Mirabaud Wealth Management has named Jonathan Unwin as Head of Portfolio Management for the UK, a move aligned with the company's efforts to enhance its presence in the UK wealth management sector.
Jonathan Unwin, positioned in London, will report directly to Stuart Bates, the UK Market Head of Mirabaud & Cie. In his capacity as Head of Portfolio Management for the UK, Unwin will be responsible for the management of Mirabaud's discretionary client portfolios, leveraging his over 16 years of experience in private client wealth management.
Jonathan Unwin initiated his investment career in brokerage and online trading before joining the London division of Credit Suisse in 2009. During his tenure at Credit Suisse, he progressed to the discretionary Multi Asset Class Solutions team, where he contributed to managing a portfolio with assets exceeding £3 billion. Unwin focused on fund selection and investment strategy in this role.
In 2015, Unwin assumed the position of Deputy Head of Asset Management at Banque Havilland, a Luxembourg-based private bank. Here, he played a key role in establishing the bank's discretionary platform and served as the lead manager for various model strategies and custom accounts. Over time, his responsibilities expanded to chairing the bank's Investment Committee, overseeing strategic and tactical asset allocation, managing client portfolios, and actively contributing to client acquisition and relationship management.
Unwin's achievements were recognized by Citywire in 2019 when he was named a 'Top 30 Influential Fund Selector.' Additionally, he earned a spot in Spears' Top 500 as a 'Recommended Wealth Manager' in 2022.
The appointment of Jonathan Unwin adds to the ongoing expansion of Mirabaud Wealth Management in the UK, following the recruitment of Joe Knight and Liam Jones for director-level positions in August. This strategic growth aligns with Mirabaud's commitment to strengthening its wealth management offerings in the UK market.
Source: Mirabaud
