Skip to content
International Adviser
  • Contact
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Julius Baer partners with Chinese wealth management institute

By Robbie Lawther, 20 Aug 20

In a bid to improve training and education in the country

Swiss private bank Julius Baer has entered into a partnership with Beijing International Wealth Management Institute.

Both parties will work closely to combine Julius Baer’s wealth management expertise with academic research conducted by the institute to improve the training and education of professionals in the Chinese wealth management industry.

The Institute was established through the support of the Beijing Municipal Government and Tongzhou District Government.

Jimmy Lee, head Asia Pacific and member of the executive board at Julius Baer, said: “China is a key market for Julius Baer and we are honoured to be able to contribute to the ongoing development of the private wealth management industry through this partnership.”

Shan Li, chairman of the board at the Beijing International Wealth Management Institute, said: “The strategic partnership between the Institute and Julius Baer will set a good example for the wealth management industry and wealth management education.

“I believe this synergy will promote the continuous evolution of China’s wealth management industry towards internationalisation and specialisation.”

Tags: China | Julius Baer | Wealth Management

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Companies

    Wealth demand for private credit holds firm despite fresh liquidity concerns

    Industry

    VIDEO: II’s The Breakfast Briefing Ep 3 – Rémi Lambert, Global Chief Investment Officer, AXA IM Select

  • Asia

    Skybound launches expat resilience initiative to help families prepare for uncertainty

    Industry

    FCA announces new rules for reporting on cyber-attacks and third-party incidents


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.