trusts
Rachel Iles is the Head of UK Trusts for Kleinwort Hambros. She is a Director of both SG Hambros Trust Company Limited, which is a wholly owned subsidiary of SG Kleinwort Hambros Bank Limited, and SG Kleinwort Hambros Trust Company (UK) Limited, which is a wholly owned subsidiary of Kleinwort Benson Bank Limited. Both SG Kleinwort Hambros Bank Limited and Kleinwort Benson Bank Limited are wholly owned by SG Kleinwort Hambros Limited. Kleinwort Hambros forms part of Societe Generale Private Banking’s Global Wealth Planning Solutions centre of Expertise. Global Wealth Planning Solutions are regarded as a core component of the Group’s private banking activity.
Rachel has worked in the trust industry for 32 years, having started her career with Coutts and Co.
Rachel is an Associate of the Chartered Institute of Bankers and a member of the Society of Trust and Estate Practitioners . She is the Head of both Trust Companies and is directly responsible for UK Charitable Trust clients in both helping our clients implement the right structure and administering the structure.
The UK Trust business offers the services of a corporate trustee to our clients and also acts as administrator and or company secretary. The business consists of Private Trusts, Corporate Trusts and Charitable Trusts.
If you would like to know more about SGPB services or you have a specific requirement please contact Rachel on the contacts listed above.
Head of Investment Strategy
Gene is responsible for portfolio investment strategy with expertise in asset allocation,security selection and portfolio construction. Gene is Deputy Chairperson of the Kleinwort Hambros Investment Committee reporting to the Chief Investment Officer, and oversees portfolio recommendations for Kleinwort Hambros’ investment management clients.
Previously, Gene was Portfolio Manager and Director of Research for Karrig Strategic Capital LLP, a London-based multi-family office investing across a wide range of traditional and alternative assets in both public and private markets. Gene spent his early career developing electronic equity trading networks with Thomson Financial and affiliated companies based in Boston, and initially as an engineer with Raytheon Company.
Gene has a Master’s in Business Administration with finance concentration from London Business School and graduated summa cum laude from Binghamton University, New York with a BSc in Computer Science. He also holds the Private Client Investment Management Certificate and is a member of the Chartered Institute for Securities & Investment.
Senior Market Strategist
Fahad Kamal joined in 2012 as Senior Market Strategist at Kleinwort Hambros. Fahad leads on developing and articulating the firm’s macroeconomic views, and translating these views into actionable investment strategy. Previously, he has worked for the US Agency for International Development and the RiskMetrics Group.
Fahad holds an Economics degree from the George Washington University and an MBA from the Cass Business School. He is also a member of the Chartered Institute for Securities & Investment.
Head of Execution Only
Ben joined the Group in 2006 as a Money Market Dealer in the Treasury department, then located in Guernsey. There he developed a strong knowledge of Treasury and FX instruments and a deep understanding of risk management and regulations. In 2010 he moved to London to help setup the Market Solutions department which comprised Treasury, FX and a Professional client execution service. During this time he was responsible for developing the Private Banking Tactical FX Newsletter offering and improving execution capabilities for Foreign Exchange instruments across the Group.
In 2017 Ben moved out of the Treasury department to lead the implementation of the Kleinwort Hambros Execution Only Service. In his current role he is tasked with developing the Group’s execution capabilities to meet client needs across a wide range of asset classes.
Head of Portfolio Management Solutions
Andrew joined Kleinwort Benson in 2008. As Head of Portfolio Management, Andrew manages some of the firm’s most significant Discretionary and Advisory mandates.
Andrew read History at King's College, London before qualifying and practising as a solicitor in the 1990s. In the early 'Noughties' Andrew joined one of London's leading stockbrokers where he worked as a portfolio manager. Andrew is an Associate member of the Chartered Institute for Securities & Investment (CISI) and holds the CISI Level 6 Certificate in Private Client Investment Advice & Management.