“Top 100” star fund manager quits Sanlam for Kleinwort Benson

Celebrity fund manager Paul Surguy has joined the private bank Kleinwort Benson as senior discretionary fund manager in its discretionary fund management team.

Surguy, who has spent over a decade at Sanlam Private Investments, authored the firm’s well-received White List equity income study. He has also featured on the cover of Wealth Manager and was named by the publication as of the Top 100 most influential fund selectors in the UK.

Leigh Philpot, head of discretionary fund management at Kleinwort Benson, said of the appointment: “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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