Meet some of the people who work at Kleinwort Hambros
Our employees reflect our values of professionalism, innovation and team spirit. They are focused on delivering results for the business and for our clients in a sustainable manner, by developing long-term, enduring relationships with clients, colleagues and partners.
Meet some of our employees by following the links on the right.
Our Management Team
Warwick Newbury held the position of Group Chief Executive of SGPB Hambros from 1998 until September 2007 with overall responsibility for the profitable development of the SG Hambros group of companies in London, Jersey, Guernsey, Gibraltar and the Bahamas.
He started his banking career in 1964 at Coutts where he held various positions both in Switzerland and in the UK. He was appointed Head of Coutts Private Banking in 1990. He moved to Hambros Bank Limited in 1997 as head of private banking, becoming Group Chief Executive of SGPB Hambros following Société Générale’s acquisition of Hambros Bank in February 1998.
On 1st October 2007 Warwick became Chairman of SG Hambros Bank Limited. He continues to chair the boards of the SGPB Hambros offshore banks in the Channel Islands and Gibraltar. He is also Chairman of the SGPB Hambros Offshore Defined Benefits Pension schemes.
Warwick was awarded the Spear’s Private Banker of the Year (2007) and the Private Asset Managers Lifetime Achievement Award in 2008. He is married with two children and enjoys shooting and opera.
Eric Barnett was appointed CEO of Kleinwort Hambros following the acquisition of Kleinwort Benson by Societe Generale in June 2016, having been CEO of SG Hambros since 2007.
As CEO of Kleinwort Hambros, he has overall responsibility for implementing the strategic objectives of the business and achieving its target of becoming the most prestigious brand operating in the UK wealth management market.
Since becoming CEO in 2007, he has focused on the development of the firm’s onshore business in the UK and on key strategic international segments such as the French, Indian, Russian, Middle East and Greek markets. He is also Chairman of Kleinwort Hambros’ Channel Islands business and the Monaco business of Societe Generale Private Banking.
Eric has an MBA from the Cass Business School in London and likes playing and watching a variety of sports and listening to music. He has a keen interest in the Arts and History and occasionally plays the guitar. He is also Vice Chairman of the Royal Veterinary College.
Jean-Pierre Flais was appointed Chief Administration Officer (CAO) of Kleinwort Benson (KB) following its acquisition by Société Générale in June 2016. He is also an executive director of Kleinwort Benson Bank Ltd.
As CAO, he supervises the Risk, Compliance, Finance, HR and support functions (including IT and Operations) and sponsors key transversal projects. One of his main objectives is to enable a smooth transition towards the full integration of KB within Kleinwort Hambros.
Jean-Pierre has been working for Société Générale since 1987 and has been living in the UK for the last 19 years. He joined SGPB Hambros in 1998 and was deputy CEO from 2007 to 2012. He then became global COO for Société Générale Private Banking business line.
Jean-Pierre graduated from the Ecole des Hautes Etudes Commerciales (HEC) in Paris and also studied in New York and Germany. He likes watching a variety of sports (including football, tennis, rugby and cricket) and enjoys travelling. He is very interested in modern history and international relations.
Phil McIlwraith was appointed Chief Risk Officer (CRO) of Kleinwort Benson following the acquisition of Kleinwort Benson by Societe Generale in May 2016. Phil is also Societe Generale Private Banking Hambros (SGPB Hambros) CRO, appointed to this role in August 2014.
As CRO, Phil has overall responsibility for ensuring that Kleinwort Hambros operates within its stated risk appetite. Phil leads teams of risk specialists who monitor the risks inherent within the firm’s wealth management activities, including those relating to credit, operational, data security, capital and liquidity. As the two firms become one, the risk teams are aligning the risk management framework so that it remains relevant for all risks within the wider Kleinwort Hambros business.
Phil joined Hambros Bank in 1990. He has held senior management roles in a number of areas, including Treasury, Investment Management and Commercial, both in London and in Jersey. He is a director of SG Hambros in the Channel Islands and in Gibraltar.
Phil holds a BsC in Financial Services from the University of Manchester. Outside of work, Phil is a qualified football coach and enjoys watching and playing many other sports. Phil is a keen reader, amateur meteorologist and chess player.
Mouhammed is Chief Investment Officer for Kleinwort Hambros heading up the investment management unit at the firm. He is responsible for all aspects of the investment proposition, leading a team of experienced investment strategists and portfolio managers. He also co-chairs the Global Investment Committee for Societe General, Kleinwort Hambros’ parent company.
He is a frequent speaker at conferences and events, and a regular contributor to the media. In the past few years, the investment team has secured a number of industry awards and accolades for excellence and investment performance including Investment Team of the Year.
Previously, Mouhammed was Head of Multi-Asset Class investing at Morgan Stanley for Europe, Middle East and Asia, where he was responsible for managing portfolios for private (UHNW individuals and family offices) and institutional (endowments, charities) clients. Prior to joining Morgan Stanley in 2002, Mouhammed spent his early career in the fixed income division of Citigroup’s investment bank in New York, London and Madrid.
Mouhammed has a Masters in Finance with distinction from London Business School, and a Bachelor’s degree with first class honours from the University of London, King’s College. He is also a CFA charter holder and a member of the CFA Institute.
Mouhammed is a board member and trustee for a number of educational charities, and serves as a school governor at a local secondary school. His personal interests include long distance triathlons, hiking and dance theatre.
Tara is the Group Chief Operating Officer for SG Kleinwort Hambros with management responsibility for various support functions including: Operations, IT, Project Office, Premises and Facilities, Business Continuity and Outsourcing/procurement. The role geographically covers London, Jersey, Guernsey, and Gibraltar.
Prior to her current role Tara was Head of the COO Office for the UK branch of Societe Generale, supporting the EMEA COO on all matters affecting the UK Branch. Tara is a Non-Executive Director on the board of Societe Generale International Ltd, the agency broker and prime services subsidiary of Societe Generale’s market activities which offers execution, clearing, financing and prime brokerage services.
Tara was called to the bar in 1998 (Gray’s Inn) and practiced as a Solicitor from December 2002 until her move into the COO area in 2013. Tara has substantial employment law experience covering a range of industries, as well as private practice experience.
Outside of Kleinwort Hambros Tara is a Trustee of Family Fund, one of the UK’s largest charities providing over £36m in grants for families raising disabled or seriously ill children. She is a keen mountain climber having climbed Aconcagua, Mont Blanc and Kilimanjaro and enjoys running and cycling regularly.
Elena Orsini has joined SG Hambros as Head of HR in January 2016 and has subsequently taken the same role in Kleinwort Benson from 15 July of the same year.
In her role, Elena supervises the delivery of the HR services, ensuring consistency of the initiatives and full alignment with the business strategy. As a trusted advisor to the executive committee, Elena delivers the annual business plan, contributing to the firm’s competitiveness by maintaining critical staffing levels and strategic talent management and by facilitating organisational change.
With 20 years of experience in HR management, Elena has worked in France, the Middle East and the UK and has experienced both a large multinational and a dynamic start up.
Elena holds a master degree in Organizational Psychology from the University of Paris and an executive MBA from CASS Business School, London.
She is passionate about travelling, understanding cultural differences and promoting personal development at all stages of the career. She is member of several HR bodies in different countries and a contributor to a number of online publications about HR management and the future of work.
Paul Kearney is Head of Private Banking in the UK for Kleinwort Hambros, part of the Societe Generale group, responsible for the domestic and international private banking in the UK. Prior to the merger of Kleinwort Benson and SGPB Hambros, he was the Head of Private Banking at Kleinwort Benson (‘KB’), having joined in 2011.
Paul’s career has involved senior leadership positions in international investment banking and asset management organisations. Immediately prior to joining KB, he established and ran a successful family office.
Paul holds a degree in economics and is a Fellow of the Institute of Chartered Accountants in England and Wales.
Gabrielle Branson was appointed to the Board of Kleinwort Benson Bank following the acquisition of Kleinwort Benson in June 2016. Gabrielle has also been a member of the Board of SG Kleinwort Hambros Bank limited since October 2012.
As a Managing Director and Group Secretary General of Kleinwort Hambros Gabrielle is responsible for the Banks’ regulatory relationships and leads multi-jurisdictional senior management teams for legal, compliance, financial crime, client tax affairs, corporate secretariat and office of the CEO.
Gabrielle has extensive knowledge and experience in private banking and asset management having previously covered a variety of senior management and commercial positions including as Head of UK Domestic Private Banking, Group Business Manager, Director of Product Development and Sales Management and Senior Private Banker as well as General Counsel.
Gabrielle has a Masters in Business Administration with distinction from Said Business School, Oxford University, and is a member of the Law Society having trained and practiced as a financial services lawyer with Hogan Lovells.
Gabrielle is a Société Générale Ambassador and a member of the Société Générale Private Banking Group Management Committee. Her personal interests include alpine skiing, hiking and watching a wide variety of sports.
Mrs Emma Perez is the Chief Executive Officer of SGPB Hambros in Gibraltar and has a comprehensive knowledge of the banking industry. Emma joined the group in 2001, heading up the finance department in Gibraltar. She was made a director of the Gibraltar entity in 2002 and later become deputy MD responsible for all support functions.
She has held her current role since 2006 and was therefore in situ during the acquisition of ABN Gibraltar in 2008, where she was instrumental in ensuring the full integration of the two businesses.
Emma has previously held the post of president of the Gibraltar Bankers Association and is currently a non-executive member of the Gibraltar Financial Services Commission. A fellow of the Chartered Association of Certified Accountants, Emma trained with KPMG before moving to Credit Suisse to pursue her banking career.
She is married to John Perez, and has two daughters Elena (11) and Talia (6) who take up all of her spare time. Emma was included in the Citywealth IFC Power Women top 200 list for 2015.
Jon has worked in Wealth Management and Private Banking for over 25 years and is an Associate of the Chartered Institute for Securities & Investment and a member of both the Institute of Directors and of the Societe Generale Private Banking Global Management Committee.
Jon joined SGPB Hambros in 2005 to head up the Private Client Trust business in the Channel Islands from KBL Brown Shipley in Jersey where he was CEO having previously held senior positions with Barclays Private Bank and Schroders. In addition to working in the Channel Islands Jon’s career in finance has extended to London, Spain and Africa.
In July 2006 he was appointed Group Head of Private Trust with management responsibility for the SGPB private client trust businesses.
In 2010 Jon was appointed Group Head of Wealth Planning and Fiduciary Services for SGPB Hambros Group. The following year Jon was appointed as Global Head of Fiduciary Services for Societe Generale Private Banking which added the jurisdictions of Luxembourg and Singapore to his existing responsibilities.
Jon specialises in multi-generational planning and is recognised for his practical and clear advice specifically in relation to family governance and planning for the next generation.
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Lars has been co-heading the Wealth Management Solutions department at Kleinwort Hambros since 2016.
He is responsible of all aspects of the investment proposition, whether discretionary, advisory or execution-only, leading a team of experienced market specialists and portfolio managers based in London, Jersey, Guernsey and Gibraltar.
Lars joined SG Bank & Trust Luxembourg in 2009 where he build and run Societe Generale Private Banking’s execution hub, before taking on wider management responsabilities for all Group wealth investment & market teams.
Previously he held a variety of position with Societe Generale Coporate & Investment Banking’s Fixed Income division: FX & Interest rate derivative trader (London 1987 & Paris 1991), head Czech Capital Markets (Prague 1995), Regional Treasurer Asia-Pacfic (Singapore 2000) and Global Head FX (London 2004). In that latter function he also was non-executive director at CLS Holding GMBH (Zurich) as well as member of the ECB FX Contact Group.
Lars is a graduate of Ecole Nationale des Ponts & Chaussees and of the London School of Economics.
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John is Group Commercial Director and Head of UK Private Banking. He is responsible for the commercial proposition of Kleinwort Hambros and has oversight of the UK Private Banking teams.
John joined SGPB Hambros in May 2011 having previously been Head of Private Clients at Barings where he was responsible for the development of both the onshore and offshore private client business.
John joined Baring Asset Management in 2002 from Merrill Lynch, where he worked in the International Private Client Group and held the position of Managing Director for the United Kingdom and Ireland. His fourteen year tenure at Merrill Lynch included running both offshore and onshore private client business in the UK as well as managing the Merrill Lynch offices in Geneva and Dubai. Prior to Merrill Lynch John worked at Schroders in the Institutional Equity Division.
John received a BA from Durham University and spent three years in the Army.
Clive T Wright is a Director of SG Kleinwort Hambros (CI) Limited and Head of Private Banking for the Channel Islands. Prior to joining SGPB Hambros in April 2015, Clive was Head of Private Banking for Kleinwort Benson and before that Deutsche Bank International in the Channel Islands where he lived and worked between the Channel Islands and Switzerland, with responsible for private banking businesses in Channel Islands, Turkey, Israel and Africa.
Clive has a 30-year career in finance, initially in UK with a leading High Street Bank with a particular focus on Credit, Trade finance and international banking. He subsequently moved out of the UK in 1994, establishing and leading international private banking teams focused on key growth markets in Europe, Sub-Saharan Africa, North Africa, Middle East, Turkey and Israel.
Clive has particular expertise in delivering strategic solutions with emerging market clients and working with single and multiple family offices. He holds Diploma in Business Studies and in Personal Financial Services.
In his spare time Clive is an avid gardener and attends as many Shakespeare, Gilbert and Sullivan productions as he is able when not supporting Jersey Rugby Football Club.
Thomas Joined SGPB Hambros in November 2014 as a Senior Private Banker before becoming a team leader and now heads up the core private banking team in Jersey.
With over 20 years experience Thomas has responsibility for a team of Senior Private Bankers and their support staff. His team provides HNW and UHNW individuals, families and their structures with Banking, Lending, Investment and Wealth Planning. The team pride themselves on a service oriented offering providing flexibility and innovative solutions to meet their clients ever growing needs. The CI team won “Outstanding Private Bank - UK Crown Dependencies" at the Private Banker International awards in June 2017.
Thomas is also part of out Key Client Segment team and has responsibility for the co-ordination of this offering across the Channel Islands.
Thomas has worked for a number of well know financial institutions covering the HNW and UHNW markets and various geographical regions with particular focus on East Africa, Channels Islands and The UK res non Dom Market.
A keen sportsman in his youth he now plays golf, coaches football to juniors at a local football club and is a director of the Jersey2 Africa 4 football foundation. This foundation is dedicated to improving young lives in Africa both on and off the field using football as a way of enhancing the lives young men and women, boys and girls in the Mukuru slum in Nairobi.
Oliver Duplan Meredith
Oliver Meredith was appointed Chief Financial Officer of SGPB Hambros in 2009. Oliver is also an executive director of SG Kleinwort Hambros Bank Limited and SG Hambros Limited being the group holding company.
Oliver has full responsibility for the Treasury and ALM function for Kleinwort Hambros. Oliver’s key current responsibilities are to create combined Kleinwort Hambros finance teams across locations by retaining key skills and knowledge. He is also responsible for maintaining accurate Prudential Regulatory monitoring reporting and relevant financial control including performance management for the Kleinwort Hambros businesses throughout multiple transformation scenarios as part of the bank reorganisation plans.
Oliver manages finance teams based in the United Kingdom, Jersey and Guernsey, Gibraltar and the services of outsourced finance hubs located in Bucharest and Bangalore. Oliver is also responsible for the Treasury and ALM teams based in the United Kingdom serving all Kleinwort Hambros locations.
Oliver is a Chartered Accountant and Fellow of the ICAEW. He enjoys a keen interest in cricket , walking and current coinage. He also enjoys recycling and renovation of cars and computers.
Matt Falla joined SGPB Hambros in December 2005 as a Senior Private Banker, from HSBC International where he was Regional Manager – Middle East & Africa in fund distribution.
In 2011 Matt was made head of the Financial Intermediaries Team in Jersey, progressing over the next few years to be promoted to Group Head in 2015.
The Financial Intermediaries Teams work with Asset Managers, Fiduciaries, Funds, Cash Managers and Corporates in each of Kleinwort Hambros locations, delivering the Bank’s range of banking and investment solutions to their clients on an intermediated basis.
Matt holds the SII Diploma, Certificate in Mortgage Advice & Practice (CeMap), Islamic Finance Qualification and Investment Advice Certificate amongst other qualifications.
Matt’s career in Banking started straight from school and has seen him work in Australia, Greece, the Middle East, Africa and Mauritius.
Jeremie has been with Societe Generale Private Banking for almost ten years, having joined SG Bank & Trust Luxembourg in 2008, as a Primary Market Advisor focussed on structured products. The following year Jeremie moved to SGPB Hambros in London, taking on the role of Head of Investor Solutions and Services – formerly the structured products and derivatives solutions department – in 2010.
Since March 2014 Jeremie has been Director, Group Head of Advisory, managing a dispersed international team advising SGPB Hambros clients in the United Kingdom, Channel Islands and Gibraltar on the whole investment offering.
Jeremie started his career in 2006 as an Equity Sales Assistant at Goldman Sachs in Paris, before joining Oddo Options as a Structured Products Salesperson. He graduated top of his class (“major de promotion”) at the Ecole Centrale d'Electronique in Paris and holds a Masters in International Finance from HEC School of Management. Jeremie has twice been recognised as a leading professional in the wealth management industry, receiving the PAM (Private Asset Manager) Top 40 Under 40 Award in 2014 and again in 2017.
Gene is responsible for portfolio investment strategy with expertise in asset allocation,security selection and portfolio construction. Gene is Deputy Chairperson of the Kleinwort Hambros Investment Committee reporting to the Chief Investment Officer, and oversees portfolio recommendations for Kleinwort Hambros’ investment management clients.
Previously, Gene was Portfolio Manager and Director of Research for Karrig Strategic Capital LLP, a London-based multi-family office investing across a wide range of traditional and alternative assets in both public and private markets. Gene spent his early career developing electronic equity trading networks with Thomson Financial and affiliated companies based in Boston, and initially as an engineer with Raytheon Company.
Gene has a Master’s in Business Administration with finance concentration from London Business School and graduated summa cum laude from Binghamton University, New York with a BSc in Computer Science. He also holds the Private Client Investment Management Certificate and is a member of the Chartered Institute for Securities & Investment.
Our Private Bankers
Andy is a Director of the UK Private Banking business and Group Head of Key Clients based in London.
He is responsible for Kleinwort Hambros Key Clients Segment which manages over £3.5bn of client assets and he also looks after a portfolio of his own clients resident in both the UK and Overseas. His clients include Families, Family Offices, Investment Bankers, Hedge Fund Managers, Private Equity Managers, Entrepreneurs, Business Owners and Insurance Executives.
Andy started his career with Coutts & Co in August 1984 where he spent 17 years advising private and corporate clients on all aspects of banking, credit, investments and financial planning before moving to Credit Suisse Private Banking to help set up their new wealth management offering. He joined Kleinwort Hambros in January 2005.
He is married with a son and enjoys skiing, golf, surfing, cooking and dining out with good friends and good wine.
Rebecca joined SGPB Hambros in September 2009 to develop the regional office in Newbury covering the Thames Valley, Oxford, Reading, Southampton and the south coast. In this time she has built up the team and she personally advises a range of private clients, private trusts and charities on banking, lending and asset management.
She and the team work closely with the award-winning investment team at Kleinwort Hambros particularly focussing on risk management and a core component to the advice is the strength of the London wealth planning team.
She is Head of Philanthropy, and is building the partnership with Global Philanthropic a business that offers philanthropic advisory services for donors both private individuals and strategic advice to charities.
When did you join SGPB Hambros?
I joined on 1 July 2014
What do you think makes SGPB Hambros unique?
Our banking and investment offering, high level of client service and wider capabilities available within SG Group.
What type of clients do you work with and what do they looking for?
I look after HNW and UNHW individuals from Russia and CIS. My clients are seeking consistency, good investment performance and high level of service.
What three attributes make a good private banker?
Professionalism, responsibility, and the ability to think outside the box are key to work with private clients.
Andrew Costard has over 30 years experience in private banking, with the vast majority of that time spent in client-facing roles. He joined SGPB Hambros in 1998 having worked previously at two other leading UK private banks. Originally appointed as a Senior Private Banker, he was a Director heading one of the UK Domestic teams prior to the merger with Kleinwort Benson. He was subsequently appointed head of one of the UK Domestic teams for Kleinwort Hambros in 2016.
Andrew’s role involves managing a team of experienced private bankers looking after UK resident clients from a variety of sectors – but including inherited wealth and retired, City professionals such as lawyers and investment bankers, entrepreneurs and owner managers of businesses. He also manages his own portfolio of long-standing clients, some of whom have complex multi-jurisdictional issues.
He is a director of SG Hambros Trust Company Limited and also has managerial responsibility for the bank’s Cambridge Office. He served as a director of the SG staff pension scheme for 10 years.
Andrew holds a Master of Arts degree in Modern History from the University of Oxford.
Chris Thomson founded and heads up Kleinwort Hambros’ Edinburgh office covering Scotland, the north of England and Northern Ireland although the office has clients from across the UK, Channel Islands and sometimes beyond. He joined Hambros in 2008 from Kleinwort Benson where he started in Private Banking so the recent merger brings two strands of his history together.
Prior to Kleinwort Benson, Chris spent twelve years in investment banking split between London and New York. The technical and corporate knowledge from this time has proved invaluable in assisting his clients to navigate the complexities of modern investing and wealth planning.
Being back in his native Edinburgh has allowed Chris to develop some long standing and loyal relationships with individuals and trusts, helping them to fulfil their financial aspirations. Chris has considerable expertise in advising charities and is a member of the Chartered Institute for Securities & Investment. He holds the Level 6 Private Client Investment Advice and Management qualification and in 2014 he attained the Chartered Wealth Manager designation.