Bio
Experience
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Wealth Solutions Report
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United States
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Editor in Chief
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Dec 2021 - Present
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United States
Julius focuses on writing and editing features on key trends reshaping the wealth management space as well as profile stories on specific companies and individuals who have unique insights and best practices to share with firms and their financial advisors at Wealth Solutions Report.
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Consulting Principal
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May 2016 - Jan 2021
Julius provided strategic communications support to the firm’s clients, with a particular focus on media thought leadership as well as PR programs in support of regulatory affairs and succession planning transactions between independent financial advisory firms.
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Citi
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Hong Kong & Singapore
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Director
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May 2007 - Aug 2011
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Hong Kong & Singapore
As Legal Counsel, Julius advised internal clients on securities-related issues encompassing product disclosures as well as contractual matters regarding investment funds, derivative products, equities, and debt. He also advised internal clients on cross-border regulatory affairs.
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Latham & Watkins
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Hong Kong
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Senior Associate
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Jul 2006 - May 2007
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Hong Kong
Julius served as lead associate on Initial Public Offerings of Chinese companies in the United States and advised clients on ongoing regulatory and filing obligations, primarily regarding the Securities and Exchange Commission.
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Monetary Authority of Singapore (MAS)
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Singapore
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Assistant Director
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Sep 2003 - Jul 2006
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Singapore
Julius participated in the formulation, proposal, and drafting of legislation and regulations for the financial services industry.
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Davis Polk & Wardwell LLP
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Hong Kong & New York
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Associate
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Jul 2000 - Jun 2003
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Hong Kong & New York
Julius participated in mergers & acquisitions and offerings of global depositary receipts and convertible and non-convertible bonds.
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Kaye Scholer LLP
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New York
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Associate
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Sep 1999 - Jul 2000
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New York
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Education
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1995 - 1998Yale Law School
Juris Doctor (J.D.) -
1991 - 1995Birmingham-Southern College
Bachelor’s Degree, Religion/Religious Studies
Suggested Services
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Industry Focus. “Law Practice”
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