Chinese Financial Services Provider Establishes Presence in Switzerland

Lioner International Group has opened its first office outside Asia in Zurich. The Chinese group, which is celebrating its fifth anniversary, said in a statement on Tuesday that the move is intended to reinforce its presence in the world's key global financial hubs.

Lioner describes itself as Asia’s first and only fully integrated consortium for insurance, trust services and family offices. The firm positions itself as a partner for high-net-worth individuals, families and institutions seeking comprehensive solutions for wealth protection, preservation and succession planning. The company currently operates offices in Hong Kong, Singapore and Beijing.

Swiss Team Under Local Leadership

By combining technical expertise with cultural understanding and a growing onshore team in Switzerland, Lioner believes it is well positioned to support internationally mobile families facing increasingly complex cross-border needs.

The Swiss team will be led by Giorgio Jeni, who has also been appointed Partner. According to the statement, Jeni brings more than 27 years of experience in the life insurance and wealth management industry serving high-net-worth clients. He previously held senior positions at HSBC, UBS, Julius Baer and Credit Suisse. Most recently, according to his LinkedIn profile, Jeni worked as an independent business consultant.

Supporting Internationally Mobile Clients

Commenting on the launch, Jeni said: «Switzerland is an ideal location for our integrated platform. Its clients are global, their needs are becoming increasingly complex, and expectations are rising for solutions that combine technical depth with cultural understanding. We see tremendous opportunities to support Swiss private banks, family offices and wealth managers in serving internationally mobile clients, particularly those from Asia. By combining local knowledge with our Asia-focused expertise, Lioner is uniquely positioned to create significant added value.»

Lioner Yaru Gao Maurice Ho
Also joining Lioner’s Swiss operation are Yaru Gao and Maurice Ho. (Images: zVg)

Jeni’s team includes Yaru Gao as Senior Consultant and Maurice Ho as Consultant.

Gao brings more than 16 years of experience advising entrepreneurs and senior decision-makers across Europe and Asia. She previously held senior positions with China Construction Bank in Zurich, Hong Kong and mainland China. Ho specializes in insurance solutions for high-net-worth clients and has more than 20 years of experience across Hong Kong, Greater China and international markets.

Lioner founder Tony Chan commented: «Switzerland is the logical next step in our global journey. Its reputation as a trusted and highly sophisticated financial centre aligns perfectly with our mission of providing end-to-end solutions in wealth protection, inheritance and succession planning.»