Julius Baer Names Hong Kong Head of Fund Specialists
A pedestrian passes a Julius Baer branch in Zurich, Switzerland, on Friday, Feb. 5, 2010. Julius Baer Group Ltd., the 120-year-old Swiss private bank, said net new money in 2009 equaled 4 percent of assets under management, the bottom end of its target range, after losses from an Italian tax amnesty. Photographer: Adrian Moser/Bloomberg

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Zurich-headquartered Julius Baer has bolstered its products unit in Hong Kong with the appointment of a new head of fund specialists in Hong Kong.

Jeffrey Tam has elevated to become Julius Baer’s head of fund specialists Hong Kong, according to a statement, overseeing fund advisory for Greater China clients across traditional and alternative investments.

Tam first joined Julius Baer in 2018 and was previously a fund specialist at Deutsche Bank Wealth Management with a particular specialization on hedge funds. He started his career at Citi Private Bank where he was a portfolio advisor for client investment.

«We are pleased to announce that [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,» Julius Baer’s Asia head of fund specialists Donald Rice.


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