Robertson Stephens Adds Credit Suisse's Wu for Asia Wealth Push

  • Piazza seeks `major presence' in Asia and among Asians in U.S.
  • Wu named managing director, president of Asia region

Robertson Stephens LLC, the investment management firm for wealthy individuals, family offices and institutions, hired Alice Wu as managing director and president of the Asia region.

Wu, 37, joins from Credit Suisse Group AG, where she worked in the San Francisco office advising wealthy Chinese individuals and families in the U.S., as well helping clients in Asia, Robertson Stephens said Tuesday in a statement.

“We have long planned to develop a major presence in Asia, as well as with Asian investors in the U.S.,” Joe Piazza, chairman and chief executive officer of San Francisco-based Robertson Stephens said in the statement. “Alice will spearhead our business in both of these important markets.”

Piazza is among executives bolstering staff with Credit Suisse veterans as the Zurich-based bank retreats from managing money for U.S. clients. First Republic Bank said Friday that it was adding Credit Suisse’s Doug Fiek in the San Francisco office to build relationships with rich customers.

Wu was with Morgan Stanley private wealth management before joining Credit Suisse. She previously conducted bio-statistical analysis when she worked at Massachusetts General Hospital. Wu has a master’s degree in public health from Boston University and an MBA from New York University, according to the statement. Her bachelor of science is from National Taiwan University.

“I love Alice’s depth and breadth of experience; it speaks to our culture at Robertson Stephens,” Piazza said. “She is super-smart, thoughtful and a citizen of the world.”

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