Private Banking Directory

Private Banking Listings

PUBLISHED : Saturday, 25 June, 2016, 4:54pm
UPDATED : Friday, 08 July, 2016, 4:35pm

ABN AMRO Private Banking


BRANCH OFFICES: Hong Kong, Singapore and United Arab Emirates (UAE)


Hans Hanegraaf, Country Executive Singapore & CEO Private Banking Asia & Middle East
Ian Pollock, Regional Head of Private Banking International North Asia
Angel Wu, Regional Head of Products & Solutions Asia & Middle East


• Customised solutions in wealth creation, preservation and transfer

• Expertise in wealth structuring and planning, international estate planning, private lending, investment counseling and discretionary portfolio management

• Segment offerings for different client groups, such as World South Asian Services for non-resident Indians, Pakistanis, Sri Lankans and other south Asian clients, to ensure that they are serviced by relationship managers who are best able to connect with them and who truly understand their needs


An established global private bank, we are the international wealth management division of ABN AMRO, offering high net worth individuals a full range of banking, investment management, financial and estate planning products and solutions.  We are backed by an established international banking group, which includes the respected private banks ABN AMRO MeesPierson in the Netherlands (Est.1720), Neufl ize OBC in France (Est. 1667) and Bethmann Bank in Germany (Est. 1712).

Our goal is to be a leading private bank in the Eurozone with a strong growth ambition in Asia and Middle East. Our international reach and local expertise will continue to be translated into benefits for our clients.

Total Assets Under Management: Over US$230 billion worldwide

OFFICE ADDRESS: Level 70, International Commerce Centre, 1 Austin Road West, Kowloon, Hong Kong

Hong Kong: +852 3763 3700
Singapore: +65 6597 8866
UAE: + 971 4 4409 400



Asiaciti Trust Hong Kong Limited

PARENT COMPANY: Asiaciti Trust Group Limited

BRANCH OFFICES: Cook Islands, Dubai, Hong Kong, London, Nevis, New Zealand, Panama, Samoa and Singapore


Graeme W. Briggs, Group Managing Director Cally Ching, Managing Director


Asiaciti Trust offers services in international and offshore trusts, private client wealth preservation, asset protection planning, international tax and estate planning, offshore company formation and corporate services.


Established as a corporate identity in 1978, Asiaciti Trust has its foundations in chartered accountancy practices that date back to 1886. Asiaciti Trust is headquartered in Singapore and is one of the leading Asia Pacific-based independent professional trust groups.

OFFICE ADDRESS: Room 2203, 22/F, Tower 1, Lippo Centre, 89 Queensway Hong Kong

ENQUIRY HOTLINE: +852 2591 9009



Bank of China (Hong Kong) Private Banking

PARENT COMPANY: BOC Hong Kong (Holdings) Limited

BRANCH OFFICES: With the most extensive local branch network and diverse service platforms, Bank of China (Hong Kong) (“BOCHK”) offers a comprehensive range of financial, investment and wealth management products and services to personal, corporate, SME and institutional customers. BOCHK is one of the three note-issuing banks and the Clearing Bank for Renminbi business in Hong Kong.


Ms Wendy Tsang, Managing Director and Head of Private Banking, BOCHK


BOCHK Private Banking offers a one-stop solution for wealth management covering investment advisory, fiduciary consultancy, trust, estate planning, transactional and corporate banking services.


BOCHK Private Banking Service was launched in 2012 to provide high-net-worth individuals and their families with private and personalized integrated wealth management services. Backed by its Corporate Banking and Personal Banking divisions, BOCHK Private Banking forms an integrated platform with its “1+1+1” service model to provide a wide and holistic solution for the personal, family and business needs of its clients.  By leveraging its unique edges in RMB business and the support from its parent company (Bank of China), it also develops cross-border RMB products and services to meet the increasingly sophisticated needs of customers.


ENQUIRY HOTLINE: +852 3982 6988



Bank of Communications Co., Ltd. Hong Kong Branch Private Banking Service

PARENT COMPANY: Bank of Communications Co., Ltd. No. 188, Yin Cheng Zhong Lu, Shanghai, China Postcode: 200120

BRANCH OFFICES: Bank of Communications Co., Ltd. (BOCOM) currently has established 3,141 banking outlets in the Mainland China and set up 15 overseas institutions. BOCOM has strong presence in Hong Kong, with extensive network and professional team, providing clients with comprehensive and diversified banking services and its “OTO FORTUNE Private Banking Service” helps realize the full potential of all clients’ assets.


Shou Fugang, Chief Executive
Nancy Chan, Deputy Chief Executive
Jessica Wai, General Manager, Private Banking Service


BOCOM OTO FORTUNE Private Banking Service works closely with their clients and always strives to provide the clients with unique and personalized investment solutions. They help clients put their wealth at better position and maximize asset value with its strong on-shore and off-shore banking platforms. The Bank offers comprehensive array of cross-border wealth management services, comprising trust, fund management, financial leasing, insurance and off-shore financial services, etc.


Founded in 1908, BOCOM was listed on the Hong Kong Stock Exchange in June 2005 and on the Shanghai Stock Exchange in May 2007. BOCOM launched OTO FORTUNE Private Banking Service in 2008 and extended the service to Hong Kong in Oct 2010. In 2013,  BOCOM OTO FORTUNE Private Banking Service was awarded as “Best Brand Building Initiative in China” by The Asian Banker.

OFFICE ADDRESS: Suite 3601, Edinburgh Tower, The Landmark, 15 Queen’s Road Central, Hong Kong

ENQUIRY HOTLINE: +852 2508 4000



Bank of Singapore Limited


BRANCH OFFICES: Headquartered in Singapore, with a branch in Hong Kong and representative offices in Manila and Dubai


Bahren Shaari, CEO
Sermon Kwan, Chief Executive, Hong Kong Branch & Global, Market Head, Greater China


We provide a wide range of private banking services for discretionary, advisory and trading-oriented investors. One of our core strengths is an accomplished research team well-versed in macroeconomics and multiple asset classes, including emerging markets, fixed income and equities. Our clients can leverage on the reliable and sound solutions we offer in the key areas of foreign exchange, estate planning services as well as insurance.


Bank of Singapore is the dedicated private banking subsidiary of OCBC Bank. It has a strong Aa1 credit rating from Moody’s and offers a unique value proposition as a safe Singapore-registered private bank.

Its open-architecture product platform and strong research capabilities ensures its clients have the information to make the right decisions for fixed income, equities and money market investments as well as portfolio management, trust and insurance services.

OCBC Bank  is one of Asia’s leading financial services groups and the second largest by assets in Southeast Asia.

Total Assets Under Management: US$57 billion as at 31 March 2016

EMAIL: [email protected]



BNP Paribas Wealth Management


BRANCH OFFICES: Singapore, Hong Kong, Taiwan, China, and India


Mignonne Cheng, Chairman and CEO, Asia Pacific


BNP Paribas Wealth Management has a solid offer and wide spectrum of products and services to suit and address clients’ wealth management needs.  Clients benefit not only from the expertise of their dedicated private bankers but also all of the BNP Paribas Group divisions: real estate, art, philanthropy advisory, corporate and investment banking, insurance, and asset management.  With an international team of 800 specialists dedicated to the creation, selection and monitoring of products and services, BNP Paribas Wealth Management helps secure its clients’ future by providing innovative and personalized management of their assets.  Its full range of wealth management products and services includes wealth planning solutions, investment services, and financial solutions.


BNP Paribas Wealth Management is a leading global private bank and #1 Private Bank in the Eurozone. Present in three hubs in Europe, Asia and the US, over 6,600 professionals provide a private investor clientele with solutions for optimizing and managing their assets. The bank has €327 billion worth of assets under management (as at 31 December  2015). With the bank’s strong Asian heritage since setting its foot in the region over 150 years ago, BNP Paribas Wealth Management has been a leading private bank in Asia for decades, with operations in Hong Kong, Singapore, Taiwan, China and India (through its branches or other entities in BNP Paribas Group).

Total Assets Under Management: €327 billion (as at 31 December 2015)

OFFICE ADDRESS: 63/F Two International Finance Centre 8 Finance Street, Central, Hong Kong

ENQUIRY HOTLINE:+ 852 2909 8888 (Hong Kong)



The Bank of East Asia, Limited

PARENT COMPANY: The Bank of East Asia, Limited (“BEA”)


Adrian Li Man-Kiu, Executive Director & Deputy Chief Executive Grace Chow Wai-man, General Manager & Head of Wealth Management Division
Gloria Sun, Head of Private Banking Department


BEA Private Banking provides clients with a full range of wealth management solutions including investment portfolio management, family protection, and trust planning. By leveraging the BEA Group’s extensive network in Greater China and beyond, BEA Private Banking can develop holistic solutions to meet the diverse needs of its clients.

Services include investment advisory, bond and equity trading, foreign exchange and futures trading, structured and treasury products, investment funds, securities financing services, custody services, insurance and premium financing, trust and corporate services in family trust and estate planning, and assistance in the formation of local and offshore private investment companies. In addition, BEA can provide support in accounts administration related to the Capital Investment Entrant Scheme in Hong Kong and other markets.


Incorporated in 1918, BEA is Hong Kong’s largest independent local bank, with total consolidated assets of HK$781.4 billion (US$100.8 billion) as of 31st December, 2015. Listed on The Stock Exchange of Hong Kong, the bank is a constituent stock of the Hang Seng Index.

In 2005, BEA established its Private Banking Department to provide professional wealth management solutions to its clients.


OFFICE ADDRESS: 8/F, 10 Des Voeux Road Central, Hong Kong

ENQUIRY HOTLINE: +852 3608 0360



BMO Private Bank


BRANCH OFFICES: Asia: Hong Kong and Singapore


Monique Chan, CEO, BMO Private Bank Asia


BMO Private Bank provides a full range of financial services including asset management (discretionary and advisory), credit facilities and global custody for individuals & corporations.


BMO Private Bank is the private banking arm of Bank of Montreal (BMO). Established in 1817 as Canada’s first chartered bank, BMO is a highly diversified financial institution that provides a broad range of financial and investment products and solutions to over 12 million clients internationally. BMO was the first Canadian bank to do business in China and the first Canadian bank with a locally incorporated subsidiary in China.

Total Assets Under Management: BMO Financial Group: C$ 681 billion (as of Apr 30, 2016)

OFFICE ADDRESS: Hong Kong:  36/F., One Exchange Square, 8 Connaught Place, Central, Hong Kong
Singapore:   12 Marina Boulevard, #18-01, Marina Bay Financial Centre Tower 3, Singapore 018982

ENQUIRY HOTLINE:+852 3716 0888



China CITIC Bank International Private Banking

PARENT COMPANY: China CITIC Bank International Limited is a wholly-owned subsidiary of CITIC International Financial Holdings Limited (“CIFH”), which in turn is a wholly-owned subsidiary of China CITIC Bank Corporation Limited

BRANCH OFFICES: Private Banking Centre in Admiralty; 34 branches in Hong Kong; branches and presence in Beijing, Shanghai, Shenzhen, Macau, New York, Los Angeles and Singapore


Zhang Xiaowei, President & Chief Executive Officer
Helen Kan, Alternate Chief Executive Officer and Group Head of Personal & Business Banking Group
Venus Chiu, Executive General Manager, Private Banking & Wealth Management, Personal & Business Banking Group


Protecting and enhancing client wealth with financial solutions comprising a diversified range of yield-enhanced products and services tailored to their specific needs and personal risk profile. Revitalising client portfolios by leveraging idle assets to maximise potential returns and provide liquidity. Serving clients wherever they need the Bank, be it onshore or offshore, with China CITIC Bank  and China CITIC Bank  International acting together as one. Safeguarding client assets through trust and tax planning advisory services for the next generation. Facilitating client lifestyle with exclusive seminars and events featuring distinguished speakers exploring various topics of interest.


China CITIC Bank  International is committed to delivering the offshore development strategy of its parent, China CITIC Bank. Drawing on the unique capabilities of CITIC Group and China CITIC Bank, and its leadership in RMB business, the Bank launched its private banking service in Hong Kong in April 2011, to serve the soaring number of high-net-worth individuals on the Mainland and in Hong Kong.


OFFICE ADDRESS: M2, Lippo Centre, 89 Queensway, Hong Kong

ENQUIRY HOTLINE: +852 3603 6088



Citi Private Bank



Hong Kong : 30th Floor Citibank Tower, 3 Garden Road, Central, Hong Kong
Singapore  : 8 Marina View, #20-01 Asia Square Tower 1, Singapore 018960


Bassam Salem, Region Head, Asia Pacific

Citi Private Bank’s comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single- and multi-family offices, senior corporate executives, next generation/ inherited wealth, law firms and attorneys. Through banking and cash management to lending, investment strategies, and trust and wealth advisory services, Citi Private Bank’s goal is to deliver expertise and a premier level of service while helping grow, manage and preserve wealth.


Citi operates one of the world’s leading global private banks, whose teamwork, commitment to service, and ability to see and seize opportunities for clients set it apart. With over 800 private bankers and product specialists, located in 48 offices in 16 countries, Citi Private Bank acts as trusted advisor to many of the world’s most successful and influential individuals and families.


In the Asia Pacific Region, Citi Private Bank serves Ultra-High-Net-Worth individuals and their families who typically have a minimum of US$25 million in net worth and US$10 million to open an account.


Hong Kong: +852 2868 8688
Singapore: +65 6227 9188



Citigold Private Client

PARENT COMPANY: Citibank (Hong Kong) Limited


6/F Wheelock House, 20 Pedder Street, Central, Hong Kong
3/F Wai Fung Plaza, 664 Nathan Road, Mong Kok, Kowloon


Lawrence Lam, Head of Retail Banking


As wealth grows, so too do wealth management needs. Being among the top 1%* of Hong Kong’s most affluent, your wealth deserves a wealth counselling service of the highest caliber.

Citigold Private Client delivers this through its ground-breaking wealth management tool, Portfolio 360°. Utilizing a specialized portfolio counselling team with access to our exclusive equity recommendation services and world-renowned research resources, Citigold Private Client provides strategic insights, plus independent and customized advisory ranging from wealth management, to protection plans, legacy planning and liquidity management.

*Based on the Citibank Hong Kong Affluent Study 2015


Citigold Private Client was established in 2010 as the pioneer in the market. Since then it has continued to evolve and constantly strives to provide innovative products and services. It is driven by a commitment to help clients build and preserve their success today, while ensuring that their honorable legacy is passed on through the generations tomorrow.

MINIMUM ASSETS PER CLIENT: HK$8 million net worth

ENQUIRY HOTLINE: +852 2860 8888



China Construction Bank (Asia) Corporation Limited

PARENT COMPANY: China Construction Bank Corporation


Zhu Feng, Deputy Chief Executive
Ruby Yam, General Manager and Head of Private Banking Division


The robust team of qualified and experienced private bankers of China Construction Bank (Asia)’s CCB Private Banking are dedicated to serving our clients with high level of professionalism. We offer a wide array of private banking products across various asset classes and provide customized advisory services to ensure our clients’ asset allocation is in line with their investment objectives and risk appetite. As one of the major business divisions of CCB (Asia), we provide one-stop tailor-made wealth management solutions to satisfy our clients’ personal, family and business needs. We are a trustworthy and comprehensive partner to our clients.


Leveraging on the strengths of our parent bank China Construction Bank headquartered in Beijing and our expertise in wealth management and comprehensive banking in Hong Kong, CCB Private Banking of CCB (Asia)  serves as the flagship of CCB Private Banking outside of China. We attract not only PRC clients but also clients from Hong Kong and all over the world. We are well positioned to provide conventional as well as unique cross-border services to our valued clients.


OFFICE ADDRESS: 10/F., CCB Tower, 3 Connaught Road Central, Central, Hong Kong

ENQUIRY HOTLINE: +852 3718 3779



Indosuez Wealth Management

PARENT COMPANY: Crédit Agricole Group

BRANCH OFFICES: Renowned for its international reach combined with a human scale, Indosuez Wealth Management has 2,700 employees in 14 countries around the world, in Europe (France, Belgium, Spain, Italy, Luxembourg, Monaco and Switzerland), Asia-Pacific (Hong Kong, Singapore and New Caledonia), the Middle East (Abu Dhabi, Dubai and Lebanon) and the Americas (Brazil, Uruguay and Miami).


Christophe Gancel, Global CEO Antoine Candiotti, CEO, Hong Kong


Indosuez Wealth Management group is one of the global leaders in wealth management. Shaped by 140 years of experience helping families and entrepreneurs around the globe, Indosuez Wealth Management offers a tailored approach that enables clients to manage, protect and pass on their wealth according to their specific needs. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and business assets.


Indosuez Wealth Management is the global wealth management brand of Crédit Agricole group, ranked 11th in the world based on Tier 1 capital (source: The Banker, July 2015). Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l’Indochine opened its historic offices in Hong Kong (1894) and Singapore (1905).

Total Assets Under Management: US$ 120 billion as of December 31, 2015

OFFICE ADDRESS: 29th Floor Two Pacific Place, 88 Queensway, Hong Kong

ENQUIRY HOTLINE: +852 37 63 68 88



Credit Suisse AG

PARENT COMPANY: Credit Suisse Group, Headquarters, Paradeplatz 8, CH-8001, Zurich, Switzerland

BRANCH OFFICES: Credit Suisse’s service locations in Asia Pacific: Bangkok, Beijing, Guangzhou, Delhi, Hong Kong, Kuala Lumpur, Melbourne, Mumbai, Singapore, Sydney, Tokyo, Osaka, Nagoya


François Monnet, Head Greater China, Private Banking Asia Pacific, Chief Executive of Hong Kong Branch


Credit Suisse is one of the world’s leading financial services providers with an international network across 50 countries. As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. In Asia Pacific, our Private Banking business serves ultra-high-net-worth and high-net-worth individuals. We combine  a global reach with a structured advisory process, offering distinct client segment specific value propositions, as well as access to a broad range of comprehensive and sophisticated products and services.  We also deliver innovative and integrated solutions in close collaboration with our Investment Banking division. For entrepreneurs, we offer solutions for a range of private and corporate wealth management needs, including holistic and tailor-made business and private financial solutions, succession planning, financial planning and investment banking services.


Credit Suisse AG is one of the world’s leading financial services providers and is part of the Credit Suisse group of companies (referred to here as ‘Credit Suisse’). As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The group employs approximately 47,760 people. The registered shares (CSGN) of Credit Suisse’s parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at

Total Assets Under Management: As of December 31, 2015, Credit Suisse reported CHF 1,214 billion assets under management globally

OFFICE ADDRESS: Level 88, International Commerce Centre, One Austin Road West, Kowloon

ENQUIRY HOTLINE: +852 2841 4888



DBS Private Bank

PARENT COMPANY: DBS Group Holdings Ltd.

BRANCH OFFICES: Singapore, Hong Kong


Su Shan Tan, Managing Director and Group Head of Consumer Banking and Wealth Management
Januar Tjandra, Managing Director and North Asia Head, Private Banking


DBS Private Bank offers a full spectrum of wealth products and services designed to suit client needs:


•Credit Facilities

•Wealth Planning

•Personal Banking Services

•Family Office & Philanthropy Services


As a bank born and bred in Asia, DBS Private Bank is able to tailor Asia-centric investment solutions to grow and protect its clients’ wealth for future generations. DBS achieves this by bringing the whole bank to bear for its clients, providing them with privileged access to consumer, corporate and investment banking. DBS’ approach to wealth management puts equal emphasis on being safe and smart with their wealth.

The bank’s capital position, as well as “AA-” and “Aa1” credit ratings, is among the highest in Asia-Pacific.  DBS has been recognized for its leadership in the region, having been named “Asia’s Best Bank” by The Banker, a member of the Financial Times group, and “Best Bank inAsia-Pacific” by Global Finance. The bank has also been named “Safest Bank in Asia” by Global Finance for seven consecutive years from 2009 to 2015.



Hong Kong: DBS Bank (Hong Kong) Limited, 38/F, Edinburgh Tower, 15 Queen’s Road Central, Central, Hong Kong
Singapore:  DBS Bank Limited, 12 Marina Boulevard, Level 6, DBS Asia Central @ Marina Bay Financial Central Tower 3, Singapore 018982


Hong Kong: +852 3668 8008
Singapore:  +65 6221 1111 (outside Singapore) 1800 221 1111 (within Singapore)



DBS Treasures Private Client

PARENT COMPANY: DBS Bank (Hong Kong) Limited

BRANCH OFFICES: DBS Treasures Private Client Centre, Ground Level, The Center, 99 Queen’s Road Central, Central


Mr. Royce Teo, Managing Director, Head of Consumer Banking Group and Wealth Management, Hong Kong


DBS Treasures Private Client is a dedicated platform for high net worth individuals, offering customised wealth solutions with deep-rooted Asian insights from Chief Investment Office. It offers a full spectrum of wealth products and services designed to suit client needs:

• Investment

• Credit Facilities

• Wealth Planning

Apart from wealth management, it also brings the clients a host of life-enriching travel, golfing and concierge privileges.


DBS Treasures Private Client offers a single platform that integrates investment holdings and transactional banking details, helping clients build and protect their wealth, while conveniently meeting their personal banking needs.

The bank’s capital position, as well as “AA-” and “Aa1” credit ratings, is among the highest in Asia-Pacific.  DBS has been recognized for its leadership in the region, having been named “Asia’s Best Bank” by The Banker, a member of the Financial Times group, and “Best Bank in Asia-Pacific” by Global Finance. The bank has also been named “Safest Bank in Asia” by Global Finance for seven consecutive years from 2009 to 2015.


ENQUIRY HOTLINE: +852 2290 8822



Deutsche Bank Wealth Management


BRANCH OFFICES: Hong Kong Branch


Ravi Raju, Managing Director, Head of Deutsche Bank Wealth Management APAC
Lok Yim, Managing Director, Head of Wealth Management Coverage, North Asia


Deutsche Bank Wealth Management¹ is one of the world’s leading global wealth managers. It offers high net worth clients a broad range of traditional and alternative investment solutions, providing a holistic service for all aspects of Wealth Management.

¹ Deutsche Bank Wealth Management is the brand name of the Wealth Management business unit of Deutsche Bank Group. The respective legal entities offering products or services under the Deutsche Bank Wealth Management brand are specified in the respective contracts, sales materials and other product information documents.

Total Assets Under Management: Global = EUR 337 billion

OFFICE ADDRESS: 55/F ICC, 1 Austin Road West, Kowloon, Hong Kong



Edmond de Rothschild

PARENT COMPANY: Edmond de Rothschild Holding S.A.

BRANCH OFFICES: 31 offices, branches and subsidiaries globally


Jing Zhang Brogle, CEO, Edmond de Rothschild (Suisse) S.A., Hong Kong Branch


The Edmond de Rothschild Group offers a comprehensive and bespoke service to an international client base of wealthy families, entrepreneurs and leading institutions. Its strength lies in the harnessing of its core businesses of Private Banking and Asset Management, and its complimentary activities of Corporate Finance, Private Equity, and Institutional and Fund Services.

Edmond de Rothschild Private Banking provides a complete range of wealth management solutions with an emphasis on risk management, capital preservation and long-term performance. Services include wealth and succession planning, investment advisory, portfolio management, capital markets, family office and philanthropic advisory.


The Edmond de Rothschild Group was founded in 1953 by Baron Edmond de Rothschild and has been chaired by his son Baron Benjamin de Rothschild since 1997.  The Edmond de Rothschild Group benefits from a stable family shareholding structure which also enables the Group to be totally independent when advising its private and institutional clients. The Group’s values of commitment and long-term vision, combined with a personalised service and entrepreneurial spirit have been the foundation of the family’s success for over 250 years.

Total Assets Under Management: EUR150 billion as of 31 Dec 2015

OFFICE ADDRESS: 50/F One Exchange Square, 8 Connaught Place Central, Hong Kong

ENQUIRY HOTLINE: +852 3765-0600



HSBC Private Bank


BRANCH OFFICES: HSBC has a presence in 71 countries and territories across Europe, Asia, Middle East and North Africa, North America and Latin America


Bernard Rennell, Regional Head of Global Private Banking, Asia-Pacific Global Head of Family Governance and Family Enterprise Succession


HSBC Private Bank provides tailored wealth management services to help business owners and their families grow, manage and preserve their wealth. The combination of its global expertise and specialist local knowledge enables the Bank to protect and enhance the wealth of its clients and their families through a comprehensive range of investment services, family wealth advisory services, wealth planning and traditional banking services.

HSBC Private Bank takes a complete view of its clients’ wealth and helps them identify their goals and requirements. It then works closely with its clients to develop personalised wealth planning and investment management solutions so they can manage their wealth for now and for future generations.

HSBC Private Bank looks to innovate and meet the evolving needs of its clients with one of the largest alternatives platforms in the world, institutional grade structuring capabilities and corporate financing capabilities for business owners to leverage.

By engaging and building trust with its clients and their families, HSBC Private Bank is able to provide a more in-depth level of service, and its expertise in trust and succession planning offers a key point of differentiation from its competitors. There are concerns amongst private banking clients in Hong Kong regarding intergenerational wealth transfer. Through our capabilities in wealth structuring, succession planning, family governance and philanthropic services, HSBC Private Bank can support and guide its clients in the preservation of their family wealth.

At HSBC Private Bank, the scope of its coverage extends beyond clients’ traditional private wealth management needs. Through close collaboration with Commercial Banking and Global Banking and Markets, HSBC Private Bank delivers a comprehensive suite of solutions catering to its clients’ corporate, investment banking and private banking needs.


As part of the HSBC Group,  one of the world’s largest banking and financial services organisations, HSBC Private Bank builds on its proud commercial banking heritage, it seeks to be the leading international private bank for the owners and principals of HSBC’s corporate clients. HSBC Private Bank is well-positioned to search out and reveal new opportunities for its clients to manage and protect their wealth.

From its global platform, HSBC Private Bank aims to bring the very best of the HSBC Group  to its most valued clients and its global network is part of the wider HSBC Group,  and this, combined with local market knowledge and expertise, sets the Bank apart and connects its clients to bespoke growth opportunities around the around. Its scale and reach mean its relationship managers can access information and reveal new opportunities across the HSBC Group’s entire worldwide network.

HSBC Private Bank has been voted the Best Private Bank in Hong Kong by FinanceAsia since 2009 and most recently by Private Banker International in 2015. The Bank has also been named the Best Private Bank for Trust and Advisory Services by Asian Private Banker in 2015.

HSBC Private Bank is the principal private banking business of the HSBC Group. Private Banking is carried out internationally by different HSBC Group members in accordance with local regulatory requirements and in Hong Kong by The Hongkong and Shanghai Banking Corporation Limited.

MINIMUM ASSETS PER CLIENT: US$3-5million depending on locations
Total Assets Under Management: US$349 billion client assets under management globally as of 31 December 2015

OFFICE ADDRESS: Levels 13 & 14, 1 Queen’s Road Central, Hong Kong

ENQUIRY HOTLINE: +852 2899 8777



J.P. Morgan Chase & Co.

PARENT COMPANY: J.P. Morgan Chase & Co.

BRANCH OFFICES: New York, London, Singapore, Hong Kong and 40 other cities globally


Andrew L. Cohen, CEO, Asia, Christopher T. Blum, Head of Investments, Asia
Kam Shing Kwang, Market Manager for Hong Kong, China and Sponsors, Thailand & Philippines


J.P. Morgan is a global leader in financial services for corporations, governments, for-profit and non-profit institutions and wealthy individuals. Through the private-banking franchise at J.P. Morgan, the firm delivers customised wealth management advice and solutions to wealthy individuals and their families, leveraging its broad capabilities in investing, tax and estate planning, family office management, philanthropy, credit, fiduciary services and special advisory services to help its clients advance towards their own particular goals.


For more than 200 years, the private bank’s comprehensive and integrated product offering, commitment to innovation and integrity, and focus on placing the interests of its clients first and foremost have made J.P. Morgan an advisor of choice to people of significant wealth around the world.

J.P. Morgan Private Bank was recognised as Best Private Bank in Asia by The Asset from 2011-2013 and Best Private Bank in Asia for High Net Worth individuals in 2014. The Private Bank also named Best Overall Private Bank Globally, Best Private Bank CEO and Best Ultra High Net Worth Services Globally by Euromoney in 2015.

Total Assets Under Management: Over US$1.05 trillion in client assets

OFFICE ADDRESS: 27/F, Chater House, 8 Connaught Road, Central, Hong Kong

ENQUIRY HOTLINE: +852 2800 1000



Bank Julius Baer & Co. Ltd.

PARENT COMPANY: Julius Baer Group Ltd


David Shick, Head Private Banking, Greater China


Julius Baer provides comprehensive and transparent wealth management services to sophisticated private clients, family offices and external asset managers from around the world. Our best-in-class investment and wealth planning solutions are based on a unique open product and service platform, allowing us to approach investments with a long-term view to preserve and increase clients’ wealth.


Bank Julius Baer & Co. Ltd. is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Market Index, comprising the 20 largest and most liquid Swiss stocks. Julius Baer employs a staff of over 5,000, including more than 1,200 relationship managers, and is present in over 25 countries and some 50 locations. Our client-centric approach, our objective advice based on a unique open product platform, our very strong financial base and our entrepreneurial management culture make us the international reference in private banking. Our successful positioning was recognized by prestigious awards, including “Best Private Bank – Pure Play” by Asian Private Banker in 2014 and “Best Boutique Private Bank” by The Asset from 2010 to 2015.

Total Assets Under Management: Client assets amounted to CHF 393 billion at the end of April 2016, including CHF 305 billion of assets under management

OFFICE ADDRESS: 39/F, One International Finance Centre, 1 Harbour  View Street, Central, Hong Kong

ENQUIRY HOTLINE: +852 2899 4788



LGT Bank (Hong Kong) (A branch of LGT Bank AG)


BRANCH OFFICES: Hong Kong, Singapore


Dr. Henri Leimer, CEO, LGT, Private Banking in Asia
Silvan Colani, CEO, LGT Bank AG, Hong Kong Branch
Tony Stanton, Head of Investments, LGT Private Banking in Asia


• Asia based, globally focused

• We offer innovative, long-term oriented and bespoke investment solutions for clients

• Clients have access to a dedicated team of in-house professionals including a relationship manager, wealth structuring expert and investment advisors

• Clients may invest in the same opportunities as our owners through our ‘Princely Portfolio’ investments

• Our open architecture and state-of-the-art investment platform are our core tools to provide independent investment advice

• As a pure private bank we provide our clients an environment free of any conflict of interest


LGT is a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 80 years.

The bank offers active portfolio management, personalized investment advice, expertise in regional markets and provides a suite of family governance and philanthropy services. LGT employs around 2,200 people and has offices in 20 locations including: Europe, Asia and the Middle East. With a pool of talent based across booking centers in Liechtenstein, Switzerland, Hong Kong and Singapore, it aims to share with clients the wealth planning expertise acquired by the owner family – a family that has preserved its wealth for over 30 generations. With 30 years in the region, LGT employs over 300 people in Hong Kong and Singapore and according to the 2016 Asian Private Banking League table, counts among the top fifteen private banks in Asia.

Total Assets Under Management: As of 31 Dec 2015, LGT manages assets of CHF 132.2 billion (USD 132.2 billion)

OFFICE ADDRESS: 4203 Two Exchange Square, 8 Connaught Place, Central G.P.O. Box 13398 Hong Kong

ENQUIRY HOTLINE: +852 2868 0201



NAB Private Wealth

PARENT COMPANY: National Australia Bank Limited

BRANCH OFFICES: Hysan Place, Causeway Bay


Grace Mak, Private Client Executive Director
Tel: +852 2826 8165 | Email: [email protected]

Andrew McCasker, General Manager, NAB Private Wealth, Asia
Tel: +65 6419 6857 | Email: [email protected]


As one of Australia’s largest financial services organisations, we are committed to working with our customers in Asia to develop long-term relationships and tailored solutions to achieve your financial goals. At NAB Private Wealth, we offer a range of personalised banking services like multicurrency savings and term deposits, overseas property finance for Australian and New Zealand properties in single or multiple currencies, foreign exchange and migrant banking services – all tailored to our customers’ unique needs.

As Australia’s leading property lender and armed with the expertise in the Australian and New Zealand property market, we have the insights, expertise and experience to help our customers with their Australian and New Zealand property needs. Our overseas property finance solutions provide a simple and flexible way for our customers to purchase or refinance properties and allow them to take advantage of investment opportunities by borrowing against existing properties.


As one of Australia’s largest banks with a history of over 150 years, National Australia Bank specialises in servicing high-net-worth investors and businesses with rapidly growing needs in capital and trade flows across Asia, Australia and New Zealand. As our customers capitalise on these exciting developments, we are committing significant investments in the region to ensure that we continue to meet the expanding banking and financing needs.

In Hong Kong, we have been serving our customers since the early 1970s, offering a comprehensive suite of banking and financial services ranging from private wealth services, institutional and wholesale banking services. In addition, we have built an unrivalled reputation for the depth of our expertise in the natural resources, energy, food, agriculture and health sectors. NAB is committed to our business, customers and people in Asia. We currently operate in Hong Kong, China, Singapore, Japan and India, and have a presence in Indonesia and Vietnam.

OFFICE ADDRESS: Hysan Place Branch, 32/F Hysan Place, 500 Hennessy Road Causeway Bay, Hong Kong

ENQUIRY HOTLINE: +852 2826 8163



Nippon Wealth Limited, a Restricted Licence Bank (“NWB”)



Mr. Tsutomu Nakajima, Executive Director and Chief Executive Officer
Mr. Kenichi Hasegawa, Executive Director and Chief Operating Officer
Mr. Fumio Matsushima, Executive Director and Chief Marketing Officer


We currently offer:

Banking services
•Multicurrency Time Deposit service
•Nine currencies available for foreign exchange (HKD, JPY, USD, AUZ, EUR, GBR, NZD,CAD, SGD)

Investment services
•Global Mutual Funds and Fixed Income Products
•Insurance products
•日本地產之買賣轉介服務 (Japanese property referral services including buy, sell, property finance & property management)
•Tailored portfolio management solution services
•Wealth management consulting services in Japanese, English and Cantonese with the hospitality of “Japan Quality” to meet our clients’ individual needs and help maintain and grow wealth in future


NWB is an authorized institution regulated by the HKMA with  the status of a Restricted Licence Bank. NWB is a wholly-owned subsidiary of OJBC Co. Ltd (hereunder, “OJBC”), a private limited company incorporated in the British Virgin Islands, and its shareholders are mostly listed companies and private equities in Japan and Hong Kong with solid management foundations.

OJBC is comprised of the following shareholders: Shinsei Bank (50%), Monex Group (9.96%), Mercuria Investment (9.96%), Convoy Financial Holdings Limited (9.96%), Tokyu Livable (4.11%), and other shareholders.

MINIMUM ASSETS PER CLIENT: US$ 100,000 or equivalent

OFFICE ADDRESS: 16/F, The Peninsula Office Tower, 18 Middle Road, Tsim Sha Tsui, Kowloon, Hong Kong

ENQUIRY HOTLINE: +852 3958 8828

EMAIL: [email protected]



RBC Investment Services (Asia) Limited
RBC Investment Management (Asia) Limited

PARENT COMPANY: Royal Bank of Canada

BRANCH OFFICES: Hong Kong and Singapore


Ignatius K.K. (Iggy) Chong, Market Head, Greater China
Joel Goh, Head of Brokerage & Futures


RBC Wealth Management in Hong Kong offers a suite of financial services in these areas of expertise: 1) Private Client Management - a relationship manager, in either private wealth management business or full service brokerage in Hong Kong, will work closely with the client to tap on RBC’s robust and sophisticated product and solutions offering. 2) Investments: advisory and/or discretionary; open architecture investment solutions provide access to both local and global markets. 3) Credit: for the investments and financing needs of private clients and their families or beneficiaries, trusts, limited partnerships, companies or foundations.


Royal Bank of Canada is one the leading global banks, headquartered in Canada. It is one of the world’s top five largest wealth manager (Scorpio Partnership, July 2015) with more than CAD 777 billion  of assets under administration and more than CAD 503 billion of assets under management and is financially stable with a Tier 1 capital ratio of 10%. RBC has 78,000 employees with operations in 39 countries. RBC Wealth Management is a divison of Royal Bank of Canada and it has 2 offices in Asia, namely Singapore and Hong Kong. Our offices have a team of dedicated professionals who provide valuable local knowledge, the advantage of a truly international team of specialists, and access to a complete range of wealth management services.

At RBC Wealth Management, our client-focused, integrated approach ensures that you will receive a comprehensive set of wealth solutions that address all of your specific financial needs through disciplined portfolio construction, proprietary research and support, and regular communication and reporting.

RBC has also been named one of “Canada’s Greenest Employers”, one of “Canada’s Best Diversity Employers”, one of “Canada’s Most Socially Responsible Corporations”, and one of the “Best 50 Corporate Citizens in Canada”.

Total Assets Under Management: (ROYAL BANK OF CANADA GROUP) C$777 billion (as at May 2016)

OFFICE ADDRESS: 17/F Cheung Kong Center 2, Queen’s Road Central, Hong Kong

ENQUIRY HOTLINE: +852 2848 1388



Standard Chartered Private Bank

PARENT COMPANY: Standard Chartered PLC

BRANCH OFFICES: 11 offices including two trust offices across Asia, Africa, Middle East and Europe


Standard Chartered Private Bank is the private banking division of Standard Chartered. Headquartered in Singapore, the Private Bank provides exciting career opportunities to about 900 employees including over 370 relationship managers globally. It has 11 offices including two trust offices across Asia, Africa, Middle East and Europe.

The Private Bank has grown strongly since its inception in May 2007. On top of its strong organic growth, it acquired American ExpressBank in 2008, through which it has further improved its capabilities.

The Private Bank leverages the natural strengths of Standard Chartered: A heritage  of over 150 years in international banking, an international network across more than 71 countries, and strong local presence in growth markets. This puts the Private Bank in an advantaged position to build and deepen relationship with its clients.

OFFICE ADDRESS: L5, The Forum, Exchange Square 8 Connaught Place, Central, Hong Kong

ENQUIRY HOTLINE: +852 3983 9898



Singapore Trust Company Pte Ltd

PARENT COMPANY: Bedell Trust Company Limited, 26 New Street St Helier, Jersey JE2 3RA

BRANCH OFFICES: Singapore, Jersey, Guernsey, London, Dublin, Mauritius, BVI, Luxembourg and Cayman Island


Chairman - Michael Richardson
Managing Director - Rudy Tan
Director - Nick Cawley
Director - Robert Ayliffe


STC provides a comprehensive range of trustee and corporate management services to its international private and corporate clients.


Incorporated in Singapore in 1996. From its inception, the Company has had close connections with the shipping and energy sectors. In 2006, it became the first trust company in Singapore to be licensed under the Trust Companies Act and continues to be regulated by the Monetary Authority of Singapore.

OFFICE ADDRESS: Singapore Trust Company Pte Ltd, 4 Robinson Road #05-01, Singapore 048543

ENQUIRY HOTLINE: +65 6438 4307



Union Bancaire Privée, UBP SA Hong Kong Branch

PARENT COMPANY: Union Bancaire Privée, UBP SA

BRANCH OFFICES: Geneva, Zurich, Basel, Lugano, Milan, London, Jersey, Paris, Brussels, Luxembourg, Barcelona, Monaco, Istanbul, Beirut, Tel Aviv, Dubai, Tokyo, Hong Kong, Taiwan, Shanghai, Singapore, New York, Bermuda, Nassau


Michael Blake, CEO Private Banking Asia
Erin Morin, Head of North Asia


We offer global wealth management services for private and institutional clients. This includes, among other activities: a complete range of private banking products and services; expertise in traditional and alternative asset management; alternative investment products and advisory services; and wealth-planning guidance.


Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto, whose vision from the outset was to offer investors an astute and innovative wealth management service. This approach has been guiding  UBP through the decades, leading the bank to focus exclusively on one activity it excels at—global wealth management for private and institutional clients.

Dedication, conviction, agility and responsibility are at the heart of UBP’s client relations. These values drive the bank to develop and refine successful strategies and high performance investment solutions that precisely respond to its clients’ wealth management needs.

Not only has the bank maintained its independence—being fully owned by the de Picciotto family—it has also achieved remarkable growth. Today, UBP stands among the leaders in the field of wealth management in Switzerland. It continues to expand both in its home market and abroad, consistently stepping up its private banking activities and reinforcing its asset management capabilities.

Headquartered in Geneva, Switzerland, the bank is also present in some 25 locations worldwide, including Hong Kong and Singapore, enabling it to combine global expertise with local know-how. The bank employs around 1,450 people as of 31 December  2015. UBP is also among the best-capitalised Swiss banks,with a Tier I ratio of 24% as of 31 December 2015.

Total Assets Under Management: US$110 billion as of 31 December 2015

OFFICE ADDRESS: 26/F, AIA Central,1 Connaught Road Central, Hong Kong

ENQUIRY HOTLINE: +852 3701 9688




PARENT COMPANY: Headquartered in Zurich and Basel, Switzerland, UBS is present in more than 50 countries, including all major financial centers, and employs about 60,000 people around the world.

BRANCH OFFICES: In Asia Pacific, UBS Wealth Managmenet has 12 offices in 10 locations, and 3 trading outlets in China.


Edmund Koh, Head of APAC, UBS Wealth Management
Amy Lo, Head of Greater China, UBS Wealth Management
Jean-Claude Humair, Regional Market Manager, Hong Kong, UBS Wealth Management


Wealth Management provides comprehensive financial services to wealthy private clients around the world.  UBS is a global firm with global capabilities, and Wealth Management clients benefit from the full spectrum of UBS’s global resources, ranging from investment management solutions to wealth planning and corporate finance advice, as well as a wide range of specific offerings. Its guided architecture model gives clients access to a wide range of products from third-party providers that complement our own products. Having been in Asia for over 50 years, UBS is able to tap its extensive Asian expertise and networks when partnering the world’s most successful high net worth individuals and families.


UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.


Total Assets Under Management: CHF 2,689 billion as of 31 December 2015


Central office: 52/F, Two International Finance Centre, Central, Hong Kong
Kowloon office: 25/F, 1 Peking Road, Tsim Sha Tsui, Kowloon, Hong Kong

ENQUIRY HOTLINE: +852 2971 8888



Westpac Banking Corporation

PARENT COMPANY: 275 Kent Street, Sydney, NSW 2000, AUSTRALIA


(This is pertaining to Premium & Private Banking only. Our global location spans many more cities)
Australia (nationally)
New Zealand (nationally)


Michael Li, Relationship Director, Premium & Private Wealth Hong Kong
Andrew Whitford, Head of Greater China and Chief Executive, Hong Kong Branch
Martin Goodacre, Head of Institutional FX Sales Asia and Alternate Chief Executive, Hong Kong Branch


Westpac Banking Corporation (Westpac) provides banking services suited to non-tax residents of Australia and New Zealand, including expatriated and Asia investors. Our Premium & Private Wealth specialists cover multi-currency banking products with competitive interest rates and fees, including Australian and New Zealand investment property loans, term deposits, cash-backed loans, FX and remittances.


Having been in Asia for more than 40 years, we’re proud of our strong Asian heritage. With a AA- rating¹, Westpac is recognized as one of the 20 Safest Banks in the World² and the 22nd largest bank globally, ranked by market capitalization³. So whether you’re local or an expatriate, you can appreciate the difference that comes with partnering with one of the world’s most successful, trusted and secure financial institutions.

¹ Standard & Poor’s, Moody’s Investors Service, Fitch Ratings.

² Global Finance Magazine’s World’s Safest Banks List 2015. Ranking based on evaluation of credit rating from sample of 500 banks worldwide.

³ As at 30 September 2015 Source: IRESS, CapitalIQ and based in US Dollars

OFFICE ADDRESS: 16th Floor York House, The Landmark, 15 Queen’s Road Central, Central, Hong Kong

ENQUIRY HOTLINE: +852 28429888



Wing Lung Bank

PARENT COMPANY: Wing Lung Bank is a wholly-owned subsidiary of the China Merchants Bank Group

BRANCH OFFICES: Wing Lung Private Banking Centre in Central, Hong Kong; 45 banking business outlets in Hong Kong, mainland China, Macau and overseas.


ZHU Qi, Executive Director & Chief Executive Officer
XU Zhihong, Executive Director & General Manager
LIU Jun, Executive Director, General Manager & Chief Risk Officer Joseph TAM, Executive Vice President, Head of Private Banking & Wealth Management


As the 1st offshore and 31st private banking centre of China Merchants Bank Group, Wing Lung Private Banking Centre aims to provide clients a rich spectrum of personalized global wealth management solutions and exclusive value added services in Hong Kong and mainland China, assisting them to achieve the ultimate quality of life.

The Bank understands the importance of legacy planning for our clients. Leveraging on globalized vision and local knowledge, the Bank provides tailored wealth management solutions to ensure that clients’ family estates can be arranged to achieve “Prosperity Across Generations”.


Wing Lung Bank, founded in 1933, is among the oldest local Chinese banks in Hong Kong. Following its motto of “Progress with prudence, service with sincerity”, the Bank provides comprehensive banking services.  Wing Lung Bank has become a member of China Merchants Bank Group since 2008. China Merchants Bank, the 6th largest commercial bank by total assets in China, is currently among the top 100 banks in the world. As of 31 December  2015, Wing Lung Bank’s consolidated total assets stood at HKD257 billion.

OFFICE ADDRESS: Suites 3201-3204, Two Exchange Square, 8 Connaught Place Central, Hong Kong

ENQUIRY HOTLINE: +852 268 95555