Swiss Private Bank Julius Baer Appoints Josephine Wang as Group Head Greater China & Rocky Ma as Team Head Greater China, Hires Deutsche Private Bank
Julius Baer David Shick Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets? Caproasia - Learn more Caproasia Access | Events | Summits | Register Events | The Financial Centre The 2024 Investment Day | 2024 Family Office Summits | Family Office Circle This site is for accredited investors, professional investors, investment managers and financial professionals only. You should have assets around $3 million to $300 million or managing $20 million to $3 billion. 
Swiss Private Bank Julius Baer Appoints Josephine Wang as Group Head Greater China & Rocky Ma as Team Head Greater China, Hires Deutsche Private Bank Andrew Lam as Team Head Greater China 13th December 2023 | Hong Kong
Swiss private bank Julius Baer has announced the appointment of Josephine Wang as Group Head Greater China, Rocky Ma as Team Head Greater China effective 1st January 2024, and hiring of Deutsche Private Bank Andrew Lam as Team Head Greater China (23/11/23). Earlier in September 2023, Julius Baer had hired Standard Chartered Private Bank Jack Wu as Group Head Greater China (14/9/23). Jack Wu has more than 30 years of banking experience including 23 years of private banking experience in Greater China Region at Standard Chartered Bank (China Market Team Lead), HSBC, Credit Suisse & UBS. Julius Baer: “Julius Baer today announced several key leadership appointments to further strengthen our Greater China business, a strategic priority for the Bank. These appointments will drive growth and ensure the continued delivery of best-in-class services to clients.” More info below:
“ Swiss Private Bank Julius Baer Appoints Josephine Wang as Group Head Greater China & Rocky Ma as Team Head Greater China, Hires Deutsche Private Bank Andrew Lam as Team Head Greater China “
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David Shick, Head Greater China & Branch Manager Hong Kong: “These recent appointments are instrumental in seizing business opportunities within the significant Greater China region. With their wealth management expertise and impressive track record, these leaders will contribute to strengthening our presence in this crucial market. Furthermore, these appointments underscore our dedication to both talent acquisition and in-house people development and to provide best-in-class services to our clients throughout Greater China.”
Swiss Private Bank Julius Baer Appoints Josephine Wang as Group Head Greater China & Rocky Ma as Team Head Greater China, Hires Deutsche Private Bank Andrew Lam as Team Head Greater China
Julius Baer David Shick Josephine Wang, Julius Baer Group Head Greater China Effective 1st January 2024, Josephine Wang has been promoted to Group Head Greater China, focusing on the Mainland China market and will report to David Shick. With over 25 years of experience primarily serving clients in Greater China, Josephine brings a wealth of expertise and a proven track record of success. Her leadership will be instrumental in expanding Julius Baer’s Greater China franchise.
Rocky Ma, Julius Baer Team Head Greater China
Effective 1st January 2024, Rocky Mak takes on a new role as Team Head Greater China. Joining Julius Baer in 2016, Rocky brings more than 10 years of relationship management and investment advisory experience to his new role as Team Head Greater China, . He will report to Edward Chow, Group Head Greater China. His proven ability to coach bankers, develop business, and deliver exceptional client service will be invaluable assets in driving continued growth.
Andrew Lam, Julius Baer Team Head Greater China
Andrew Lam has joined as Team Head Greater China (effective 23 November 2023), reporting to Salina Cheung, Group Head Greater China. Andrew joined Julius Baer with over two decades of experience in the Greater China market. Previously, he held leadership positions at Deutsche Bank and China Construction Bank Asia, demonstrating his deep understanding of the market and lead successful teams.
Julius Baer Hires Standard Chartered Private Bank Jack Wu as Group Head Greater China, 23 Years of Private Banking Experience in Greater China Region at Standard Chartered, HSBC, Credit Suisse & UBS
Julius Baer Group Head Greater China Jack Wu 16th September 2023 – Julius Baer has hired Standard Chartered Private Bank Jack Wu as Group Head Greater China (14/9/23). Jack Wu has more than 30 years of banking experience including 23 years of private banking experience in Greater China Region at Standard Chartered Bank (China Market Team Lead), HSBC, Credit Suisse & UBS. Jack Wu as Julius Baer Group Head Greater China, is based in Hong Kong.
David Shick, Julius Baer Head Greater China & Branch Manager Hong Kong:
Julius Baer Head Greater China & Branch Manager Hong Kong David Shick “This appointment underscores our unwavering commitment to serving the Greater China region and investing in exceptional talent to fuel our business growth. We recognize the immense potential and opportunities within this dynamic market. Jack, together with our existing Greater China team leaders’ deep market insights and established relationships, will undoubtedly be invaluable in driving our continued success.”
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