Lombard Odier appoints senior leaders to boost Asia wealth planning

Lombard Odier today announced three senior hires across its Asia offices, including Louisa Loo, the new head of wealth planning for Asia as of 17 December 2025.

Alongside Loo, two new appointments strengthen the Investment Solutions team in the region: See Mun Yu, senior investment advisor, and Maki Shimizu, portfolio manager, effective 17 November and 7 October 2025 respectively. All three roles are client-facing, underscoring the bank’s ongoing commitment to providing outstanding client service and driving strategic growth across the region.

As head of wealth planning for Asia, Loo will lead the development and delivery of Lombard Odier’s holistic wealth planning and family services proposition for high-net-worth and ultra-high-net-worth clients across key Asian markets, strengthening Lombard Odier’s wealth advisory offering in the region.

Loo brings more than 30 years of wealth management experience and joins from Nomura International (Hong Kong) Limited, where she held the position of head of wealth planning, Asia (excluding Japan). Prior to this, she also held key senior positions at leading financial institutions including Bank of Singapore, Credit Suisse, Citicorp International Limited and HSBC International Trustee Limited. Loo will be based in Hong Kong, reporting directly to Stanislas Peel, group head of wealth planning, and locally to Omar Shokur, regional head for Asia, Private Clients.

Building Expertise: Key additions to Asia’s investment solutions team

The appointments of Yu and Shimizu reinforce the bank’s commitment to delivering best-in-class advisory and portfolio management expertise to meet the evolving needs of clients in the region.

Based in Singapore, Yu will focus on delivering tailored investment advice that aligns with clients’ goals and objectives, and will work closely with bankers to provide holistic advisory solutions to clients and their families. Yu joins from Bank Pictet & Cie (Asia), where she was senior investment specialist. She has over 24 years of investment advisory and portfolio management experience with key positions at financial institutions including Credit Suisse Asset Management, BNP Paribas Wealth Management, HSBC Private Bank and Morgan Stanley Capital International.

Shimizu, based in Tokyo, will be responsible for managing discretionary investment strategies and offerings for the Japanese market. With over 20 years of experience, Shimizu joins from UBS SuMi TRUST Wealth Management, and was previously at Credit Suisse Securities Japan, where she was chief investment strategist. She has also held senior investment management roles at Citigroup Global Markets Japan Inc and UBS Securities Japan.

Omar Shokur, regional head for Asia, private clients, said: “We are excited to welcome Louisa, See Mun and Maki to their new roles. These appointments reflect our commitment to investing in top talent and further strengthening our wealth and investment management capabilities across Asia. Together, they bring deep expertise in wealth planning, investment advisory and portfolio management, along with a client-centric mindset that will help us deliver tailored solutions and support sustainable growth in the region.”

Re-disseminated by Wealth and Society