Kleinwort Benson recruits head of strategic wealth planning

Kleinwort Benson has recruited its newest senior manager from Lombard Odier.

Kleinwort Benson recruits head of strategic wealth planning

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Marianne Kafena will take on the role when she joins in November to head up a team of tax and financial planning client advisers. Her and the team will be responsible for determining and implementing the firm’s strategy for working alongside external professional advisers.

Kafena joins from Lombard Odier in London where she was a senior wealth planner involved in providing legal support to private bankers in all aspects of international private client and trust work.  Prior to this she was a senior trust officer and legal counsel for Lombard Odier in Bermuda.

Originally she trained as a solicitor at Farrer & Cowhere she qualified and worked in the international private client team.  

“With her legal and private client background, as well as her experience of working with some of the best global professional advisers, Marianne brings valuable expertise to our UHNW proposition.  Our independence, stable ownership and clear growth strategy means that we are attracting people of Marianne’s caliber,” said Sally Tennant, chief executive officer of Kleinwort Benson.

Kafena will report to Guy McGlashan, head of wealth management.

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