Posted inPeople Moves

Julius Baer makes key appointments to expand its Greater China business

The Swiss private bank has bolstered its leadership team to grow its business in the region.
Two flags. People's Republic of China and Taiwan.

Josephine Wang has been promoted to group head Greater China, effective 1 January 2024. With over 25 years of experience primarily serving clients in Greater China, Wang will focus on the mainland China market and will report to David Shick.

Rocky Mak takes on a new role as team head Greater China. He joined Julius Baer in 2016 and has more than 10 years of relationship management and investment advisory experience. He will report to Edward Chow, Group Head Greater China, and he also starts in his new position on 1 January.

Andrew Lam has joined the bank as team head Greater China, effective 23 November 2023. He will report to Salina Cheung, group head Greater China.

Lam has two decades of experience in the Greater China market, and previously he held leadership positions at Deutsche Bank and China Construction Bank Asia.

“These recent appointments are instrumental in seizing business opportunities within the significant Greater China region,” said David Shick, head Greater China and branch manager Hong Kong, in a statement.

Julius Baer also said that Jack Wu joined as group head Greater China in September 2023. Wu has more than 30 years of banking experience, including 23 years specialising in private banking in the region.

He was previously China Market Leader at Standard Chartered Private Bank, and has held senior positions at HSBC Private Bank and Credit Suisse, where he focused on serving clients in Greater China.

Asia accounts for about a quarter of Julius Baer’s total assets under management and global workforce, with Singapore and Hong Kong the second and third largest group locations by employees, according to the firm.

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