Tag: julius baer

People Moves

Julius Baer appoints new Asia CFO and Hong Kong COO

Frank Keller will become the new chief financial officer Asia for Julius Baer, while Tobias Murer takes up the role of chief operating officer in Hong Kong -- just as private ...

By Lara Wozniak | 23 November 2011

Macro & Markets

US economic data inspires cautious optimism

Economic data in the US suggests the economy could be turning the corner, but there is still plenty to worry about.

By Ivan Zhang | 15 November 2011

People Moves

Chasing Asia's wealth

Private bankers are jumping from shop to shop, hoping to build the right franchise that attracts the most clients. But is there really room for everyone?

By Lara Wozniak | 26 October 2011

People Moves

Victor Chao jumps from Deutsche to Julius Baer

Julius Baer poaches Victor Chao Tzu-Ping from Deutsche for a key role heading the Greater China team.

By Sameera Anand | 10 October 2011

Private Banking

Taking shelter in dividend stocks

Ian Pollock, CFO for Asia at boutique private bank Julius Baer, shares his views on dividends and how private banking clients perceive them.

By Sameera Anand | 8 September 2011

Private Banking

Julius Baer's lifestyle index

Here's a sneak preview of part of Julius Baer's upcoming Wealth Report. In it we reveal their lifestyle index, a cost-of-living-luxuriously chart for the wealthy.

By Lara Wozniak | 9 August 2011

Private Banking

Julius Baer CEO on wealth management outlook

Boris Collardi, CEO of Julius Baer, shares his views on wealth management in Asia and gives FinanceAsia a sneak preview of an upcoming wealth report the private bank will be ...

By Lara Wozniak | 8 August 2011

Private Banking

Julius Baer adds Matthews, promotes Lee

Macquarie's Mark Matthews jumps ship to Julius Baer, while his new boss at the Swiss boutique private bank, Dr Lee Boon Keng, gets a leg up.

By Sameera Anand | 15 June 2011

Private Banking

DBS Private Bank hires Lua as Southeast Asia head

The firm has appointed Lawrence Lua from Julius Baer for a position it has been seeking to fill permanently since the exit of Kwong Kin Mun at the end of 2009.

By Leigh Powell | 30 March 2011

Private Banking

Credit Suisse names SE Asia private banking head

The bank appoints Francesco de Ferrari as market area head of private banking for Singapore, Malaysia and Indonesia. Meanwhile, Julius Baer appoints Peter Siber as chief risk ...

By Sameera Anand | 7 March 2011

Private Banking

Julius Baer names new Singapore CEO

David Lim assumes the post, freeing up Thomas Meier to focus on a more strategic role, as the Swiss private bank prepares to move to new offices in the Lion City.

By Joe Marsh | 14 January 2011

Private Banking

Julius Baer granted Hong Kong banking licence

Swiss private bank Julius Baer receives a Hong Kong banking licence from the HKMA and reiterates its commitment to Asia and its growth ambitions for assets under management in ...

By Sameera Anand | 5 November 2010

Private Banking

Julius Baer to unveil North Asia portfolio management team

The bank is getting ready to announce the hire of Jacqueline Koo from LGT Investment Management to head a newly formed team together with Erika Mok in Hong Kong.

By Leigh Powell | 30 September 2010

Private Banking

Julius Baer adds 11 private bankers in Singapore

The hires include Vincent Lim from Société Générale Private Banking and Evelyn Yeo, formerly of Deutsche Bank Private Wealth management.

By Joseph Marsh | 14 May 2010

Private Banking

Julius Baer appoints head of private banking for Southeast Asia

Julius Baer appoints David Lim head of private banking for Southeast Asia in addition to his current title of deputy CEO for Singapore.

By Lara Wozniak | 9 March 2010

View Point

Julius Baer's CEO Boris Collardi talks growth plans

Julius Baer's CEO, Boris Collardi, plans to grow the private bank and considers Asia its second home market behind Switzerland.

By Lara Wozniak | 13 January 2010

Private Banking

Julius Baer hires Lee Boon Keng from UBS

The Swiss boutique private bank poaches UBS Wealth Management's Asia chief investment strategist as its regional co-head of investment solutions and deputy CIO.

By Joseph Marsh | 12 January 2010

People Moves

Burgess leaves Clariden Leu to join Julius Baer

Christopher Todd Burgess will head up the newly formed international desk and run the external asset manager business.

By Joseph Marsh | 13 October 2009

M&A

Julius Baer buys ING's Swiss private banking business

Julius Baer pays $505 million for ING's private banking business in Switzerland, in a deal specialists say is a pre-cursor to the larger and more keenly contested sale of ING's ...

By Sameera Anand | 8 October 2009

Private Banking

Julius Baer's Kenny Ho discusses Asia's rich

Kenny Ho, Asia-Pacific head of products at Julius Baer, explains why the wealth management needs of Asia's rich are different from those in other markets.

By Sameera Anand | 22 September 2009

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