[Press Release] Lioner Establishes Presence in Switzerland to Serve Global HNW Families with 3-in-1 Wealth Solutions
Lioner Establishes Presence in Switzerland to Serve Global HNW Families with 3-in-1 Wealth Solutions
- Launch marks Lioner’s first office beyond Asia, reinforcing its presence in global wealth hubs
- Swiss office to serve international HNW clients with 3-in-1 integrated solutions across Insurance, Trust and Family Office
- Expansion driven by growing demand for international legacy and succession planning solutions
Zurich, 9 June 2026 – Lioner International Group Ltd. (“Lioner”), Asia’s first and only fully integrated Insurance, Trust, and Family Office consortium, today announced the launch of its newest office in Zurich, Switzerland. It marks its first overseas presence outside Asia as the Group celebrates its fifth anniversary, further strengthening its presence across major global financial hubs.
The new Swiss office reflects Lioner’s continued commitment to providing holistic, client-centric solutions to high-net-worth (HNW) individuals and families across the globe. By combining technical expertise with cultural fluency and a growing onshore team in Switzerland, Lioner is well-positioned to support internationally mobile families with increasingly complex multi-jurisdictional needs.
Tony Chan, Founder of Lioner, said: “Switzerland is a natural next step in our global journey. Its reputation as a trusted and sophisticated financial centre aligns with our mission to deliver total solutions in protection, legacy, and succession planning. We are pleased to bring our pioneering and integrated model to Switzerland, as we continue to grow under the corporate brand theme: ‘Marching Toward 5 Years. Embracing Global Accord.’”
Switzerland: A Strategic Wealth Hub
Switzerland remains the world’s leading international wealth centre, managing more than USD$2.9 trillion in offshore assets in 2025, according to BCG’s 2026 Global Wealth Report: The Great Reordering. As demand for jurisdictional diversification rises—especially among HNW individuals with dual or multiple residencies—and cross-regional flows accelerate (cross-border wealth up 8.4% to US$15.7 trillion in 2025), clients are increasingly seeking partners who can address complex needs spanning wealth preservation, estate planning and family governance. Lioner’s entry into Switzerland responds to this appetite for protection-led and succession-planning strategies within a trusted jurisdiction, delivered through advisory-led solutions that go beyond products across legal, financial and family dimensions.
A Seasoned Leader for the Swiss Market
To lead the new office, Lioner has appointed Giorgio Jeni as Partner and Head of Switzerland. Giorgio brings over 27 years of experience in the HNW life insurance and wealth management industry, having held senior roles at HSBC, UBS, Julius Baer, and Credit Suisse.
Giorgio Jeni, Partner and Head of Switzerland at Lioner, said: “Joining Lioner marks an exciting new chapter. I’m proud to be part of a visionary team that understands the intersection of wealth, trust, and family. Switzerland is an ideal hub for our integrated platform—its clients are global, their needs increasingly complex, and expectations are rising for solutions that combine technical depth with cultural fluency. We see tremendous opportunity to support Swiss private banks, family offices, and wealth managers in serving internationally mobile clients, especially those from Asia. By merging local insight with our Asia-centric expertise, Lioner is uniquely positioned to deliver meaningful value. I look forward to building a strong team in Zurich to help clients navigate their legacies with clarity, purpose, and confidence.”
Strengthening Local Presence: Yaru Gao and Maurice Ho Join Lioner as Switzerland Team
As part of Lioner’s strategic expansion beyond Asia and its commitment to building substance and scale on the ground in Switzerland, Lioner also announced that Yaru Gao joined the strong team as Senior Consultant and Maurice Ho joined as Consultant, both based in Switzerland and reporting to Giorgio. Together, they will support market engagement and the development of Lioner’s Switzerland platform for international entrepreneurs and HNW clients.
Yaru is a senior banker and CFA Charter holder with over 16 years of experience advising entrepreneurs and corporate decision-makers across Europe and Asia. She previously held senior roles at China Construction Bank across Zurich, Hong Kong, and Chinese Mainland. Maurice specialises in insurance solutions for HNWIs with over 20 years of experience across Hong Kong, Greater China and international markets. His leadership experience as a responsible and compliance officer in key markets strengthens Lioner’s ability to support Swiss private bankers and intermediaries serving Asian HNW clients with robust governance and execution.
With established operations in Hong Kong, Singapore, Beijing and now Switzerland, Lioner is uniquely positioned as a trusted global partner for HNW individuals, families, and institutions seeking total solutions in wealth protection, preservation, and succession.
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Media contacts
Sabrina Lau
Lioner International Group Ltd
sabrina.lau@lioner.com
About Lioner International Group Ltd.
Lioner International Group Ltd. is the one and only integrated Insurance, Trust and Family Office consortium in the industry, founded by ethnic Chinese partners, that offers total solution services for Ultra-High-Net-Worth and High-Net-Worth individuals, families and business with unique and diverse needs. With more than a century’s combined industry knowledge, our best-in-class professionals strive to provide sophisticated and world class expertise in protecting legacy and preserving wealth for clients around the world. Additional information is available on lioner.com. Follow us on LinkedIn or visit our newsroom at lioner.com/insights/ for the latest company news.
