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IMpower Incorporating FundForum
24 - 26 June 2024
The Grimaldi ForumMonte Carlo, Monaco

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


Julie Koo is a Managing Director and Head of Citi Investment Management’s proprietary and advisory sales in Asia Pacific. Based in Hong Kong, Julie is responsible for driving Citi Investment Management’s business in the region. She is also responsible for coordinating the regional activities associated with traditional funds research, alternatives research and operational due diligence for 3rd party investments.

She started her career as an Investment Specialist in International/Global Equities at Fidelity in Boston, US, 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 ex-Japan. 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.

Agenda Sessions

  • GFI insight: what are the winning formula for successful third-party manager partnerships?