Hong Kong Insurance & Wealth Advisory Firm Lioner International Group Opens New Office in Switzerland (Zurich), Appoints ex-UBS & HSBC Senior Insurance Executive Giorgio Jeni as Partner & Head of Switzerland, 27 Years Private Banking & Financial Industry Experience Including at UBS, HSBC, Julius Baer & Credit Suisse
9th June 2026 | Hong Kong
Hong Kong insurance & wealth advisory firm Lioner International Group has opened a new office in Switzerland (Zurich), and appoints ex-UBS & HSBC senior insurance executive Giorgio Jeni as Partner & Head of Switzerland. Giorgio Jeni has 27 years of private banking & financial industry experience including at UBS, HSBC, Julius Baer & Credit Suisse. Lioner International Group also announced 2 new hires with Yaru Gao as Senior Consultant & Maurice Ho as Consultant. Announcement (9/6/26) – Lioner International Group Ltd. (“Lioner”), Asia’s first and only fully integrated Insurance, Trust, and Family Office consortium, today announced the launch of its newest office in Zurich, Switzerland. It marks its first overseas presence outside Asia as the Group celebrates its fifth anniversary, further strengthening its presence across major global financial hubs. The new Swiss office reflects Lioner’s continued commitment to providing holistic, client-centric solutions to high-net-worth (HNW) individuals and families across the globe. By combining technical expertise with cultural fluency and a growing onshore team in Switzerland, Lioner is well-positioned to support internationally mobile families with increasingly complex multi-jurisdictional needs … … Switzerland: A Strategic Wealth Hub – Switzerland remains the world’s leading international wealth centre, managing more than USD$2.9 trillion in offshore assets in 2025, according to BCG’s 2026 Global Wealth Report: The Great Reordering. As demand for jurisdictional diversification rises—especially among HNW individuals with dual or multiple residencies—and cross-regional flows accelerate (cross-border wealth up 8.4% to US$15.7 trillion in 2025), clients are increasingly seeking partners who can address complex needs spanning wealth preservation, estate planning and family governance. Lioner’s entry into Switzerland responds to this appetite for protection-led and succession-planning strategies within a trusted jurisdiction, delivered through advisory-led solutions that go beyond products across legal, financial and family dimensions. A Seasoned Leader for the Swiss Market – To lead the new office, Lioner has appointed Giorgio Jeni as Partner and Head of Switzerland. Giorgio brings over 27 years of experience in the HNW life insurance and wealth management industry, having held senior roles at HSBC, UBS, Julius Baer, and Credit Suisse. Strengthening Local Presence: Yaru Gao and Maurice Ho Join Lioner as Switzerland Team – As part of Lioner’s strategic expansion beyond Asia and its commitment to building substance and scale on the ground in Switzerland, Lioner also announced that Yaru Gao joined the strong team as Senior Consultant and Maurice Ho joined as Consultant, both based in Switzerland and reporting to Giorgio. Together, they will support market engagement and the development of Lioner’s Switzerland platform for international entrepreneurs and HNW clients. Yaru is a senior banker and CFA Charter holder with over 16 years of experience advising entrepreneurs and corporate decision-makers across Europe and Asia. She previously held senior roles at China Construction Bank across Zurich, Hong Kong, and Chinese Mainland. Maurice specialises in insurance solutions for HNWIs with over 20 years of experience across Hong Kong, Greater China and international markets. His leadership experience as a responsible and compliance officer in key markets strengthens Lioner’s ability to support Swiss private bankers and intermediaries serving Asian HNW clients with robust governance and execution. With established operations in Hong Kong, Singapore, Beijing and now Switzerland, Lioner is uniquely positioned as a trusted global partner for HNW individuals, families, and institutions seeking total solutions in wealth protection, preservation, and succession.” In 2026 March, Barclays 30-year veteran & BNP Paribas Wealth Management Regional Head of Wealth Planning Solutions for Asia Brian Kenyon joined insurance & wealth advisory firm Lioner International Group as Group Strategic Advisor. Brian Kenyon was at Barclays for close to 30 years, and held senior leadership roles in Barclays private banking & trust businesses. At BNP Paribas, Brian Kenyon held senior roles including as Regional Head of Wealth Planning Solutions for Asia & Managing Director of BNP Paribas Singapore Trust Corporation. In 2025 October, UBS 21-year veteran & ex-Head of Wealth Planning Hong Kong Henry Lam joined insurance & wealth advisory firm Lioner International Group as Group Strategic Advisor. Henry Lam has 29 years of financial industry & private banking experience at UBS, Credit Suisse & HSBC, and held senior roles including as Head of Wealth Planning & Advisory APAC (HSBC), Head of Wealth Solutions APAC (Credit Suisse) & Head of Wealth Planning Hong Kong (UBS). In 2025 March, HSBC Private Bank Head of Wealth Planning for Greater China Andy Leung joined Lioner International Group as Managing Director. Andy Leung was with HSBC for 12 years holding various roles including at HSBC Corporate Bank, Private Bank & HSBC Trustee.
“ Hong Kong Insurance & Wealth Advisory Firm Lioner International Group Opens New Office in Switzerland (Zurich), Appoints ex-UBS & HSBC Senior Insurance Executive Giorgio Jeni as Partner & Head of Switzerland, 27 Years Private Banking & Financial Industry Experience Including at UBS, HSBC, Julius Baer & Credit Suisse “
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Tony Chan, Founder of Lioner: “Switzerland is a natural next step in our global journey. Its reputation as a trusted and sophisticated financial centre aligns with our mission to deliver total solutions in protection, legacy, and succession planning. We are pleased to bring our pioneering and integrated model to Switzerland, as we continue to grow under the corporate brand theme: ‘Marching Toward 5 Years. Embracing Global Accord.'”
Giorgio Jeni, Partner and Head of Switzerland at Lioner: ”Joining Lioner marks an exciting new chapter. I’m proud to be part of a visionary team that understands the intersection of wealth, trust, and family. Switzerland is an ideal hub for our integrated platform—its clients are global, their needs increasingly complex, and expectations are rising for solutions that combine technical depth with cultural fluency. We see tremendous opportunity to support Swiss private banks, family offices, and wealth managers in serving internationally mobile clients, especially those from Asia. By merging local insight with our Asia-centric expertise, Lioner is uniquely positioned to deliver meaningful value. I look forward to building a strong team in Zurich to help clients navigate their legacies with clarity, purpose, and confidence.”
Lioner International Group – Lioner International Group Ltd. is the one and only integrated Insurance, Trust and Family Office consortium in the industry, founded by ethnic Chinese partners, that offers total solution services for Ultra-High-Net-Worth and High-Net-Worth individuals, families and business with unique and diverse needs. With more than a century’s combined industry knowledge, our best-in-class professionals strive to provide sophisticated and world class expertise in protecting legacy and preserving wealth for clients around the world.
Barclays 30-Year Veteran & BNP Paribas Wealth Management Regional Head of Wealth Planning Solutions for Asia Brian Kenyon Joins Insurance & Wealth Advisory Firm Lioner International Group as Group Strategic Advisor
12th March 2026 – Barclays 30-year veteran & BNP Paribas Wealth Management Regional Head of Wealth Planning Solutions for Asia Brian Kenyon has joined insurance & wealth advisory firm Lioner International Group as Group Strategic Advisor. Brian Kenyon was at Barclays for close to 30 years, and held senior leadership roles in Barclays private banking & trust businesses. At BNP Paribas, Brian Kenyon held senior roles including as Regional Head of Wealth Planning Solutions for Asia & Managing Director of BNP Paribas Singapore Trust Corporation. In 2025 October, UBS 21-year veteran & ex-Head of Wealth Planning Hong Kong Henry Lam joined insurance & wealth advisory firm Lioner International Group as Group Strategic Advisor. Henry Lam has 29 years of financial industry & private banking experience at UBS, Credit Suisse & HSBC, and held senior roles including as Head of Wealth Planning & Advisory APAC (HSBC), Head of Wealth Solutions APAC (Credit Suisse) & Head of Wealth Planning Hong Kong (UBS). In 2025 March, HSBC Private Bank Head of Wealth Planning for Greater China Andy Leung joined Lioner International Group as Managing Director. Andy Leung was with HSBC for 12 years holding various roles including at HSBC Corporate Bank, Private Bank & HSBC Trustee.
UBS 21-Year Veteran & ex-Head of Wealth Planning Hong Kong Henry Lam Joins Insurance & Wealth Advisory Firm Lioner International Group as Group Strategic Advisor, 29 Years Financial Industry & Private Banking Experience at UBS, Credit Suisse & HSBC and Held Senior Roles Including as Head of Wealth Planning & Advisory APAC (HSBC), Head of Wealth Solutions APAC (Credit Suisse) & Head of Wealth Planning Hong Kong (UBS)
14th October – UBS 21-year veteran & ex-Head of Wealth Planning Hong Kong Henry Lam has joined insurance & wealth advisory firm Lioner International Group as Group Strategic Advisor. Henry Lam has 29 years of financial industry & private banking experience at UBS, Credit Suisse & HSBC, and held senior roles including as Head of Wealth Planning & Advisory APAC (HSBC), Head of Wealth Solutions APAC (Credit Suisse) & Head of Wealth Planning Hong Kong (UBS). In 2025 March, HSBC Private Bank Head of Wealth Planning for Greater China Andy Leung joined Lioner International Group as Managing Director. Andy Leung was with HSBC for 12 years holding various roles including at HSBC Corporate Bank, Private Bank & HSBC Trustee.
HSBC Private Bank Head of Wealth Planning for Greater China Andy Leung Joins Insurance & Wealth Advisory Firm Lioner International Group as Managing Director, 12 Years at HSBC in Corporate Bank, Private Bank & HSBC Trustee
18th March 2025 – HSBC Private Bank Head of Wealth Planning for Greater China Andy Leung has joined insurance & wealth advisory firm Lioner International Group as Managing Director. Andy Leung was with HSBC for 12 years holding various roles including at HSBC Corporate Bank, Private Bank & HSBC Trustee.
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