People Moves

Who's Moving Where In Wealth Management? - Julius Baer, AssetQ

Editorial Staff, 13 June 2019

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The latest moves in wealth management from across Europe and the Middle East.

Julius Baer International
Julius Baer International has named Jamie Banks as new head of wealth planning and Alan Hooks as head of London, in steps to put wealth planning closer to the centre of its business, the Swiss firm said.

Banks joined Julius Baer four years ago and will take over head of wealth planning from Hooks, who is moving to his new role heading up business for London. Before joining Julius Baer, Banks spent seven years in Deutsche Bank’s wealth planning division, most notably as head of regulated UK wealth planning.

Hooks, who joined from Bank of America Merrill Lynch in 2013, will lead Julius Baer’s London-based relationship management teams.

AssetQ
Paul Gaston, who has worked with firms including Pictet, Goldman Sachs and Fidelity, has been named as commercial director of AssetQ, a repository of fund due diligence information for domestic and international collectives. His role will involve focusing on building the business to support independent financial advisors and investment managers with their access to fund research and due diligence information via the AssetQ platform. 

With more than 30 years of financial services experience, Gaston has recently been working with a French asset management company to develop its UK infrastructure. Prior to this he was head of UK sales at Pictet.

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