Kleinwort Benson has made two senior appointments within its offshore private wealth management business. Matt Gregory and Marc Schroeder join as Business Development Managers. They report to Clive T Wright, Managing Director of Private Wealth Management Offshore Division and are based in Kleinwort Benson’s Jersey office.
Matt Gregory has over 17 years experience in the wealth management and financial services industry, having extensive experience both monitoring and managing investment portfolios in Jersey, Guernsey, Geneva and the British Virgin Islands, and is a Chartered Member of the Securities Institute. He joins Kleinwort Benson from TMF Group in Jersey, where he was Head of the Greater European Investor Services Team, developing and maintaining relationships with intermediaries and the global client network.
Marc Schroeder has over 15 years experience in the wealth management industry, covering South Africa, Australia and the UK. He holds an Honours degree in Business Economics. He joins Kleinwort Benson from Standard Chartered Private Bank in Jersey where he was Senior Associate Director in charge of client relationships.
They are supported by Rebecca Chambers who has joined the team as a Business Development Assistant. Rebecca formerly worked with the portfolio management team at Kleinwort Benson and started her careere at Close Wealth Management Group in 2008 as a Client Relationship Manager. She has a degree in Economics and speaks Portuguese.
As key members of the Private Wealth Management Offshore team, Matt, Marc and Rebecca will support the needs of High Net Worth individuals, intermediaries and select corporate clients, providing investment and corporate solutions to clients and their professional advisers. Kleinwort Benson’s wealth managment solutions include its Elite Funds range, multi-asset funds which provide diversified strategies for investors with a long-term view.
Clive Wright said, “Our business in the Channel Islands has been built upon our core principle of putting our clients’ interest first. Matt and Marc, supported by Rebecca, have a wealth of relevant experience and I look forward to working with them as we continue to enhance our service and proposition to private clients and intermediaries alike.”