SCB Julius Baer appointment of Head of Investment Advisory
SCB-Julius Baer Securities Co., Ltd. (SCB Julius Baer), a joint venture company between first Thai bank Siam Commercial Bank (SCB) and leading Swiss global wealth management company and Asia’s fourth largest private bank, Bank Julius Baer, has announced the appointment of Mr. Qizan (Kean) Tan as its Head of Investment Advisory, effective May 2022. Mr. Tan will oversee a team in charge of investment advisory and solutions, offering advice on high-quality international investment products and solutions to Ultra high-net-worth clients in Thailand.
Commenting on the appointment, SCB-Julius Baer Securities Co., Ltd. Chief Executive Officer Lalitphat Toranavikrai said, “SCB Julius Baer is delighted to announce the appointment of Mr. Qizan (Kean) Tan as Head of Investment Advisory. In his new role, Mr. Tan will lead our Investment Advisory teams to provide best-in-class investment solutions and expert advice to our clients who are increasingly seeking international investment products to diversify their portfolios. We are confident that Mr. Tan will be able to leverage his extensive experience in investment consulting to bring to our high-net-worth clients global investment opportunities and contribute to the growth of the wealth management business for SCB Julius Baer.”
With over fifteen years of experience working in Asia, he has an extensive understanding of Asian markets and the needs of high-net worth clients. Mr. Tan joined SCB Julius Baer in 2021 as Senior Investment Advisor, prior to assuming his current position as Head of Investment Advisory. Prior to joining SCB Julius Baer, he gained vast experiences in finance, banking, and investment management over a broad spectrum of asset classes at a number of renowned financial institutions. In his previous roles, he has experiences in heading the funds and investment consultant units at leading financial institutions in Singapore.
