Based in London and reporting directly to Stuart Bates, UK Market Head of Mirabaud & Cie, Joe and Liam will support the team in continuing to provide clients with independent, bespoke advice on managing their private and professional assets on investments and broader wealth management products and services.
Prior to his appointment on 31st July, Joe Knight, who is a Chartered Wealth Manager, was an Executive Director and the head of the Strategic Investment Advisory team at UBS. He has over twenty years of industry experience including roles at Deutsche Bank and Credit Suisse having began his career at American trading house Donaldson, Lufkin and Jenrette. Knight’s experience has centred on providing sophisticated families with investment solutions to meet their needs and he recently managed more than £1bn across multi-asset portfolios.
Meanwhile, Liam Jones joined the team on 10th July from UBS where he was an Associate Director advising successful entrepreneurs, executives and families with their personal wealth. His prior roles have also included time at Smith and Williamson Investment Management and Asset Risk Consultants (ARC).
Stuart Bates, UK Market Head of Mirabaud & Cie, “We are delighted to welcome Joe and Liam to our esteemed team. Their expertise in working with high-net-worth clients marks a significant step in our journey to fortify and expand our UK wealth proposition. With their valuable experience, they will deliver an excellent level of service to both our existing and future clients, exemplifying our relentless commitment to growth and excellence in the UK financial landscape.”
Commenting on their appointment, Joe Knight said “Joining Mirabaud is a great opportunity to be part of an international, entrepreneurial family run business. It gives me confidence to know that Mirabaud has invested heavily in technology solutions to meet the expectations of our clients, and importantly the next generation, allowing us to deliver modern progressive but bespoke services.”
Liam Jones added, “Mirabaud is a prestigious institution that combines tradition with a modern focus. I look forward to contributing to developing and maintaining the quality of service for our wealth management clients.”