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December 9, 2021

Julius Baer names new fund specialists head in Hong Kong

By Verdict Staff

Julius Baer has elevated Jeffrey Tam as its new head of Fund Specialists in Hong Kong, as part of a move to strengthen its focus on the fund business.

As Fund Specialists head, Tam will focus on funds advisory for the Swiss wealth management group’s clients in Greater China, covering both traditional and alternative investments.

He will be based in Hong Kong.

Commenting on the appointment, Bank Julius Baer head of Fund Specialists Asia Donald Rice said: “We are pleased to announce that Jeffrey Tam has been promoted to take up the role of Head of Fund Specialists Hong Kong, which is a testimony to the depth of talent in our team.”

Tam joined Bank Julius Baer in 2018.

Prior to that, he worked as a funds specialist at Deutsche Bank Wealth Management for three years and was responsible for traditional and alternative fund offerings with focus on hedge funds.

Before that he worked with Citi Private Bank as a portfolio adviser, managing investment portfolios of the bank’s clients.

Recent appointments

Last month, Julius Baer appointed Kevin Tay to the newly created role of head of wealth planning and family office services in Singapore.

In October, the Swiss bank hired Yvan Wicht as its group head for the Middle East & Africa, working out of Geneva.

In September, Julius Baer hired three senior-level professionals to boost its presence in Moscow. Vladislav Metnev joined the bank as an investment adviser while Daria Matusevich and Ekaterina Ardasova were appointed as relationship managers.

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