Wealth manager Kingswood Holdings has named Leigh Philpot and Rupert Thompson as head of wealth and CIO respectively, with Paul Surguy set to join from Kleinwort Hambros in January to lead its investment management business.
Philpot, who recently also joined Kingswood from Kleinwort Hambros, where he served as head of regions for 13 years, will be responsible for the firm's retail wealth planning and investment management businesses. Three investment themes to weather 'short-term noise' He will focus on proposition development and responsibility for wealth planners, investment managers, client support and para-planning, with overall responsibility for Kingswood's business development and sales messaging. Thompson, who is also promoted to managing director, has been "integral" in formalising Kingswood's...
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