julius baer

By Leigh Powell | 21 May 2012
He says private banks will win the race for Asia's wealth and explains how he intends to go about it. He talks about his time at Goldman, and what asset managers must do.
By Leigh Powell | 6 January 2012
The bank picks up eight headed by Elina So after failing to acquire a majority shareholding in its rival. Sarasin defends its position after reasserting its China strategy ...
By Leigh Powell | 30 November 2011
Asia chief Thomas Meier scotches rumours he will hand over to Kaven Leung anytime soon and confirms Julius Baer is still keen on acquisitions, despite losing out on Sarasin. ...
By Leigh Powell | 25 October 2011
The firm appoints Kaven Leung as deputy Asia CEO, North Asia chief and head of its Hong Kong branch. He is tipped to take over regional responsibilities from Tom Meier.
By Joe Marsh | 14 October 2011
The two firms will refer clients to each other under an arrangement that sees Macquarie’s Asian wealth-management arm transfer to the Swiss private bank.
By Leigh Powell | 30 August 2011
Alfred Tsai quit as managing director at Julius Baer in Hong Kong last month and will join BNP Paribas wealth management in mid-October to grow its China business.
By Leigh Powell | 18 August 2011
The bank aims to invest mostly in value-driven A-shares. Its fund started trading two weeks ago and has raised $65 million already, with a Europe roadshow on the horizon.
By Leigh Powell | 16 June 2011
Kenneth Ho explains the product selection process and underlines the importance of new hire Mark Matthews. The firm also grabs a team of Greater China client advisers from UBS.
By Leigh Powell | 16 May 2011
The North Asia CEO is to depart this June with investment adviser Alex Floersheim to set up an advisory firm. Asia and Middle East CEO Tom Meier will relocate from Singapore to ...
By Leigh Powell | 30 March 2011
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 Joe Marsh | 10 March 2011
The Swiss firm becomes the first private bank to be approved for a QFII quota and has launched a new range of renminbi-related products and services.
By Sameera Anand | 7 March 2011
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 Joe Marsh | 14 January 2011
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 Sameera Anand | 5 November 2010
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 Leigh Powell | 30 September 2010
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 Joe Marsh | 20 September 2010
As renminbi liberalisation continues, Clariden Leu is considering applying for a banking licence in Hong Kong, alongside Julius Baer and other wealth management firms.
By Joe Marsh | 14 May 2010
The hires include Vincent Lim from Société Générale Private Banking and Evelyn Yeo, formerly of Deutsche Bank Private Wealth management.
By Joe Marsh | 19 February 2010
Eddy Tai joins the Swiss private bank to help develop Singapore as a back-office hub for Asia and the Middle East.
By Joe Marsh | 12 January 2010
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 Joe Marsh | 13 October 2009
Christopher Todd Burgess will head up the newly formed international desk and run the external asset manager business.
Quick Poll

What's most important in a retail fund launch:




« View results

Previous polls ››

Fund performance
  41%
 
Brand
  16%
 
Distribution
  25%
 
Product innovation
  19%
TOTAL VOTES: 32
Comment on this

« Back

Previous polls ››

Fund Videos
fundinfo.com
20.04.2012
Portrait, Roy Scheepe, Senior Client Portfolio Manager Asian Debt
17.04.2012
Portrait, Bryan Collins, Portfolio Manager

›› View more videos

May 2012 Magazine
AsianInvestor Magazine

What's in this issue

Family offices come of age
Consumer-bank distributors speak
Hedge funds: the next generation