Before joining EFG as Senior Managing Director, Head of Private Banking, Richard Straus was Managing Director and Market Head responsible for Bank Julius Baer's Taiwan customer franchise. Originally from the United States, he has lived and worked in Asia for nearly 20 years. He moved from Citi Private Bank where he headed up the Asian Family Office and Institutions business to Bank Julius Baer. Prior to that, Richard was in charge of Citi's offshore and onshore private banking activities for Taiwan. His 29 year banking career includes senior sales and product management roles as well as CFO and COO assignments in Hong Kong, Singapore, Japan, and the United States. Richard has a bachelor degree from Haverford College (PA, USA) and an MBA from Washington University (MO, USA). He has been a CFA charter holder since 1998. He is a member of the New York Society of Securities Analysts, the Hong Kong Society of Financial Analysts, and the Hong Kong Securities and Investment Institute. Richard resides in Hong Kong with his wife. He has two adult children, who live and work in the United States. He enjoys hiking, skiing, cooking and playing the guitar.
The latest articles from Richard Straus
EFG Bank’s Richard Straus on the Value of Client Engagement and the Values of ‘Real’ Communication EFG International, which is today one of the top ten Swiss private banks, has undergone a truly transformative journey since its creation in 1995. A major transaction was announced back in 2016 when EFG acquired BSI, one of the oldest banks in Switzerland for nearly CHF 1 billion. The BSI integratio....
The latest events from Richard Straus
The latest event content from Richard Straus
Opportunities and Challenges for Asia’s Wealth Management Community A panel of experts at the Hubbis Investment Solutions Forum reviewed the state of the wealth management industry to highlight what value proposition might be required to survive and prosper in the future. They debated whether the cost and revenue pressures are of such a scale as to threaten the surv....