Svenja Keller | Partner, Head of Wealth Planning
Killik & Co
Svenja is Killik & Co’s Head of Wealth Planning. She joined us in June 2017 and is responsible for a team of financial planners who help clients identify their priorities and goals in life and achieve what is important to them. Svenja previously worked in financial planning roles for Investec Wealth & Investment and UBS Wealth Management.
She is a Chartered Financial Planner and a Fellow of the Personal Finance Society and she is also a member of the Society of Trust and Estate Practitioners.
Appearances:
Wealth 2.0 Day 1 - 28th November 2018 @ 15:00
How should financial planning adapt to a multi-stage life?
- Expansion of investment solutions to the mass market
- The impact of the introduction of pension freedoms, auto-enrolment and a shift from defined benefit to defined contribution pension schemes
- Lessons learnt from the past for moving forward with retail investment advice
last published: 27/Nov/18 11:35 GMT
Organiser
