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Tag: julius baer

People Moves
Julius Baer hires team from Sarasin to cover Greater China
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 | 6 January 2012
Business Moves
I’m committed to Asia and to acquisitions, says Meier of Julius Baer
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 | 30 November 2011
Business Moves
Julius Baer hires Kaven Leung from Goldman Sachs
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 Leigh Powell | 25 October 2011
Distribution
Julius Baer and Macquarie agree Asia tie-up
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 Joe Marsh | 14 October 2011
Business Moves
Tsai to join BNP Paribas WM as China head
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 | 30 August 2011
Business Moves
Julius Baer launches downsized China fund
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 | 18 August 2011
Distribution
What it takes to get on Julius Baer’s product shelf
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 June 2011
People Moves
Benenati to leave Julius Baer, set up as asset manager
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 | 16 May 2011
Business Moves
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
Distribution
Julius Baer gains QFII licence, expands RMB offering
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 Joe Marsh | 10 March 2011
People Moves
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
Distribution
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
Business Moves
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
Distribution
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
Distribution
Private banks warm to Hong Kong as a booking centre
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 | 20 September 2010
People Moves
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
People Moves
Julius Baer creates regional head of IT role
Eddy Tai joins the Swiss private bank to help develop Singapore as a back-office hub for Asia and the Middle East.
By Joseph Marsh | 19 February 2010
People Moves
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
Commentary
Julius Baer's chairman explains split
Chairman Raymond Baer talks about running a family business, why he recently split the private bank business and his outlook for Asia.
By Lara Wozniak | 22 June 2009
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Tag Filters
andrea benenati asia asia se asia south aum back office bank bnp paribas wealth management china china fund christopher burgess cindy clariden leu cnh credit suisse david lim dbs private bank eddy tai elina so erika mok evelyn yeo finance franco de ferrari head of it hire hires hong kong jacqueline koo kaven leung kenneth ho kenneth toong lawrence lua lee boon keng lgt investment management macquarie mark matthews market heads may chow pamela phua peter siber private private bank private banking singapore swiss thomas meier ubs vincent lim wealth management wilfried kofmehl
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What will be your favoured currency in Year of the Dragon?
   |   View results
US dollar
  29%
 
Japanese yen
  3%
 
Aussie dollar
  11%
 
Singapore dollar
  19%
 
Chinese renminbi
  24%
 
None of the above; gold
  14%
TOTAL VOTES: 214

 
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February, 2012