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Kleinwort Benson appoints Paul Surguy as senior discretionary fund manager

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Kleinwort Benson has appointed Paul Surguy as senior discretionary fund manager in the discretionary fund management team (DFM). 

DFM allows wealth managers and selected IFAs to access Kleinwort Benson’s investment and private banking expertise.
 
Surguy joins from Sanlam Private Investments where he was head of managed funds. Prior to that he was a private client portfolio manager.
 
Leigh Philpot, head of DFM at Kleinwort Benson, says: “We’re pleased to welcome Paul to the DFM team.  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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