Zimmerman Partners' Appoints Patricia Da Rosa Daria As Head Of Wealth Management For Latin America

May 07, 2014 | May 2014 Bond Updates

Zimmerman Partners' announced today that Patricia da Rosa Daria will join the Firm as Head of Wealth Management of Latin America, effective June 2, 2014. Ms. Daria will be based Hong Kong and will frequently travel to the Americas.

(1888PressRelease) Zimmerman Partners' Chief Executive Officer, Mr. Walter Lee said: "Patricia is an experienced and talented professional who has a deep understanding of the evolving investment needs of ultra-high-net-worth families and individuals."

Zimmerman Partners' Chief Operations Officer, Mr. Frank Peters also added: "Latin America is strategically important to our wealth management. We are excited to have Ms. Daria join the team to lead our efforts in delivering the Firm's global capabilities to clients across the region."

Patricia da Rosa Daria will join the Firm from Geneva, where she was Head of Advisory, Solutions and Investments for the Latin American Private Bank. Prior to that, Ms. Daria worked for Itaú Private Bank in Zurich for 7 years where she headed the Latin American Team and later took responsibility for the Eastern European and Swiss markets for the Private Bank.

Zimmerman Partners' is a Hong Kong based independent investment advisory firm. Zimmerman Partners' advisors have over 250 years of combined experience in managing the investments of institutional clients and high net worth individuals. We have a diverse base of clients which includes fund managers, sovereign wealth funds, professional investors, charitable foundations, retirees, families and family trusts, business professionals, lawyers, doctors and entertainment professionals.

Zimmerman Partners' was founded in 1982 by Art Zimmerman in Hong Kong as A.L. Zimmerman & Co., and has grown become a powerhouse of the Asian investment arena, with branch offices in Shanghai, Taipei and Seoul. Zimmerman Partners' has expanded our operations globally to include clients from Europe, Middle-East and the Americas to enable both institutions and private clients to access to thoroughly researched investment vehicles and achieve an above average return on their invested capital.

In 2009 Art Zimmerman retired as Executive Chairman and the firm was renamed Zimmerman Partners' to reflect its broader ownership and leadership, and has been successfully lead since by our Chief Executive Officer, Walter Lee, Chief Operations Officer Frank Peters and Chief Investment Officer Hugh Chen, while our founder Art Zimmerman remains on the board as Non-Executive Chairman of Zimmerman Partners'.

Our clients need range from aggressive growth to more conservative income seekers and those with a more wealth preservation orientation. It depends on each client's specific requirements, risk tolerance and life circumstances. Zimmerman Partners' is renowned for our outstanding personal service levels, our active asset management, perceptive guidance and our critical analysis.

Zimmerman Partners' is an active manager of portfolios and utilizes distinct strategies for income generation, growth and balanced objectives, which are then customized to each specific client needs. Zimmerman Partners' invests into individual stocks, market sectors, funds and bonds, combining calculated risk with a wider market diversification.

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