Want to know what the life as an Executive Director and Head of Private Wealth Services is like?
1. Tell us about your role.
I'm an Executive Director, Head of Private Wealth Services at
I lead a team of over 20 trust and corporate professionals to provide comprehensive services associated with structuring, formation and management of private and corporate trusts, private trust companies, pre-IPO trusts, employee benefit trusts and BVI Vista trusts.
I work closely with our business partners, including private bankers, lawyers, professional services firms, asset managers and family office consultants to help UHNWIs develop wealth protection structures for personal, enterprise ownership or family wealth management and preservation.
Pre COVID, my typical day was full of travelling and meetings with business partners and UHNWIs in the
3. Tell us about a recent client instruction. The IPO market has been performing very strongly in
4. What is the most challenging issue your clients are facing currently, and how are you helping them to overcome it?
Regulatory compliance - we can help clients especially those larger, more complex and complicated clients who'll require tech-enabled solutions and platforms to meet their needs.
5. What is your proudest professional achievement to date?
I am enormously proud to have been working for
I also feel very proud that our company has been named as the “Best Independent Trust/Fiduciary Company - Greater China” by WealthBriefing Asia for five consecutive years from 2016 to 2020. This long-standing recognition is an exceptional way to distinguish us from our competition as it recognises our service excellence, innovation, global connection and responsive mindset. The award increases our industry credibility to existing and potential customers by establishing ourselves as a trusted advisor in the private wealth space. It's also a good testament to the hard work that our incredible team has put in over the past years, reflecting our professionalism, expertise and dedication to excellence of work.
6. What do you consider to be the most important attributes for a leader?
- Stay connected with teams
- Provide learning and growth opportunity for team members
- Communicate effectively
- Be willing to listen and adapt to new ideas
- Remain ethical and transparent
- Provide clear goals and objectives
- Collaborative mindset
7. Who do you most admire and why?
I most admire my deceased father because his work ethic is second to none. He taught me to always be reliable, on time, and a person of my word.
8. Where was the last place you travelled to for work or pleasure?
The last place I travelled was
9. If you weren't in the wealth management industry, what else might you be doing?
I'd be working in the fashion industry definitely - I always wanted to be a fashion designer!
10. How do you relax after a long day?
Going to gym class and unwinding and relaxing at home!
Originally published
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Ms
Wanchai
Tel: 9433100
Fax: 9454757
E-mail: mary.willmot@intertrustgroup.com
URL: www.intertrustgroup.com
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