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Lombard Odier strengthens Wealth Planning and Investment Solutions Expertise in Asia
Louisa Loo joins as Head of Wealth Planning, Asia, based in Hong Kong
Investment Solutions team in Asia reinforced with the appointments of See Mun Yu, Senior Investment Advisor, and Maki Shimizu, Portfolio Manager, based in Singapore and Tokyo respectively
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 Louisa, 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.
These appointments reflect our commitment to investing in top talent and further strengthening our wealth and investment management capabilities across Asia
As Head of Wealth Planning for Asia, Louisa 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.
Louisa 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. Louisa 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 See Mun Yu as Senior Investment Advisor and Maki Shimizu as Portfolio Manager 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, See Mun 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. See Mun 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.
Rounding out the new hires to the Asia Investment Solutions team is Maki Shimizu, Portfolio Manager, based in Tokyo. In this role, Maki will be responsible for managing discretionary investment strategies and offerings for the Bank’s Japanese market. With over 20 years of experience, Maki 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.”
