Julius Baer Names Hong Kong Head of Fund Specialists

1 min readDec 8, 20218:09 AM

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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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What this means

Julius Baer's internal promotion of Jeffrey Tam to Head of Fund Specialists in Hong Kong is a deliberate step, demonstrating confidence in existing talent while bolstering its Greater China advisory capabilities. This appointment directly pressures rivals like HSBC Private Bank, which has also made key market head appointments in Taiwan and Offshore China, to ensure their own regional specialisation remains competitive. Given Tam’s background in hedge funds and portfolio advisory, Julius Baer risks over-specialising its offering without broader product diversification. The firm’s decision to elevate from within suggests a stable, yet potentially conservative, approach compared to rivals. Watch for Julius Baer’s next hiring decisions within its fund advisory unit.

Minjun Park · Retail News Asia newsroom

Questions & Answers

What is Jeffrey Tam's new role at Julius Baer?

Jeffrey Tam has been appointed as Julius Baer’s head of fund specialists Hong Kong. In this position, he will oversee fund advisory services for Greater China clients, covering both traditional and alternative investments.

When did Jeffrey Tam first join Julius Baer?

Jeffrey Tam first joined Julius Baer in 2018. Before his promotion to head of fund specialists in Hong Kong, he was a fund specialist at Deutsche Bank Wealth Management, focusing on hedge funds.

What was Jeffrey Tam's previous experience before joining Julius Baer?

Prior to joining Julius Baer, Jeffrey Tam worked as a fund specialist at Deutsche Bank Wealth Management, where he specialised in hedge funds. He began his career at Citi Private Bank as a portfolio advisor for client investments.

Who commented on Jeffrey Tam's promotion?

Donald Rice, Julius Baer’s Asia head of fund specialists, commented on Jeffrey Tam's promotion. He stated that the appointment reflects the depth of talent within their team, expressing pleasure at the news.

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