Deutsche Bank Wealth Management taps UBS for relationship manager role
Alexis Pateras is the third hire from UBS in the past six months
Alexis Pateras is the third hire from UBS in the past six months
Emma Mogford takes over management on a trio of income funds
Addition of third co-manager alongside Francis Brooke and Hugo Ure viewed as ‘sensible succession planning’
David Rothburn is stepping back from the role after 17 years
James Bonarius leaves Tilney shortly after its merger with Smith & Williamson
Fergus Argyle appears to have stood back from the firm in May
Nadia Grant spent six years at Columbia Threadneedle and 13 years at JPMAM
Sue Round steps up in the interim
Justin Simler also spearheaded Investec’s multi-asset product division
Billionaire founder chooses former Liontrust chairman Adrian Collins under new agreement with the board
Stephen Macklow-Smith has been with the business 23 years
Firm has also promoted two individuals to drive the service