Citi Private Bank has appointed Julie Koo as Head of Citi Investment Management Sales for Asia Pacific.
Citi Private Bank has appointed Julie Koo as its Head of Citi Investment Management (CIM) Sales for Asia Pacific, it announced via a press release.
Koo was most recently at UBS where she was the Head of Institutional Distribution for Asia Pacific and Head of the overall Hong Kong business for UBS Asset Management–a role she left in late December 2017.
Koo will lead sales of the private bank’s discretionary investment management capabilities in the region, covering equities, fixed income and multi-asset class mandates as well as sales of third-party mutual funds, hedge fund, private equity and real estate offerings.
Koo will be based in Hong Kong and will report to Roger Bacon, Head of Investments for Asia Pacific, as well as Stephanie Luedke and Dan O’Donnell, Global Heads of CIM and CIM Alternatives respectively.
Koo succeeds Adam Proctor, who was appointed Global Market Manager for Singapore, Australia and New Zealand earlier this year.
Koo has more than two decades of experience in the asset management business with roles at Fidelity and HSBC in addition to her role at UBS.
Citi Private Bank currently has approximately USD460 billion in global assets under management, with clients across 116 countries.
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