Citi Private Bank has appointed Julie Koo as head of Citi Investment Management (CIM) sales for Asia Pacific, effective immediately.
Based in Hong Kong, Ms Koo will report to Roger Bacon, head of Investments for Asia Pacific, as well as Stephanie Luedke and Dan O’Donnell, global heads of CIM and CIM Alternatives, respectively. She succeeds Adam Proctor, who was appointed global market manager for Singapore, Australia and New Zealand in February this year.
In her new role, Ms Koo will lead sales of the bank’s discretionary investment management capabilities in the region, covering equities, fixed income and multi-asset class mandates, as well as sales of third party mutual fund, hedge fund, private equity and real estate offerings.
In the asset management business with more than 23 years’ experience, Ms Koo was most recently at UBS where she was the head of Institutional Distribution for Asia Pacific and head of the overall Hong Kong business for UBS Asset Management. She has also held senior positions at Fidelity and HSBC Asset Management in Hong Kong.
The appointment comes after the bank appointed Catherine Cheung as its Asia Pacific strategist in Hong Kong last month.
With approximately $460 billion in global assets under management, Citi Private Bank has 48 offices, serving clients across 116 countries.