JBWere Advice Initiatives for Asian Community

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Wealth Management firm JBWere has announced key appointments aimed at enhancing its services to Australia’s Asian community.

Kenny NG has joined to JB Were from Credit Suisse to establish what the firm refers to as ‘… a national private wealth management capability … dedicated to serving high and ultra high net wealth Asian families in Australia.’

Mr Ng has recruited his former Credit Suisse colleagues Director Vivian Moo and Analyst Esterly Lumy. Each has an Asian background and are fluent in a number of Asian languages.

While these appointments are not insurance-focussed, they are important in terms of possibly representing a growing trend towards servicing the needs of a changing Australian society, which will have an impact on the full range of financial services and advice.

JBWere’s Head of Advice, Matt Stovold, said “JBWere is committed to enhancing its offer for the Asian community in Australia and recruiting Kenny and his team is a significant step in that strategy,”

“We recognise the growing size and importance of the Asian community in Australia and have been developing our expertise and product offering for these clients.” he said.

…these clients want a manager who is attuned to their culture and who speaks their language

“Our Asian clients require wealth managers with significant Australian experience and who understand the complexity of Australia’s financial and superannuation systems. Yet at the same time these clients want a manager who is attuned to their culture and who speaks their language,” added Mr Stovold.