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Who's Moving Where In Wealth Management? – Julius Baer, Rothschild & Co

Editorial Staff

17 September 2024

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 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, 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.