Julius Baer, the leading Swiss wealth management group, announced today the appointment of Kevin Tay as Head of Wealth Planning and Family Office Services, Singapore.
Singapore/Hong Kong, 1 November 2021 – Bank Julius Baer is pleased to announce that Kevin Tay has re-joined the Bank as Head of Wealth Planning and Family Office Services, Singapore, with effect from 1 November 2021.
He will be responsible for leading the Bank’s wealth planning team in Singapore to provide best-in-class wealth planning services to its clients and, in a newly created role, oversee the Bank’s Family Office offering to provide innovative and bespoke solutions for its family office clients. He will be reporting to Eleanor Yuen, Head Wealth Planning & Investment Finance APAC, for Wealth Planning and Jason Moo, Head Private Banking, Southeast Asia and Branch Manager, Singapore, for Family Office Services.
Kevin joins from Sequent Group, where he was Senior Partner, Head of Asia and member of the Group Executive Committee. Before that, he was with Julius Baer for almost 14 years, most recently as Head of Wealth Planning and Investment Finance for Southeast Asia. Earlier in his career, he held various senior positions at BNP Paribas Private Bank and HSBC Trustee (Singapore). Kevin is a lawyer by training and spent his initial professional years at Rajah & Tann.
"Kevin’s appointment showcases the importance of family offices to the Bank and our focus on family offices as a separate and unique client segment. With his experience in structuring and advising family offices and his familiarity with the Bank and its products, I believe that Kevin is best placed to engage relevant stakeholders to develop an exclusive and targetted offering for family offices,” said Jason Moo.
Eleanor Yuen added: “I am very pleased that Kevin has decided to return home to Julius Baer where he had set up and built the wealth planning department in Singapore. I am confident that under his leadership, the team will continue to create a differentiated wealth planning experience for our clients”.