Advisory Director, Wealth and Asset Management
Ricardo is an Advisory director in Hong Kong specialised in wealth and asset management. Ricardo has deep expertise in the front and middle offices of wealth and asset management firms. He has been working in Switzerland and Hong Kong. Ricardo started his career in the Group Finance function of UBS in Zurich and subsequently became the COO for the wealth management business serving the Brazil and Iberia offshore markets out of Switzerland. He then moved to UBS Asset Servicing, where he focused on institutional wealth management clients such as family offices, financial intermediaries and private label funds. He transferred to Hong Kong to build the Greater China Asset Servicing offering around global custody, securities lending, fund structuring and investment analytics for institutional wealth management clients in the region. Ricardo has a keen interest in emerging technologies and co-founded a venture firm focused on financial technology based in Hong Kong prior to joining KPMG.