Julius Baer Launches In Shanghai, Names Chief
Tara Loader Wilkinson – Asia Editor
The bank has named former-Credit Suisse executive Yan Sun as the chief representative officer. She reports directly to Thomas Meier, chief executive of Asia and a member of the executive board. Prior to joining Julius Baer in January 2011, Sun was the chief representative of Credit Suisse investment bank’s Shanghai office.
The bank said in a statement that Sun was instrumental in the process to receive the representative license from the regulator, the China Banking Regulatory Commission.
The role of the Shanghai representative office will be to function as a business liaison between Julius Baer, local regulators and local companies in China, to conduct market research into the wealth management industry in China, to provide consultancy to the rest of the Julius Baer Group in relation to the wealth management in China and to promote the brand within the region.
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