British advisory broker and wealth manager Killik & Co has appointed Svenja Keller as its new head of wealth planning, replacing Sarah Lord who quit the firm to pursue other opportunities.

Keller most recently held the role of financial planning director at Investec Wealth and Investment.

She previously served at UBS Wealth Management, where she held positions including deputy head of financial planning, head of paraplanning and financial planning administration.

She also had spells at PwC Wealth Advisory and John Lamb Partnership.

Killik & Co senior executive officer Paul Killik said: “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.”

 

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