Three former executives from UBS Wealth Management Asia Pacific have teamed up to launch an investment and advisory firm Lioncrest Global in Hong Kong.
The independent boutique firm will focus on serving select institutions, family offices and HNW families and individuals.
The three partners are Peter Tung, Valerie Chou and Johan Riddergard. They have collectively over 60 years of experience in wealth management, asset management and corporate finance.
Tung is a former head of UNHW for Greater China, head of global family office for North Asia and member of the Asia Pacific Wealth Management Executive Committee at UBS.
He also served as a managing director, country manager for Taiwan and Philippines and member of the Asia Management Committee at Morgan Stanley Private Wealth Management.
Chou, who is ex-head of global family office for Asia Pacific at UBS Wealth Management, also worked as managing director and investor representative at Morgan Stanley Private Wealth Management.
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At Morgan Stanley, Chou was responsible to liaise between wealth management and institutional securities group and investment banking respectively. She also worked as portfolio manager at Aetna Investment Management.
Riddergard is a former head of CEO office, head of pricing management and head of strategy and business development at UBS Wealth Management Asia Pacific.
He also served as regional business development officer at Winterthur Life (Asia Pacific Office), and McKinsey & Company consultant and member of its emerging markets financial institutions practice.