Robertson Stephens, a global wealth advisory and investment management firm for high net worth individuals, family offices, institutions and corporations, has appointed Alice Wu as Managing Director and President – Asia Region.
Prior to joining Robertson Stephens, Wu was a Vice President with Credit Suisse Securities (USA) LLC in San Francisco. She advised wealthy Chinese individuals and families in the United States as well as provided institutional-level customised financial solutions to her clients in Asia. Before Credit Suisse, Wu was with Morgan Stanley Private Wealth Management in San Francisco.
In addition to her successful career in financial services, Ms. Wu was an Associate Director at The Asia Foundation advising trustees and donors on their philanthropic activities in Asia. Before receiving her MBA degree, Wu had a career in public health working at Massachusetts General Hospital, where she conducted bio-statistical analyses and co-authored research articles in medical journals.
Wu has earned two master’s degrees, one in Business Administration from New York University and another in Public Health from Boston University. Her Bachelor of Science is from National Taiwan University.
“We have long planned to develop a major presence in Asia, as well as with Asian investors in the United States. Alice will spearhead our business in both of these important markets,” says Joe Piazza, Chairman and CEO of Robertson Stephens. “Moreover, I love Alice’s depth and breadth of experience; it speaks to our culture at Robertson Stephens. She is super-smart, thoughtful and a citizen of the world.”
“I am honoured and excited to join Robertson Stephens,” says Wu. “Having lived many years in both Asia and in the U.S., I have an intimate understanding of the different cultures. Moreover, I have helped clients develop wealth management strategies with a global perspective and a cultural sensitivity for over a decade. Looking beyond the differences, I believe that many core values are universal: integrity, loyalty, thoughtfulness, and the ability to enjoy the journey. The leadership at Robertson Stephens share these same values which attracted me to the firm; along with the first class investment platform. I want these to be the same reasons why clients choose us to be their advisors and partners.”