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Wealth Management

Mirabaud expands UK wealth presence with senior hire

London, 11 December 2023 – Mirabaud Wealth Management has appointed Jonathan Unwin as Head of Portfolio Management for the UK as the business continues to strengthen its footprint in the UK wealth management market.

London - UK

Based in London and reporting directly to Stuart Bates, UK Market Head of Mirabaud & Cie, Unwin will oversee the management of Mirabaud’s discretionary client portfolios, bringing over 16 years of experience managing private client wealth to the role.

Unwin’s investment career began in brokerage and online trading before he joined Credit Suisse’s London division in 2009. During his time at Credit Suisse, he advanced to the discretionary Multi Asset Class Solutions team, where he contributed to managing a portfolio offering of over £3 billion in assets, focusing on fund selection and investment strategy.

In 2015, Unwin was appointed Deputy Head of Asset Management at Banque Havilland, a Luxembourg-based private bank, where he helped to establish the bank’s discretionary platform and served as the lead manager for several model strategies and custom accounts. His responsibilities later expanded to include chairing the bank’s Investment Committee, where he oversaw strategic and tactical asset allocation, managed client portfolios, and played a pivotal role in client acquisition and relationship management.

In 2019, Citywire acknowledged Unwin as a ‘Top 30 Influential Fund Selector’, and he was featured in Spears’ Top 500 as a ‘Recommended Wealth Manager’ in 2022.

Unwin’s appointment continues a busy period of growth for Mirabaud Wealth Management in the UK, and builds on the hiring of Joe Knight and Liam Jones for director-level positions in August as the business continues to bolster its UK wealth management offering.

Jonathan Unwin, Head of Portfolio Management UK at Mirabaud Wealth Management, said:

“With 200 years of entrepreneurial expertise, Mirabaud’s track record as a steward of wealth across the generations is well-established, and its further expansion in the UK wealth management space makes this a particularly exciting time to be joining the business. I look forward to working with the outstanding UK team to deliver truly curated, agile investment solutions and the very best client service.”

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