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You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
Top Headlines in the Last 7 Days
(27th Nov – 3rd Dec 2017)
No. 1 Julius Baer CEO Boris F.J. Collardi Resigns, Bernhard Holder Appointed CEO
Julius Baer CEO Boris F.J. Collardi has resigned and will leave with immediate effect. The Board of Directors has appointed Bernhard Hodler, Chief Risk Officer as Chief Executive Officer with immediate effect.
Bernhard Holder, currently the Chief Risk Officer of Julius Baer, was named deputy to the CEO in September 2017. He has been a member of Julius Baer’s senior executive team since 1998 and has held various senior positions, including Chief Operating Officer and President of the Management Committee of the Bank. Learn More …
The 2025 Investment Day
Hong Kong | Singapore
March / July / Sept / Oct / Nov
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place in Hong Kong and in Singapore. Every March, July, Sept, Oct & Nov.
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The 2025 Family Office Summit10th April & 16th Oct Hong Kong St Regis | 17th April & 6th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2025 Family Office Summit | Register here
2025 Investment / Alternatives Summit
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
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2025 Private Wealth Summit
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit. Join as delegate, speaker, presenter, partner & sponsor.
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No. 2 Ex-Julius Baer CEO Boris Collardi to Join Pictet as Managing Partner
Pictet Group has appointed Boris Collardi, ex-CEO of Julius Baer, to join the board of Partners with effect from mid-2018. He will be jointly responsible for Pictet’s global wealth management business, alongside Rémy Best, the managing Partner who has had sole charge of this division since December 2014.
Boris Collardi will join the existing six managing Partners, who are, in order of seniority, Nicolas Pictet, Renaud de Planta, Rémy Best, Marc Pictet, Bertrand Demole and Laurent Ramsey. He was previously the CEO of Julius Baer, where he joined in October 2009. Learn More …
No. 3 UBS Appoints Winfried Gutmannsbauer as COO for Asia-Pacific
UBS has appointed Winfried Gutmannsbauer as Chief Operating Officer (COO) for WM APAC with effect from 1st January 2018. He will report to Dirk Klee, UBS WM COO, Kathryn Shih, President UBS Asia Pacific and Edmund Koh, Head of UBS Wealth Management APAC. He succeeds Geoffroy de Ridder and Andreas Neuber.
He is currently a Member of the Executive Board of UBS Switzerland, Operating Head WM Booking Center Switzerland & Emerging Market Locations, Head WM Omnichannel Management and Joint Chief Operating Officer UBS Switzerland. Learn More …
No. 4 Standard Chartered Hires Jimmy Chang as Head of Wealth Markets Products Sales
Standard Chartered has hired Jimmy Chang as Head of Wealth Markets Products Sales, and is based in Hong Kong. He reports to Alex Welch, Global Head of Wealth Markets Products Sales & Stephen Man, Head of Wealth Management.
Jimmy joins from Huatai Financial Holdings, where he was Managing Director and Head Retail & Private Wealth Management. Prior to Huatai Financial Holdings, he was with UBS. Learn more …
No. 5 Julius Baer Hires Chew Mun-Yew as Market Head Taiwan from UBS
Julius Baer has hired Chew Mun-Yew as Market Head for Taiwan. He will report to David Shick, Head of Private Banking Greater China.
Mun-Yew joins from UBS, where he was Taiwan Country Head. Prior, he was with Carlyle Asia, DBS Group and American Express and Monetary Authority of Singapore. Learn More …
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