Swiss Private Bank Julius Baer Hires ex-JP Morgan Private Bank Serena Wong as Senior Relationship Manager Based in Zurich, 24 Years of Financial Industry Experience Including at JP Morgan Private Bank, Societe Generale Corporate & Investment Banking & Singapore Sovereign Wealth Fund GIC
7th May 2024 | Hong Kong
Swiss private bank Julius Baer has hired ex-JP Morgan Private Bank Serena Wong as Senior Relationship Manager based in Zurich. Serena Wong has 24 years of financial industry experience including at JP Morgan Private Bank (Head of Indonesia), Societe Generale Corporate & Investment Banking & Singapore sovereign wealth fund GIC. Announcement (6/5/24): “Serena Wong has joined Julius Baer as a Senior Relationship Manager based in Zurich. She reports to Christian Cappelli (Julius Baer Head Asia Switzerland). With over two decades of experience in the financial industry, Serena brings to the Bank invaluable knowledge and expertise in the global wealth management sector. She has worked in financial hubs including New York, Paris and Singapore … … In our Asia Switzerland team, we recently welcomed Fernando Kresna Baay as a Team Head, Jacqlyn Mak and Christophe Amadieu as Senior Relationship Managers and Abraham Ara a Relationship Manager.”
“ Swiss Private Bank Julius Baer Hires ex-JP Morgan Private Bank Serena Wong as Senior Relationship Manager Based in Zurich, 24 Years of Financial Industry experience Including at JP Morgan Private Bank, Societe Generale Corporate & Investment Banking & Singapore Sovereign Wealth Fund GIC “
Julius Baer Head Asia Switzerland, Christian Cappelli: “This appointment reaffirms our steadfast commitment to serving the Asia region from Zurich and investing in top-tier talent to drive our business growth. With her extensive industry expertise and deep regional knowledge, we are well-positioned to provide best-in-class service to our clients.”
Swiss Private Bank Julius Baer & Thailand Siam Commercial Bank Joint Venture SCB Julius Baer Appoints Peerapong Jirasevijinda as New CEO Succeeding Lalitphat Toranavikra
27th April 2024 – Swiss private bank Julius Baer & Thailand Siam Commercial Bank wealth management joint venture in Thailand SCB Julius Baer has appointed Peerapong Jirasevijinda as the new SCB Julius Baer CEO succeeding Lalitphat Toranavikra (17/4/24). Announcement (22/4/24): “SCB-Julius Baer Securities Co., Ltd. (SCB Julius Baer), the strategic wealth management joint venture between Siam Commercial Bank (SCB) and Julius Baer announced today the appointment of Peerapong Jirasevijinda as the new Chief Executive Officer to lead SCB Julius Baer and drive further growth in the wealth management segment in Thailand. Peerapong brings over 27 years of financial investment experience from leading institutions, covering a wide range of investment products and across multiple asset classes. He brings to SCB Julius Baer his expertise in business management and generating growth opportunities, as well as in creating bespoke investment strategies for clients. Current CEO Lalitphat Toranavikrai will remain a Member of the Board of Directors of SCB Julius Baer, where she will continue to support and drive the company’s strategic policy. A stalwart of SCB since 2008, Lalitphat has held several senior management positions in wealth management, and her career prior to SCB includes significant roles at RBS Coutts in Singapore, and as Deputy Head of Corporate and Investment Banking at BNP Paribas Thailand. SCB Julius Baer is a merger of Julius Baer’s over 130-year wealth management legacy and Siam Commercial Bank’s focus on ultra-high-net-worth and high-net-worth clients in Thailand. It aims to optimise value and broaden investment opportunities globally for Thai clients seeking to diversify their portfolios.”
Kris Chantanotoke, Chief Executive Officer of Siam Commercial Bank and Member of the Board of Directors, SCB-Julius Baer Securities Co. Ltd: “We are extremely pleased to announce the appointment of Peerapong as the new Chief Executive Officer. Peerapong is a seasoned executive in the financial investment sector, with over 27 years of experience in capital markets, having deep expertise in the national mutual fund industry covering all aspects of wealth management. We are confident that under Peerapong’s leadership, he will be able to drive growth and achieve the goals set for the wealth management business of SCB Julius Baer, cementing our position as the wealth management leader in Thailand. We are dedicated to offering world-class standard services to our clients, reaffirming the commitment of SCB Julius Baer’s ‘Your Legacy. Our Promise.’ through maintaining value and helping our key clients with growing their wealth and managing wealth transfer across generations.”
Jimmy Lee, Member of the Executive Board, Julius Baer, Head Region Asia and Member of the Board of Directors, SCB-Julius Baer: “I am delighted to have Peerapong lead our business going forward and would like to express my deepest appreciation to Lalitphat who grew our business into the largest foreign private bank in Thailand today. Peerapong will leverage his extensive background and network in financial investment to further drive growth for SCB Julius Baer. We continue to present the best of our long-standing traditions and unwavering commitment to excellence and innovation, and this progression is testament to our pledge to provide unparalleled service and advice to our clients, and to our confidence in the synergy of Peerapong’s leadership and Lalitphat’s strategic experience.”
About SCB Julius Baer
SCB Julius Baer is a strategic and pioneering joint venture established by The Siam Commercial Bank (SCB) and Julius Baer to bring the best of global wealth management to Thailand. The joint venture delivers the most relevant and impactful advice and solutions to the growing high net worth and ultra high net worth clientele in Thailand. It combines SCB’s strong reputation and domestic expertise with Julius Baer’s full offering of international wealth management capabilities for Thai clients in Asia.
About The Siam Commercial Bank
The Siam Commercial Bank PCL established by Royal Charter in 1906 as the first Thai bank is one of Thailand’s leading universal banks. As of March 2019, SCB’s total market capitalization was THB 449 Bn and the Bank was Thailand’s largest commercial bank in terms of total assets (THB 3,200 Bn). Its network of branches and service points offers nationwide coverage.
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 2023, assets under management amounted to CHF 427 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.
Swiss Private Bank Julius Baer Appoints Benjamin Sim as Group Head Greater China Singapore, Joined Julius Baer in 2016 & Held Senior Roles Including COO Singapore & COO Hong Kong, COO Asia Andreas Zingg Takes on Additional Role of COO Singapore
17th April 2024 – Swiss private bank Julius Baer has appointed Benjamin Sim as Group Head Greater China Singapore (1/6/24). Benjamin Sim had joined Julius Baer in 2016, and held senior roles at Julius Baer including COO Singapore & COO Hong Kong (Chief Operating Officer). Julius Baer COO Asia Andreas Zingg will take on the additional role of COO Singapore (from Benjamin Sim). Benjamin Sim as Group Head Greater China Singapore, will report to Yee Kim Tan (Market Head Greater China Singapore). Announcement: “Ben joined Julius Baer in 2016 and brings extensive experience in business management and operations across Hong Kong and Singapore. Previously, he served as Deputy Branch Manager and COO Singapore, overseeing efficient COO services across the Singapore platform and supporting branch related matters. Before relocating to Singapore in 2020, he held the role of COO Hong Kong. Prior to joining Julius Baer, Ben held positions at Credit Suisse and HSBC. While assuming his new role, Ben will continue as Deputy Branch Manager Singapore. Meanwhile, Andreas Zingg, COO Asia, will take over as COO Singapore in addition to his existing responsibilities.” In March 2024, Julius Baer hired Credit Suisse Malcolm Tay as Group Head South East Asia (4/3/24), joining from Credit Suisse where he was the Deputy Market Group Head & Market Leader for Indonesia. Malcolm Tay has 35 years of private banking & wealth management experience at Citi Private Bank, Merrill Lynch, Deutsche Bank & Credit Suisse. More info below:
Yee Kim Tan, Julius Baer Market Head Greater China Singapore: “This appointment underscores our commitment to strengthening our presence in Greater China Singapore. With his leadership, we aim to enhance our market position, expand our client based and drive innovation in this important market, solidifying Julius Baer’s position as a leading wealth manager in the region. This also reflects our dedication to internal mobility, showcasing talent within Julius Baer.”
Swiss Private Bank Julius Baer Hires Credit Suisse Malcolm Tay as Group Head South East Asia, 35 Years of Private Banking & Wealth Management Experience at Citi Private Bank, Merrill Lynch, Deutsche Bank & Credit Suisse
4th March 2024 – Swiss private bank Julius Baer has hired Credit Suisse Malcolm Tay as Group Head South East Asia (4/3/24), joining from Credit Suisse where he was the Deputy Market Group Head & Market Leader for Indonesia. Malcolm Tay has 35 years of private banking & wealth management experience at Citi Private Bank, Merrill Lynch, Deutsche Bank & Credit Suisse. Malcolm Tay started his career at Citibank in 1989 in the Management Associate Program (Client Relationship Manager to high net worth clients based in Singapore & Malaysia from 1989 to 1997), and in 1997 was appointed as Citi Private Bank Co-Head of Indonesia Onshore Private Bank (1997-2001). In 2001, Malcolm Tay joined Merrill Lynch as Senior Client Partner (Private Bank), and in 2003 joined Deutsche Bank where he last held the role of Group Head of Southeast Asia) before joining Credit Suisse in 2021 as Deputy Market Group Head of Indonesia & Member of Executive Committee APAC. Based in Singapore, Malcolm Tay reports to Yee Chin Lit (Julius Baer Market Head South East Asia). Julius Baer: “Malcolm’s appointment is effective from 4 March 2024. This is a newly created role, and he will be based in Singapore, reporting to Yee Chin Lit, Market Head South East Asia (SEA). The Bank’s franchise in Asia stands at a pivotal growth juncture. Leveraging Malcolm’s extensive experience, established client relationships, and deep market insights, Julius Baer is dedicated to accelerating its expansion and enhancing its service offerings to ultra-high-net-worth individuals in Indonesia and SEA. Malcolm’s appointment is a key step in the Bank’s strategy to consolidate leadership and foster growth throughout SEA.” On Julius Baer’s growth in Asia: “Julius Baer is ranked as the largest pure-play wealth manager in Asia and the second largest bank in Switzerland (by market capitalisation). Known as the Bank’s second home market, a quarter of Julius Baer’s total assets under management and global workforce are based in Asia. Julius Baer has the broadest onshore and offshore footprint in the industry amongst its pure-play peers. The Bank’s strong presence in key markets like Hong Kong, Singapore, Thailand, Japan and China, as well as its Asia Switzerland desk ensures that its clients are covered across Asia and beyond allowing them to seize global investment opportunities and leverage international expertise, and to safeguard their legacies. Demonstrating its commitment to attracting the best talent, the Bank recently welcomed Jason Gan and Mun Joo Ng as Team Heads for South East Asia.” In January 2024, Julius Baer announced the hiring of Credit Suisse Ng Mun Joo as Team Head South East Asia (15/1/24), a private banking veteran with 18 years of private banking experience at Credit Suisse (Senior Team Leader, Singapore Desk) & Citi Private Bank (Head of Strategic Marketing, UHNW Relationship Manager). Based in Singapore, Ng Mun Joo will report to Kevin Tay, who is Julius Baer Group Head of Southeast Asia.
Julius Baer Market Head South East Asia, Yee Chin Lit: “We are delighted to have Malcolm join Julius Baer, demonstrating our ability to attract top talent to the industry. His appointment not only reinforces the depth and strength of our leadership bench but also underscores our dedication to Asia as an important second home market for us. Malcolm’s exceptional track record and expertise will be instrumental in driving our growth and enhancing our position in this key region.”
Swiss Private Bank Julius Baer Hires Credit Suisse Ng Mun Joo as Team Head South East Asia, 18 Years of Private Banking Experience at Credit Suisse & Citi Private Bank
11th January 2024 – Swiss private bank Julius Baer has announced the hiring of Credit Suisse Ng Mun Joo as Team Head South East Asia (15/1/24), a private banking veteran with 18 years of private banking experience at Credit Suisse (Senior Team Leader, Singapore Desk) & Citi Private Bank (Head of Strategic Marketing, UHNW Relationship Manager). Based in Singapore, Ng Mun Joo will report to Kevin Tay, who is Julius Baer Group Head of Southeast Asia. Julius Baer: “South East Asia is an important region for Julius Baer’s Asia franchise and we are committed to capturing significant opportunities in the wealth management industry here. We continue to focus on expanding our business and our team by making key strategic hires to drive our growth in this vibrant region. In December 2023, Julius Baer appointed 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. 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
13th December 2023 – 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:
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
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
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:
“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.”
Sign Up / Register
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 2024 Investment Day
- March 2024 - Hong Kong
- March 2024 - Singapore
- July 2024 - Hong Kong
- July 2024 - Singapore
- Sept 2024 - Hong Kong
- Sept 2024 - Singapore
- Oct 2024 - Hong Kong
- Nov 2024 - 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
