Company

Julius Baer

Index

UHNW Wealth Managers

HNW Wealth Managers

Wealth Managers - Hong Kong

Location

Hong Kong

Advice type

Private banking

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

China

Customer Type

Private banker

David Shick

Spear's Review

Hong Kong is one of Julius Baer’s two major booking centres in Asia and David Shick runs the office's client-facing side. Some 50 per cent of his client-base is accounted for by UHNWs, a further 30 per cent are HNWs and the remainder are ‘affluent’. ‘We’ve been very successful in this market,’ he says.

Shick believes that periods of significant financial upheaval have 'made relationship managers more productive,' but market fundamentals remain unchanged. 'A low interest rate environment and plenty of liquidity, all driven by new tech products – these are things that will continue to be attractive to financial investors.’

Rank: Top Recommended

Top Recommended 2023, UHNW Wealth Managers

Share on
Network Connections

Top Flight

Article image

Patrick Wilson

Julius Baer

HNW Wealth Managers

London

Top Flight 2023 HNW Wealth Managers

Top Recommended

Article image

Craig Allen

Julius Baer

HNW Wealth Managers

Saint Peter Port

Top Recommended 2023 HNW Wealth Managers

Top Recommended

Article image

Andrew Phillips

Julius Baer

HNW Wealth Managers

Saint Peter Port

Top Recommended 2023 HNW Wealth Managers

Top Recommended

Article image

Gilles Stuck

Julius Baer

UHNW Wealth Managers

Switzerland

Top Recommended 2023 UHNW Wealth Managers

Top Recommended

Article image

Mazy Moghadam

Julius Baer

UHNW Wealth Managers

London

Top Recommended 2023 UHNW Wealth Managers

Top Recommended

Article image

Laurent Natta

Julius Baer

UHNW Wealth Managers

Monaco

Top Recommended 2023 UHNW Wealth Managers

Top Recommended

Article image

Christopher Pinsent

Julius Baer

UHNW Wealth Managers

London

Top Recommended 2023 UHNW Wealth Managers

Top Recommended

Article image

Andreas Feller

Julius Baer

UHNW Wealth Managers

Switzerland

Top Recommended 2023 UHNW Wealth Managers

Recommended

Article image

Ryan Perry

Julius Baer

HNW Wealth Managers

London

Recommended 2023 HNW Wealth Managers

Recommended

Article image

Adam Gray

Julius Baer

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

Tiffany Troxel

Julius Baer

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

Jim Barrett

Julius Baer

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

Jim Bouley

Julius Baer

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Article image

Jonathan Gough

Julius Baer

UHNW Wealth Managers

Article image

Jean-Luc Le Tocq

Julius Baer

Wealth Managers

Saint Peter Port

Article image

Michelle White

Julius Baer

Wealth Managers

London