British private banking firm Kleinwort Benson has named Paul Surguy as new senior discretionary fund manager.
Surguy joined Kleinwort Benson from Sanlam Private Investments, where he served as head of managed funds.
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He managed collective investment portfolios at Sanlam with assets of £1.2bn and also sat on the firm’s asset allocation committee.
He worked for 14 years at Sanlam UK, formerly called Principal Invesment Management before being acquired by Sanlam.
Leigh Philpot, head of discretionary fund management at Kleinwort Benson, said: "He is very well known in the IFA market and his joining us underscores our commitment to IFAs and to offering model and portfolio solutions to strategic partners."
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