Chien stands as a pillar of excellence among private bankers in Hong Kong. With a wealth of experience spanning decades, she leads UBS Global Wealth Management in the city, responsible for formulating business strategy and overseeing the day-to-day operations of the Hong Kong domestic market.

Joining UBS Global Wealth Management in 1995 as a client advisor, Chien later assumed the role of desk head for the Hong Kong team. Following a pivotal role as an executive director at Goldman Sachs Private Wealth Management from 2004, Chien rejoined UBS in 2008 and in 2010 became cluster head for the UHNW team. After departing UBS again and spending two-year tenures at EFG Bank and Barclays Private Bank, she returned as country team head in 2014.

In 2018, Chien was appointed as regional market manager for the Hong Kong domestic team. By April 2019, she ascended to the position of head of Hong Kong domestic and South East Asia in February 2020.

Under her leadership, Chien and her team received Asian Private Banker’s accolade of Best Private Bank for Hong Kong in 2020. Her dedication to delivering exceptional client services in a dynamic landscape, along with positioning her team as trusted advisors, has earned admiration from industry peers.

Beyond her professional achievements, Chien participates in industry charity and social events, especially those supporting female empowerment and sustainability. She also owns several Japanese and Italian restaurants in the city, one of which is recognised with a Michelin one-star rating.

Her commitment to mentoring young talent is evident as she emphasises creating a positive and collaborative workplace culture while prioritising the mental health and well-being of team members. As Chien once shared on social media: “As leaders, we have a responsibility to create a culture that fosters collaboration and positivity, while also prioritising the mental health and well-being of our employees”.

Chien graduated in Finance at The Wharton School of University of Pennsylvania. She holds an EMBA from the University of Western Ontario, Richard Ivey School of Business.

Having joined HSBC over 23 years ago, Wong has embraced a non-traditional path on his way to becoming one of Hong Kong’s top private bankers. Having started out as a commercial and corporate banker, Wong only joined HSBC Global Private Banking in 2021.

Despite role rotations being common at HSBC, Wong swiftly rose to lead a team of UHNW bankers and became a renowned UHNW banker himself within a mere three-year timeframe.

His success story is directly attributable to his diverse experience at the bank. Starting as a management trainee in Corporate, Institutional Banking, and Markets, he has since held 12 roles primarily focused on client coverage and people management across Commercial Banking and Global Private Banking. Following two secondments to the UK and Macau, he transitioned to GPB seeking a new career path in wealth management.

With such broad exposure to various business lines, Wong’s experience exemplifies why he is the go-to banker for any client that truly wants to get an in-depth understanding of all the best the entire HSBC group has to offer.

Throughout his entire stint with the bank, however, he has derived most motivation when a position has catalysed him to drive inspirational changes.

“I am glad that I have been able to enjoy my job throughout my career, and hope this will continue to last,” he says.

To keep himself busy outside of work, Wong is a voracious reader of books and dedicated to sports. Even better is combining the two interests by reading his Kindle while running on a treadmill. Once in a while, he dusts off his piano skills in what amounts to a spiritually healing practice for the top banker.

“I have set my target to complete my debut cross country running event and first overseas full marathon experience in the coming six months,” he says modestly.

Wong graduated with first class honours in Actuarial Science from the University of Hong Kong.

With a stellar track record in the industry, Ng’s journey at UBS spans over 16 years, dating back to his initial role focusing on investment products.

Commencing his career at Goldman Sachs Investment Bank Asia, Ng honed his core skills and knowledge within the credit risk and advisory team, establishing a strong foundation for his professional trajectory.

Transitioning to UBS, he further expanded his expertise in investment products, delving into the realm of wealth management client coverage across family offices, institutions, and UHNWIs.

Throughout his tenure, Ng has assumed senior positions including leading the investment products team at UBS’s Kowloon office and being promoted to head of banking products at the UBS Hong Kong branch.

In 2017, Ng joined the Hong Kong domestic team as desk head, ascending to become one of the bank’s trusted advisors, offering the overarching “One UBS” solutions and services to clients.

His performance and versatile skill set have garnered recognition, positioning him as a rising star within the UBS Global Wealth Management Hong Kong domestic team.

Ng is currently a guest speaker at a university in Hong Kong, where he shares valuable insights with students on personal experiences and finance topics. Apart from his professional engagements, Ng is a sports enthusiast, particularly enjoying football and tennis.

Ng has a bachelor’s degree from London School of Economics and Political Sciences in Accounting and Finance, and a bachelor’s degree from the University of Hong Kong in Psychology. He also attained a Master of Science degree from University of Rochester and a Master of Advanced Studies from University of Bern.

As head of the HNW segment at HSBC Global Private Banking, Chong blends elegance with expertise as she channels her dedication towards fostering meaningful client relationships.

She joined the UK bank in 2005 as a relationship manager in the financial institutions group within Global Banking and later moved to the multinational team as a relationship manager. That laid the foundation for a multifaceted approach to client servicing and relationship management.

Chong assumed the role of head of business development for global trade and receivables for Global Banking clients in Hong Kong in 2016. She moved into the private banking world in 2018, where she undertook the role of desk head for the Hong Kong market until 2023.

A standout aspect of Chong’s current role is her reputation for hosting exclusive client engagements, ranging from art exhibitions to watch showcases, and the recent launch of HSBC’s private banking credit card, Prive. Each of these has showcased her dedication to client servicing excellence.

Throughout her professional life, she is most inspired by the passion and creativity of the next generation of bankers. Chong believes that their approach to problem-solving serves as a reminder to stay open-minded and embrace changes.

“While I equally value the lessons from past and current managers, it’s the fresh perspectives of our younger team members that continuously remind me to stay curious and adaptable in this ever-evolving banking industry,” Chong says.

While nothing tops spending quality time with her six-year-old son, Chong finds balance outside of work through a mix of activities, ranging from working out to painting.

“Trying out new restaurants is my other passion – I’m often amazed by how simple ingredients can be transformed into something so specular using different techniques,” she says.

Chong holds an MBA from Hong Kong University of Science and Technology and a double Bachelor’s degree in International Studies & Banking Finance from the University of South Australia.

Chow has devoted the past three decades of his career to private banking.

Having started at Citi 35 years ago, Chow held positions at HSBC Global Private Banking before transitioning to Credit Suisse as team head. Subsequently, he moved to ING Private Banking, assuming the role of Hong Kong market head.

In 2016, Chow joined Julius Baer, tasked with nurturing and expanding Julius Baer’s franchise in Mainland China, Hong Kong, and Taiwan.

As a seasoned banker, Chow finds his greatest inspiration in building a business from the ground up.

“Over the past 30 years, at various banks, I’ve had the privilege of watching our ventures grow and thrive, thanks to a committed and dedicated team. Many of us have been together for over 20 years, with some going back 29 years, and we truly run our business like a family,” says Chow.

Knowing that his efforts positively impact clients and their families serves as a continual source of motivation for Chow.

“Our clients’ well-being isn’t just a goal; it’s the heart of what we do. We’re not just offering services; we’re extending ourselves, our expertise, and our dedication to their futures,” he adds.

Beyond his professional commitments, Chow harbours a passion for watch collecting, a fervour that has been with him since the age of 13. Each watch in his collection tells a unique tale and commemorates the personal and professional milestones that have shaped his journey.

Beyond that, Chow’s biggest source of joy is spending time with valued business partners and teammates.

“A good laugh with them is irreplaceable — it’s a reminder that success is also about creating memorable moments and fostering a team spirit that keeps us all motivated,” he adds.

Chow holds a bachelor’s degree in Economics from the University of Southern California.

Since joining BNP Paribas Wealth Management in 2014, So has been tasked to manage a team of experienced bankers that serve Greater China family offices and HNWIs. Frequently seen at both internal and external events, she has emerged as a familiar face within BNP Paribas in Hong Kong, alongside her colleagues.

So is also recognised by various senior industry figures in the region as one of the best-performing private bankers covering the market, known for delivering consistent performance and maintaining a strong track record across market cycles.

She began her career at DBS as a treasury salesperson and joined Citi Private Bank to begin her private banking journey in 2006. During her time at Citi, she was awarded as regional investment asset under management growth leader and revenue growth leader for years.

She says her inspiration and motivation come from in-depth conversations with clients, which have led to lasting relationships based on trust and credibility, allowing her to support their needs with appropriate solutions.

“Additionally, as a team head of multinational and multilingual young bankers, I take pride in coaching them and seeing them grow and succeed,” she says.

For So, practising Muay Thai is a way for her to de-stress, while painting serves as another way to unwind and be creative. She is especially fond of painting still life and animals, which requires her full attention. “It’s fulfilling to create something I can display or gift to friends.”

So holds Bachelor’s Degrees in Laws and Business Administration from the University Hong Kong. She is also a Certified Financial Risk Manager, a Chartered Financial Analyst, and Certified Private Wealth Professional.

Ernest Ho’s professional path did not initially lead him to private banking. However, since he joined J.P. Morgan Private Bank in 2007, he has emerged as one of the fastest-rising bankers within the Wall Street lender and the broader industry.

The intricacies of the US banking model pose challenges for many, yet Ho has established himself as a trusted advisor to the private bank’s most sophisticated clients in Hong Kong over 17 years. In 2023, he ascended to the role of head of Hong Kong and Philippines market, where he oversees a team that caters to UHNWIs, families, and family offices in Hong Kong.

What Ho finds most fulfilling in his role is the opportunity to exchange best practices with global teams and travelling to engage and share insights with clients.

Having spent nearly two decades at J.P. Morgan, he draws motivation and inspiration from several aspects of the bank. These include: “The breadth and depth of our private banking platform in each local market; the trust clients place in us and the global access we have to advise clients to explore new ideas and create meaningful connections every day; and the bank’s fortress balance sheet that helps provide peace of mind to clients,” he says.

“All of this makes it easy for me to stay motivated and do my best for our clients and our team,” Ho adds.

Beyond his professional endeavours, Ho has recently discovered joy in refining his culinary skills. Another passion close to his heart is photography, a gift passed down by his father who presented him with an Nikkon FM2 camera during his teenage years. His photographic interests gravitate towards portrait and street photography.

“I enjoy comparing the film-based photographs I have taken over the years with digital versions taken nowadays. Nothing beats an SLR on film.”

Ho holds a B.Sc. in Pharmacy from the University of Toronto.

Chan joined Julius Baer in 2015 to develop strategic business in the Hong Kong market and expand the bank’s footprint and client base in the Greater China region. Today, she stands as one of the most seasoned and accomplished bankers in the Hong Kong market.

During her extensive career, Chan spent a decade at Banc One Corporation specialising in investment solutions. However, her true expertise in wealth management flourished during her 21-year tenure at Morgan Stanley.

At Morgan Stanley Private Wealth Management, Chan held the position of head of sales in Hong Kong & China, where she provided counsel to UHNWIs, family offices, endowments, and foundations.

“Creating value beyond wealth” – the corporate purpose of Julius Baer is something that motivates Chan. She is dedicated to helping her clients not only manage their financial futures but also understand and shape the broader future.

Chan champions innovation within Julius Baer. This includes supporting Launchpad, the bank’s innovation lab, and crafting AI-driven solutions that are steering future growth of the institution.

Moreover, she plays a pivotal role at JB Cares, the philanthropic division of the bank. Here she directs global resources toward initiatives aimed at reducing wealth inequality in Greater China.

Outside of work, Chan remains dedicated to mentoring university students and facilitating connections with seasoned professionals across diverse industries.

“I believe in encouraging young talent to explore unconventional career paths, challenging them to think beyond traditional routes to success,” she says.

She is also a member of the Hong Kong Professionals and Senior Executives Associations, the Hong Kong Women Professional and Entrepreneurs Association, and the Hong Kong Federation of Youth Group.

Chan graduated from the University of Chicago with a Bachelor of Arts in Economics.

With a wealth of industry experience under Yip’s belt, he has ventured into diverse areas, carving out a prominent presence in Hong Kong’s private banking landscape.

Beyond his private banking hat, Yip is also a member of the Hong Kong Executive Committee of Citibank, serves as vice chairman of the Private Wealth Management Association (PWMA) of Hong Kong, and an honorary chairman of the Youth Committee of The Chinese Manufacturers’ Association of Hong Kong (CMA).

Having worked at Citi Private Bank for almost two decades, Yip ascended to the position of Global Market Manager (GMM) in Hong Kong in 2018, followed by covering the entire Greater Bay Area market in late 2022.

Despite the challenges faced by Citi in 2024, his leadership steered the region towards growth, achieving substantial investment revenues.

“I find immense fulfilment in witnessing the joy on our client’s faces as our bankers assist them on their wealth management journeys.”

Yip’s career journey includes a notable stint at Hang Seng Bank in the early 2000s, before rejoining Citi in 2005 as a private banker. Despite his profound expertise in the Hong Kong market, he embraced the challenge of building and covering the Thailand market at Citi in the late 2010s.

As a manager, Yip enjoys seeing the growth of his team, and witnessing their journey into becoming a trusted advisor. For him, the opportunity to innovate and collectively achieve success fuels his commitment to fostering a supportive and thriving workplace.

There are two sides to Yip. By day, he spends most of his time at meetings at 3 Garden Road. When he is not working, you can easily find Yip enjoying French wine in some of the top restaurants in Hong Kong, honing his golf swing skills, or pumping iron at the gym.

He also enjoys jogging, where he loves the striking view of the Citi office at Champion Tower alongside the captivating coastline of vibrant Hong Kong.

Yip graduated from the University of British Columbia, Canada.

Responsible for a team of about 90, Wong currently leads the private clients segment for UBS Global Wealth Management in the Greater China region. Established in 2022, this focuses on providing the best of UBS solutions to clients with investable assets ranging from US$1 million to US$5 million.

While venturing into HNW coverage, Wong’s track record was established in his previous role, catering to UHNW clients in the Hong Kong domestic market.

Wong began his journey in wealth management and investment banking in 2001. Joining UBS Global Wealth Management in 2006 as a client advisor, he progressed to become desk head for the Hong Kong domestic team from 2013 to 2018. In 2018, he was appointed as country team head, leading a team of over 30 client advisors.

Demonstrating his versatility and commitment through various roles at UBS, Wong now spearheads the high-potential segment characterised by young, professional, and tech-savvy clients.

“We established this specialised team because such clients have always been a pivotal focus group with significant growth prospects,” he shared when UBS introduced the private clients segment.

As a sport and exercise enthusiast, Wong finds joy in golf and tennis outside of work. However, his greatest passion lies within the industry. He serves as a panel member of the Hong Kong Securities and Futures Appeals Tribunal and has been a CFA Charter-holder since 2008.

Wong graduated Magna Cum Laude and received his Bachelor of Science in Finance from the Wharton Business School at the University of Pennsylvania. He also received his Master in Finance and Wealth Management from the joint degree programme of University of Rochester and University of Bern (Switzerland) in 2018.

Tsang has a track record in the industry of providing one-bank solutions to clients. Currently steering a team at Citi Private Bank that caters to UHNW and family offices across the Greater China region, his roots trace back to his tenure at Credit Suisse, where he developed his skills.

With a career spanning close to two decades in private banking, Tsang began his journey at UBS, where he spent six years. His transition to Credit Suisse marked a pivotal moment as he ascended to become one of the top bankers in the Greater China market, spearheading teams during his seven-year tenure.

Despite the changes within the industry, Tsang remains deeply connected to the core values of “one bank solutions,” an ethos that continues to resonate with him after his transition to Citi Private Bank nearly two years ago. Leveraging the right resources and teams, Tsang has closed numerous one-bank deals, showcasing his commitment to client-centric solutions.

Tsang also channels his passion towards nurturing startups within Hong Kong and the Greater Bay Area. His team has originated equity financing for start-up companies in the area who later became unicorns, as well as helping GBA and China clients set up family offices in Hong Kong.

As a proud native of Hong Kong, Tsang is deeply invested in fostering local startups and offering financial expertise to entrepreneurs in the GBA. He is eager to share his experience and credit others when their contributions are deserving.

“My motivation stems from witnessing the success and growth of those around me, including team members, business partners, and colleagues,” he says.

Tsang also shares a strong passion for collectable watches, cigars, and is a certified tea assessor. His range of interests also extends to motorsports.

“I harbour a dream of guiding my daughter towards becoming a professional race driver, ideally obtaining an FIA Super Licence,” he says.

Tsang holds a Bachelor of Economics & Finance from the University of Hong Kong.

While Tam’s primary occupation is as a private banker, she is also a well-known figure frequently featured in fashion, lifestyle, and business magazines. Her diverse interests complement her strong professional skills, which form the bedrock of her identity.

Leading a team of private wealth advisors, Tam is responsible for developing and maintaining key client relationships for UHNWIs and families in the region. Besides her core responsibilities helping clients with core wealth management needs, she works with NGOs and foundations supporting their liquidity requirements and portfolio management needs.

“One of the greatest privileges of being a private wealth advisor is that I get to work with the most successful founders and business leaders in their respective fields on a daily basis. I get to learn from them, firsthand, how they are successful in the good times and learn why they are successful during the tough times,” Tam says.

“It is by understanding both the hard skills of how and the soft skills of why that I continually learn how to serve each and every client.”

Tam’s passion for work stems from her belief in making a positive impact. While it is impossible to guarantee investment performance as market conditions are unpredictable, by empowering her team to provide attentive and compassionate support, she has successfully guided clients through uncertain market conditions.

Her motivation to work is arguably best summarised by a client who once said to her: “I really see the joy you get out of helping people solve their problems”.

Tam has inherited her family’s deep dedication to social service, but in her spare time she also maintains a passion for art and design.

“I noticed that many charities cannot afford professional advice – legal and financial. Hence, I spend most of my time outside of work serving various charitable and government boards,” she says.

She currently serves on the board of Hong Kong Tourism Board and the Hong Kong Zonta Club, a women’s rights organisation. Tam is also on the audit committee of the Housing Authority, as well as the fundraising committee of Mother’s Choice, and a co-founder and trustee of Design Trust. Her glittering wedding reception in Hong Kong in 2017 was attended by political heavyweights and local tycoons.

Tam holds a BA in International Relations and Economics from Tufts University and an MS in Accounting from Boston College.

After 25 years at Goldman Sachs, Hui is proud to say that he is a proud member of the venerable Wall Street lender’s unofficial “quarter century club”.

In his capacity as a managing director, Hui spearheads a team of private wealth advisors based in Hong Kong, catering to UHNWIs and mega-wealthy families, offering them the creme-de-la-creme of Goldman Sachs’ suite of financial services.

Since joining the bank in 1999, Hui has strived to hit new heights, culminating in his appointment as managing director in 2012.

During his tenure, he has had to adeptly manage relationships with UHNW families and corporate entities in the region, showcasing his expertise in wealth management and client stewardship.

Hui’s extensive wealth of experience also equips him with a deep understanding of the intricacies of wealth management within the dynamic Hong Kong market, positioning him as a trusted advisor and strategic partner to his clients.

Renowned for grooming top-tier bankers, Goldman Sachs has proved a fertile ground for Hui’s professional growth and success, garnering recognition from industry peers for his exceptional performance and unwavering dedication.

Hui holds a Bachelor of Applied Science in Computer Engineering from the University of Waterloo and an MBA from the MIT Sloan School of Management.

Although Lee did not start his career as a private banker, It did not take him long to rise to become one of the most influential bankers in Hong Kong.

Lee joined BNP Paribas Wealth Management seven years ago, initially as head of investment services, Hong Kong, and deputy head of investment services, Asia Pacific. Lee swiftly took the reins of the Hong Kong wealth management market in 2019, eventually becoming head of wealth management for the region.

Over the past two years, Lee’s achievements have included expanding BNP Paribas Wealth Management’s market presence in Hong Kong, sustaining resilient growth in investment revenues, and recruiting top private bankers from competitors.

Prior to becoming a private banker at BNP Paribas, he was head of equities, Asia for J.P. Morgan Private Bank. Before that, Lee worked at Bear Stearns and Bank of America Merrill Lynch in capital market roles across Hong Kong, Japan, London and New York.

For Lee, knowing that he can support his team and make a difference for their clients is what motivates him everyday. “The ever-changing nature of wealth management provides constant opportunities for growth and learning. We need to embrace it all, do what is right, continue to grow, and live in the moment,” he says.

Amid a busy schedule meeting clients, Lee enjoys exploring the world with his family, immersing himself in diverse cultures globally. To maintain an active lifestyle outside of work, he enjoys golf and HIIT workouts.

He is also dedicated to giving back to society, where he shares his passions in supporting NGOs and mentoring the next generation of industry leaders. He frequently hosts events that aim to empower and inspire upcoming professionals.

Lee obtained a Master’s degree in Commerce and a Master’s in International Business from the University of Sydney. He also holds a Bachelor’s degree in Commerce and a Bachelor’s degree in Laws from the University of New South Wales.

Cheung made a strategic move from Credit Suisse to Swiss pure-play EFG during a pivotal period of expansion in the latter’s Asian operations. At EFG, he now manages a team of experienced bankers dedicated to catering to the needs of Greater China clients.

Cheung’s professional journey commenced in 2005 at HSBC Private Banking, marking the inception of a career that led him to Credit Suisse, where he dedicated over 13 years to honing his skills and showing commitment to clients.

His tenure at Credit Suisse was focused on leading Greater China-focused teams, navigating various sectors such as brokerage, private banking, and investment banking. He notably engaged in IPO activities and collaborated with institutional investors.

Despite transitioning to a boutique bank without extensive universal banking support, Cheung’s prowess as a top-performing banker dedicated to delivering wealth management solutions to clients remains widely acknowledged.

“My multifaceted background equips me with a unique perspective on global financial markets and wealth management strategies,” he says.

Central to Cheung’s philosophy is maintaining control over investments, a principle that not only shapes his personal approach but also influences his leadership style and approach to building teams with a focus on risk management.

Beyond his professional endeavours, Cheung engages in fostering a culture of sportsmanship within EFG, a core value of the bank. He can be seen participating in activities ranging from golf to cycling at EFG events. His involvement in field trips to Europe alongside senior members of the bank suggests a commitment to both professional development and team camaraderie.

Cheung holds a Bachelor of Science in Managerial Economics from UC Davis.

With an impressive track record spanning over 28 years in private banking, 2024 marked a significant milestone in Chan’s career.

His journey at Bank of Singapore began in February when he became head of Private Banking for Greater China at the Hong Kong branch. By April, he had been appointed chief executive of the Hong Kong branch, solidifying his position as a key figure in the industry.

Chan’s expertise was honed during his tenure at Credit Suisse, where he held roles such as head of global wealth management for Greater China and chief executive of the Hong Kong branch. His contributions were key in propelling Credit Suisse’s Greater China market to become the fastest-growing in the APAC region during a period of dominance alongside UBS.

Prior to his time at Credit Suisse, Chan gained invaluable experience at Barclays and Goldman Sachs’ Private Wealth Management divisions in Hong Kong.

At Bank of Singapore, Chan has been tasked to leverage his “one-bank” knowledge to drive regional growth. The industry eagerly awaits to see how he will integrate his knowledge into the Bank of Singapore and OCBC model. Chan’s mentors and managers from his previous employers serve as a source of inspiration for him.

“What they all shared was a deep passion and love for their work, as well as a commitment to continuous learning and a growth mindset,” he says.

As a tennis lover, Chan also draws inspiration from athletes such as Roger Federer and Michael Jordan, whose paths to success were not easy and characterised by numerous setbacks. Learning from athletes who relentlessly refine their skills and adapt to changing circumstances, he is motivated to take on a mindset of continuous learning and development in his own professional life.

“Their graceful and gracious demeanour in both victory and defeat also exemplifies the true essence of sportsmanship. It reminds me that our character is shaped by how we handle both triumph and failure, and true leaders show respect and humility regardless of the outcome,” he says.

Chan holds a Bachelor of Arts (Economics) from the University of Chicago.

Shing embarked on her professional journey at Christie’s, bringing her expertise from the auction house to private banking nine years ago when she joined HSBC Global Private Banking. In this role, she catered to clients in Hong Kong with global financial needs.

Transitioning to J.P. Morgan Private Bank three years ago, she undertook the responsibility of tailoring wealth management strategies for UHNWIs, families, and family offices in the region.

Despite her young age, she has provided herself as a pivotal figure within the Hong Kong team at J.P. Morgan Private Bank, including by moderating and participating in internal events. She finds the greatest motivation in being recognised by clients as both a trusted advisor and a friend, a relationship that evolves over the years and can promise decades of growth ahead. It is these enduring personal connections with clients that imbue her daily work with profound significance.

On work ethics and life’s guiding principles, Shing’s motto is: “Be kind, be smart, be diligent.”

Beyond her professional pursuits, Shing enriches her life through travel, having backpacked on longer trips to immerse herself in diverse cultures and natural landscapes. She is also a bookworm, and is currently delving into selections from the J.P. Morgan 2024 Summer Reading List.

Shing holds a Bachelor of Arts in Politics, Philosophy, Economics (PPE) from the University of Pennsylvania.

Cheung joined Julius Baer in 2006, the same year the firm opened its Hong Kong office.

Having transitioned from Credit Suisse, she has since taken on several senior positions, focusing on driving growth of the region’s coverage for the Swiss pure-play.

Cheung now serves as group head of Greater China Hong Kong, leading a seasoned team dedicated to bolstering the presence of the Swiss bank in this key market.

With over two decades of experience, Cheung’s work at Julius Baer and commitment to performance has earned her a solid reputation and the respect of her peers.

Driven by a passion for continual self-improvement, Cheung is dedicated to not only achieving success in her current role but also to consistent evolution, both as a leader and as an individual. She believes that adaptability and growth are paramount in the dynamic and ever-changing landscape of private banking. This belief motivates her to explore new ideas, take on challenges, and inspire her team to do the same.

“I’m always looking for ways to better myself and the people around me. That’s what keeps me excited and engaged—it’s about progress, not perfection,” Cheung says.

A keen traveller, Cheung values the power of exploration in broadening her perspectives. Her love for immersing herself in diverse cultures continually inspires fresh ideas and innovative solutions.

Additionally, she finds thrill and focus in skiing, a sport that requires her to stay sharp and disciplined, and it teaches her resilience.

“These hobbies not only provide a sense of balance in my life but also shape the way I approach leadership—with agility, focus, and an adventurous spirit,” she adds.

Cheung holds a bachelor’s degree from Boston University.

2024 marks the 20-year milestone of Hon’s journey with Citi Private Bank. Hon’s dedication and commitment to excellence at the bank showcase why she stands out as one of the top bankers in the region.

Beginning her private banking career at Citi Private Bank as a wealth management associate in 2004, Hon was appointed private banker in 2006, covering mainly Hong Kong clients and UHNW relationships in the Philippines. She was named team head for Hong Kong in 2021.

Over two decades, Hon has won Citi Private Bank’s Chairman Council award – an accolade reserved for individuals who have significantly contributed to the success of the Citi franchise – in 2008, 2010, 2014, 2016, 2021, and 2022. She also serves as a member of Citi Wealth’s Leadership Advisory Board.

While it is not easy to always keep up with good performance, Hon sources inspiration from the people she works with and their mission to deliver the right solutions to clients. Curiosity about clients’ narratives, families, and businesses also keeps her going daily.

“The profound trust and partnership that clients place in both Citi and myself serve as a driving force, motivating me to tirelessly provide optimal and attentive solutions,” she says.

Cooking serves as Hon’s meditation, where she finds a sense of tranquillity in the act of preparing meals. She sees food as a narrative that connects individuals to their heritage, whether it is crafting simple dishes or cooking an elaborate Lunar New Year feast.

Hon holds a Bachelor of Arts degree from Boston University, majoring in Finance and International Management. She is also a member of the Private Wealth Management Association of Hong Kong.

Despite her relatively young age, Lam is widely acknowledged within J.P. Morgan Private Bank for her commitment and expertise. With over 11 years at the bank, Lam has been delivering tailored advice and wealth management solutions to UHNWIs across various sectors, including private equity, hedge funds, financial services, and portfolio management.

Throughout the past decade, Lam has cultivated deep and meaningful connections with her clients. For her, the greatest motivation comes from being regarded as a trusted advisor by her clients, who often refer her to their networks for further assistance.

Prior to her tenure in Hong Kong, Lam worked at J.P. Morgan Private Bank’s San Francisco office, catering to private company executives in the technology and financial services industries. Her dedication to excellence in client service has positioned Lam as a rising star in the industry.

“My job is most satisfying when I can help my clients articulate their short term needs and longer term goals with a personalised roadmap of how they can make it a reality,” Lam says.

Beyond her daytime job at J.P. Morgan’s Hong Kong office in Chater House, Lam can often be found running and hiking in Hong Kong. With a passion for the former, she has participated in half marathons worldwide, having completed events such as the San Francisco Half, Monterey Bay Half, and Hong Kong Half.

“I’m looking forward to doing my next one and will be considering Tokyo Half next and perhaps one day I’ll take on a full marathon,” she says.

Lam is a member of Women in Finance Asia (WIFA) and is a mentor in the WIFA mentor-mentee programme. She holds a Bachelor of Arts degree from Barnard College, Columbia University, double majoring in Economics and East Asian Studies.