The 2025 Investment Day | 2025 Family Office Summits | Family Office Circle
Investment / Alternatives Summit - March / Oct / Nov
Investment Day - March / July / Sept / Oct / Nov
Private Wealth Summit - April / Oct / Nov
Family Office Summit - April / Oct / Nov
View Events | Register
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 $30 billion.
Swiss Private Bank Julius Baer Announced Executive Board Appointments in 2024, Julius Baer CEO Philipp Rickenbacher, COO Nic Dreckmann, Head of Asia Jimmy Lee, Head of Emerging Markets Rahul Malhotra, Head of Intermediaries & Family Offices Thomas Frauenlob, Chief Investment Officer Yves Bonzon & Head of Wealth Management Solutions Nicolas de Skowronski
11th October 2023 | Hong Kong
Swiss private bank Julius Baer has announced new Executive Board appointments in 2024 – Julius Baer CEO Philipp Rickenbacher, COO & Deputy CEO Nic Dreckmann, Head of Asia Jimmy Lee, Head of Emerging Markets Rahul Malhotra, Head of Intermediaries & Family Offices Thomas Frauenlob, Chief Investment Officer Yves Bonzon & Head of Wealth Management Solutions Nicolas de Skowronski. Julius Baer CEO Philipp Rickenbacher: “Creating value for our clients and stakeholders is at the heart of our purpose – it is the key to our success. Our organisational structure and freshly composed leadership team, with its blend of in-house and new talent, will create the momentum and continuity needed to achieve our targets. It is also the optimal structure to fuel Julius Baer’s ability to capitalise on the growth opportunities in the wealth management industry.” See below for all appointments effective 2024:
“ Swiss Private Bank Julius Baer Announced Executive Board Appointments in 2024, Julius Baer CEO Philipp Rickenbacher, COO Nic Dreckmann, Head of Asia, Jimmy Lee Head of Emerging Markets Rahul Malhotra, Head of Intermediaries & Family Offices Thomas Frauenlob, Chief Investment Officer Yves Bonzon & Head of Wealth Management Solutions Nicolas de Skowronski “
Caproasia Access | Events | Summits | Register Events | The Financial Centre
The 2025 Investment Day | 2025 Family Office Summits | Family Office Circle
Basic Member: $5 Monthly | $60 Yearly
Newsletter Daily 2 pm (Promo): $20 Monthly | $180 Yearly (FP: $680)
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.
Visit | Register here
10th April & 16th Oct Hong Kong Ritz Carlton | 24th 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
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.
Visit | Register here
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.
Visit | Register here
Changes effective 2024 – Yves Robert-Charrue decided to leave the Group at the beginning of 2024 and will therefore step down from the Executive Board. Beatriz Sanchez will also step down from the Executive Board, reflecting her wish to relinquish operational responsibilities, and assume the strategic role of Chair of Americas at Julius Baer as of January 2024.
CEO Philipp Rickenbacher: “The unrivalled position that Julius Baer enjoys today in Switzerland, Europe, and the Middle East is an outstanding achievement of Yves Robert-Charrue and his teams. A highly esteemed and valued colleague since 2009, I would like to thank Yves for his leadership and loyalty and wish him the very best for his professional and personal future.
Betty Sanchez has been invaluable in re-structuring the Americas business and positioning it for renewed growth. I am immensely grateful for her great contribution and delighted that she will continue to work with us in her new role.”
Swiss Private Bank Julius Baer Announced Executive Board Appointments in 2024
9th October 2023 – As of the beginning of 2024, Julius Baer Group complements its leadership team through a number of in-house promotions and select new hires. The Executive Boards of Julius Baer Group Ltd. and Bank Julius Baer & Co. Ltd. will both consist of the following individuals:
- Philipp Rickenbacher, Chief Executive Officer
- Nic Dreckmann, Chief Operating Officer & Deputy Chief Executive Officer
Regions and clients:
- Sonia Gössi, Switzerland & Europe
- Carlos Recoder Miralles, Americas & Iberia
- Rahul Malhotra, Emerging Markets1
- Jimmy Lee, Asia
- Thomas Frauenlob, Intermediaries & Family Offices
- Sandra Niethen, Client Strategy & Experience
Products and solutions:
- Luigi Vignola, Markets
- Yves Bonzon, Investment & Wealth Management Solutions, Chief Investment Officer
- Nicolas de Skowronski, Investment & Wealth Management Solutions, Wealth Management Solutions
Strategy, stakeholder relations, and corporate functions:
- Evie Kostakis, Chief Financial Officer
- Guido Ruoss, Chief Human Resources Officer & Corporate Affairs
- Oliver Bartholet, Chief Risk Officer
- Christoph Hiestand, Group General Counsel
New Julius Baer Executive Board members
- Sonia Gössi, Switzerland & Europe, will join Julius Baer on 1 January 2024 from UBS, where she was Sector Head Wealth Management Europe International North. She started her career in audit and business consulting and joined UBS in 2004, where she held senior client-facing roles in wealth management as well as various risk control and risk management positions.
- Carlos Recoder Miralles, Americas & Iberia, today Head Western, Northern Europe & Luxembourg at Julius Baer, joined the Group in 2016 from Credit Suisse, where he started his career in private banking in 1997 and last held the role as Head Private Banking Western Europe.
- Rahul Malhotra, Emerging Markets, is currently responsible for Julius Baer’s Global India franchise (onshore and non-resident), Japan, and Asian clients served out of Switzerland and Japan. He joined from J.P. Morgan in 2021. Rahul will be based primarily in Dubai, recognising the financial hub’s central role for these growth markets.
- Thomas Frauenlob, Intermediaries & Family Offices, will join on 1 April 2024 from UBS. He is currently the Head of UBS’s Global Financial Intermediaries Business and was previously in charge of their Swiss Global Family Office and Ultra High Net-Worth franchise. He started at UBS in 2010 as Head Equities Switzerland, following roles in the institutional business of Deutsche Bank and Goldman Sachs.
- Sandra Niethen, Client Strategy & Experience, is currently Chief of Staff and Head of Strategy at Julius Baer, a role she has held since 2020. Her financial services career of over 20 years spans a number of senior positions in private wealth and asset management, in international client-facing, strategy development, and sales management roles at Deutsche Bank and DWS.
- Guido Ruoss, Chief Human Resources Officer & Corporate Affairs, has been Global Head Human Resources at Julius Baer since 2015. Previously he was responsible for business and product management in the Bank’s Investment Solutions division. He joined Julius Baer in 2008, after several years in the asset management and alternative investment industry.
- Christoph Hiestand, Group General Counsel, has been with Julius Baer since 2001 and has held the role of Group General Counsel since 2009. Before joining the Bank, he worked as an attorney- at-law in law firms in Germany and Switzerland.
About Julius Baer
Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. In all we do, we are inspired by our purpose: creating value beyond wealth. At the end of June 2023, assets under management amounted to CHF 441 billion. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks. Julius Baer is present in around 25 countries and over 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
For Investment Managers, Hedge Funds, Boutique Funds, Private Equity, Venture Capital, Professional Investors, Family Offices, Private Bankers & Advisors, sign up today. Subscribe to Caproasia and receive the latest news, data, insights & reports, events & programs daily at 2 pm.
Join Events & Find Services
Join Investments, Private Wealth, Family Office events in Hong Kong, Singapore, Asia-wide. Find hard-to-find $3 million to $300 million financial & investment services at The Financial Centre | TFC. Find financial, investment, private wealth, family office, real estate, luxury investments, citizenship, law firms & more. List hard-to-find financial & private wealth services.
Have a product launch? Promote a product or service? List your service at The Financial Centre | TFC. Join interviews & editorial and be featured on Caproasia.com or join Investments, Private Wealth, Family Office events. Contact us at angel@caproasia.com or mail@caproasia.com
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?
The 2025 Investment Day | 2025 Family Office Summits | Family Office Circle
2020 List of Private Banks in Hong Kong
2020 List of Private Banks in Singapore
2020 Top 10 Largest Family Office
2020 Top 10 Largest Multi-Family Offices
2020 Report: Hong Kong Private Banks & Asset Mgmt - $4.49 Trillion
2020 Report: Singapore Asset Mgmt - $3.48 Trillion AUM
For Investors | Professionals | Executives
Latest data, reports, insights, news, events & programs
Everyday at 2 pm
Direct to your inbox
Save 2 to 8 hours per week. Organised for success
Register Below
Get Ahead in 60 Seconds. Join 10,000 +
Save 2 to 8 hours weekly. Organised for Success.
Sign Up / Register
Please click on desktop.
Caproasia Users
- Manage $20 million to $3 billion of assets
- Invest $3 million to $300 million
- Advise institutions, billionaires, UHNWs & HNWs
Caproasia Platforms | 11,000 Investors & Advisors
- Caproasia.com
- Caproasia Access
- Caproasia Events
- The Financial Centre | Find Services
- Membership
- Family Office Circle
- Professional Investor Circle
- Investor Relations Network
Monthly Roundtable & Networking
Family Office Programs
The 2025 Investment Day
- March - Hong Kong
- March - Singapore
- July - Hong Kong
- July - Singapore
- Sept- Hong Kong
- Sept - Singapore
- Oct- Hong Kong
- Nov - Singapore
- Visit: The Investment Day | Register: Click here
Caproasia Summits
- The Institutional Investor Summit
- The Investment / Alternatives Summit
- The Private Wealth Summit
- The Family Office Summit
- The CEO & Entrepreneur Summit
- The Capital Markets Summit
- The ESG / Sustainable Investment Summit
Contact Us
For Enquiries, Membershipmail@caproasia.com, angel@caproasia.com
For Listing, Subscription
mail@caproasia.com, claire@caproasia.com
For Press Release, send to:
press@caproasia.com
For Events & Webinars
events@caproasia.com
For Media Kit, Advertising, Sponsorships, Partnerships
angel@caproasia.com
For Research, Data, Surveys, Reports
research@caproasia.com
For General Enquiries
mail@caproasia.com
a financial information technology co.
since 2014
