Stephen Rothwell to head Kleinwort Benson Wealth Management - Spear's Magazine

Stephen Rothwell to head Kleinwort Benson Wealth Management

Kleinwort Benson has appointed Stephen Rothwell as Head of Wealth Management. He joins from Schroders Private Banking, where he was Head of Business Development

16 November 2011: Kleinwort Benson has appointed Stephen Rothwell as Head of Wealth Management. He joins from Schroders Private Banking, where he was Head of Business Development.

Stephen has a track record of success in the private banking sector. He has been involved in all areas of private banking at a senior level, including developing strong relationships with professional firms in the UK, the Channel Islands and Switzerland. Before joining Schroders, Stephen was responsible for UK private client business development at Merrill Lynch Investment Managers.

As Head of Wealth Management, Stephen will work closely with Chief Investment Officer Mouhammed Choukeir, who joined from Morgan Stanley in October. He will also assist the Kleinwort Benson corporate advisory team in providing a complete range of services to entrepreneurs. Kleinwort Benson believes it is important to support clients who are building businesses at every stage of the wealth creation cycle: from early-stage loans, to growth capital and M&A advice, through to IPO and subsequent wealth management and wealth structuring.

Guy McGlashan, Head of Strategy and Development at Kleinwort Benson, said:

“Stephen’s proven track record in growing a wealth management business organically will complement the acquisition strategy already underway in Kleinwort Benson.  Stephen has an outstanding reputation amongst private investors and professional firms across the markets in which we operate, underlined by the fact that he has been on the CityWealth Leaders (Private Bankers and Investment Managers) Honours List for the last three years and winner of several other industry awards.  He forms a formidable team which includes Jeremy Brown and Stephen Campbell, Managing Director Private Wealth Management and Executive Director respectively, who both joined Kleinwort Benson in August.”
Sally Tennant, Chief Executive Officer of Kleinwort Benson, said:

“Kleinwort Benson is gaining strong momentum on the back of a number of strategic acquisitions, including Close Offshore Group and Karrig Strategic Capital, and several recent senior appointments.  As well as Mouhammed Choukeir, Marianne Kafena joined in November as Head of Strategic Wealth Planning, John Boyce joined the group as Chief Technology Officer and Danny Vogt assumed the role of Chief Operating Officer.  Stephen’s appointment adds to the investment we have been making in high quality people across all areas of the business from investment management to client servicing and I am delighted to welcome him on board.”



 

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