12 June 2018

Julius Baer Names Greater China Group Head

Published by Wealthbriefing Asia – 12th June 2018

The Swiss bank, which regards Asia as its second home market, has made a top-level appointment for its Greater China business.

Julius Baer has appointed Vicki Lee as Group Head Greater China. The firm told this publication that it is a newly-created role.

She will report to David Shick, head of private banking for Greater China at the Zurich-listed firm. Lee will be based in Hong Kong, Julius Baer said in a statement yesterday.

With more than 20 years of private banking experience, Lee was previously country team head, China Market, at UBS Wealth Management, where she had worked since 2006. Before that, Lee held senior wealth management roles at HSBC and Standard Chartered Bank.

At the start of this year Julius Baer said it had hired Lionel Poh as a relationship manager in Asia. Poh was formerly an investment advisor at Standard Chartered Private Bank.

Among recent developments, the bank confirmed it is moving from its large two-floor space in Singapore’s Asia Square Tower, moving to the recently-opened Marina One site a short distance away. At the end of June Julius Baer will have moved about 800 employees to the new premises. The new office is said to be able to accommodate up to 1,000 people.