People Moves
Kleinwort Benson Hires Ex-Rothschild Man As MD For Private Wealth Arm
Kleinwort Benson has appointed former Rothschild Wealth Management managing director Malcolm Roberts to the same post at its private wealth management business, taking up the role in October.
Kleinwort Benson, the UK firm, has appointed former
Rothschild Wealth
Management managing director Malcolm Roberts to the same post at
its private
wealth management business, taking up the role in October.
Roberts will report to Stephen Rothwell, head of private
wealth management, Kleinwort Benson said in a statement. Roberts
has previously
worked at Rothschild for 10 years, and before that, held a number
of roles at
JP Morgan Private Bank, Fleming Private Asset Management and
Montagu Loebl
Stanley.
“He [Roberts] brings huge experience and expertise in wealth
structuring, family governance and investment management for
complex UHNW
families, which will be invaluable as we continue to develop and
grow Kleinwort
Benson’s Private Wealth Management business,” Rothwell said.
His appointment follows those of Andrew Wheeler as executive
director, business development, Valentina Tacchino as head of
private wealth
management international and Clive Wright as head of offshore
private wealth
management.