Company
Position
Head of department
Index
UHNW Wealth Managers
Wealth Managers - Hong Kong
Location
Hong Kong
Advice type
Private banking
Wealth management
Client type
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
Australia
Japan
Asia-Pacific
Steven Lo
Spear’s Review
Citi Private Bank’s Asia Pacific operation serves UHNW clients across 13 countries. Steven Lo, who has been with the bank since 1991 and operates out of Hong Kong, serves as head of Japan, north Asia and Australia, and south Asia.
Lo first joined Citi as an UHNW banker in Vancouver, gaining experience in the Chinese, Thai, South Korean, Taiwanese and Filipino markets. He became global market manager for Hong Kong in 2010, and was appointed to the headship of this vast region in early 2025.
With three decades of wealth management experience under his belt, Lo has developed a depth of knowledge that equips him to oversee 13 markets and over 600 professionals, who collectively serve one-third of Asia’s billionaires.
Rank: Top Recommended
Top Recommended 2025, UHNW Wealth Managers