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Julius Baer Makes Top-Level China Appointment
Tom Burroughes
7 June 2013
Swiss private bank Julius Baer, which has stated that Asia
is its “second home market”, has appointed Jacqueline Dong as team head and
senior relationship manager for the Chinese market, this publication can confirm. She was a former managing partner at IAM and Silverhorn
Investment Advisors. She has also been an executive director at Credit Suisse. In her new role, Dong reports to Kaven Leung, chief
executive officer for North Asia at Julius Baer, who said of the appointment in an
email to WealthBriefingAsia: “We are
delighted that Jackie has joined Julius Baer here in Hong
Kong. Jackie is a seasoned professional well-respected for her
experience and knowledge in the China
market.” As reported previously, Julius Baer last week started to
migrate the assets it acquired over a year ago in the purchase of Merrill Lynch’s non-US wealth management business.