Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Julius Baer reunites ex-Merrill Lynch director with discretionary team

Julius Baer reunites ex-Merrill Lynch director with discretionary team

Julius Baer has hired former Merrill Lynch Wealth Management director Stewart Edginton.

Edginton joins the portfolio management unit of Julius Baer as head of discretionary specialists, where he will lead a 12-strong team.

Edginton, who has more than 16 years' experience, started his wealth career with Singer & Friedlander in 1997, where he was responsible for around £200 million in client money. 

He joined Merrill Lynch six years later and held a range of positions, including business development with responsibility for the intermediary and direct financial adviser sales channels. 

In 2008 he moved to Zurich to set up family office Peak Investments, before returning to the UK at the start of 2014.  

The appointment sees Edginton reunited with a number of his former colleagues after Julius Baer acquired Merrill Lynch's wealth management business last year.

Commenting on his appointment, Julius Baer head of portfolio management Edward Raymond said: 'We are pleased that Stewart has re-joined the team after five years abroad, in this exciting phase of our development. He brings to Julius Baer broad experience of catering to the needs of private clients and shares our vision to lead the wealth management industry.'

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Where A-rated Pattullo is finding the best bond opportunities

Where A-rated Pattullo is finding the best bond opportunities

Henderson Global Investors head of retail fixed income explains how he is managing his fund against the surprise current monetary policy divergence.

1 Comment Play Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Our much anticpated new series is here! We hand a black cab driver a tenner and grill the manager of the 125-year Merchants trust until the meter runs out.    

Play Europe bulls, a retail boost and why a little inequality can be a good thing

Europe bulls, a retail boost and why a little inequality can be a good thing

This week’s Investment Pulse looks at whether investors should be bullish on Europe, the surprise rise in UK retail sales and if a little inequality is a good thing.

Your Business: Cover Star Club

Profile: meet the duo at the heart of Hargreave Hale's succession plan

Profile: meet the duo at the heart of Hargreave Hale's succession plan

For the first time in the company's history a non-Hargreave is now at the head of the north west broker and asset manager

Wealth Manager on Twitter