Lioner International Makes Zurich Its First European Foothold

To lead the new Swiss operations, the firm has tapped Giorgio Jeni, a veteran with over 27 years of experience at major institutions including HSBC, UBS, Julius Baer, and Credit Suisse. Jeni is joined by Yaru Gao, a former China Construction Bank senior banker, and consultant Maurice Ho, who brings two decades of expertise in high-net-worth insurance solutions. The team will focus on delivering legacy and succession planning services from the Alpine hub.

Lioner founder Tony Chan cited Switzerland’s reputation as a trusted financial center as the primary driver for the expansion. The move comes as the global wealth management landscape shifts; Boston Consulting Group recently noted that Switzerland holds more than $2.9 trillion in offshore assets. Jeni emphasized that the Zurich office will cater to global clients with increasingly complex needs, aiming to blend technical financial depth with cultural fluency.