People Moves
Who's Moving Where In Wealth Management? – Julius Baer, Rothschild & Co
The latest moves, appointments, personnel changes and other adjustments in wealth management and related firms across the UK, rest of Europe, Middle East, and select international experiences.
Julius Baer has
appointed ex-UBS banker Reto Buerer (main picture) as team head
for Asia Switzerland at the Zurich-listed private bank. Buerer,
who is based in Zurich, reports to Christian Cappelli, head of
Asia Switzerland business.
With more than two decades’ experience in wealth management,
Buerer has worked with ultra-high net worth clients in a range of
countries in Asia, as well as in Australia and New Zealand.
Prior to the new role, he worked at UBS where he headed Southeast Asia coverage for Credit Suisse from Switzerland.
Buerer's role is a newly-formed one, a spokesperson for the bank
told this publication.
Rothschild & Co
Rothschild & Co’s UK wealth management business has appointed
former James Hambro & Partners senior figure Daniela Jaume
(pictured) as director of strategic relationships.
Daniela Jaume
In this newly-created role, Jaume will work with the business’s
client advisor teams to develop relationships and referrals with
a network of lawyers, accountants, consultants, and other
professional advisors, Rothschild &
Co said.
Jaume, who joined James Hambro & Partners in 2018, was previously
business development director.
The CEO of Rothschild & Co’s UK wealth business is Helen Watson.
Matthew James is MD and head of marketing and business
development at the firm.
James Morrell was recently appointed as deputy CEO of the
business and Fernanda Rosset was appointed head of UK HNW wealth
management in May.
