Julie Koo

MD, Global Head of Partnerships and Relationship Management at Citi Global Wealth

Speaker

Julie Koo is Managing Director and Head of Partnerships and Relationship Management, Citi Global Wealth Investments. Julie drives strategic relationship management for Citi Wealth globally. She is responsible for developing new manager relationships, overseeing existing manager relationships and identifying opportunities where Citi Wealth can partner with external managers to optimize growth. She is a member of Citi Wealth’s Investment Solutions global leadership team. Prior to her current role, she was responsible for leading relationships and driving global sales for Citi Wealth’s traditional investment business.

She started her career as an Investment Specialist in International/Global Equities at Fidelity in Boston, before moving to London in 2000 as an Executive Director for Institutional Business for EMEA. She moved with Fidelity to Hong Kong in 2006 as Managing Director and Head of Institutional Business for Asia exJapan. Subsequently, Julie spent 5 years in a similar role at HSBC Asset Management in Hong Kong, before joining UBS in 2015 as Head of Institutional Distribution for Asia Pacific, as well as Head of the overall Hong Kong business for UBS Asset Management.

Julie holds a Bachelor of Arts degree from Mount Holyoke College. She is currently registered with the Hong Kong Monetary Authority as Executive Officer, responsible for securities dealing, securities advising and asset management.