Private Banks

Julius Baer Announces Key Leadership Appointments to Accelerate Business Growth in Greater China

Julius Baer has announced several strategic leadership appointments within its Greater China division.

Josephine Wang has been promoted to the position of Group Head for Greater China, set to commence on January 1, 2024. Bringing over 25 years of experience, mainly in serving clients from Greater China, her primary focus will be on the mainland China market. She will work under the supervision of David Shick.

Rocky Mak is stepping into a new role as Team Head for Greater China. Having been a part of Julius Baer since 2016, Mak possesses over a decade of expertise in relationship management and investment advisory. His new role, which he assumes on January 1, will have him reporting to Edward Chow, the Group Head for Greater China.

Andrew Lam has been appointed as Team Head for Greater China, effective from November 23, 2023, and will be reporting to Salina Cheung, Group Head for Greater China. Lam's career spans two decades, during which he held leadership roles at Deutsche Bank and China Construction Bank Asia.

David Shick, Head of Greater China and Branch Manager of Hong Kong, emphasized the significance of these appointments in capitalizing on business opportunities in the expansive Greater China region.

In another recent development, Jack Wu joined Julius Baer as Group Head for Greater China in September 2023. Wu's career in banking extends over 30 years, with 23 of those years dedicated to private banking in Greater China. His previous roles include China Market Leader at Standard Chartered Private Bank and senior positions at HSBC Private Bank and Credit Suisse, with a focus on the Greater China clientele.

Julius Baer has a significant presence in Asia, with the region contributing to about a quarter of its total assets under management and its global workforce. Notably, Singapore and Hong Kong are the second and third largest group locations by employee count within the firm.