
I'm a wealth strategist and community advocate passionate about empowering families through insightful financial planning and dedicated social impact. I thrive navigating complex global markets and fostering resilience in youth.
At a glance
Curated signals on strengths, focus areas, and how they can help.
Led wealth management strategy at top Asian institutions like DBS and RBC for over 25 years.
Currently serves as Executive Director, specializing in cross-border structuring and UHNW advisory.
Can offer expert guidance on international wealth planning and social impact initiatives.
🚀 Career trajectory
Foundation in Finance
Built a robust career in wealth management and private banking at leading institutions across Asia.
✦ Wealth Management
✦ Private Banking
✦ Asia
Leadership & Strategy
Held senior leadership roles, driving strategic initiatives and client advisory for UHNW individuals.
✦ Executive Director
✦ Strategic Planning
✦ Client Advisory
Community & Coaching
Transitioned to social impact through founding a youth mental wellness initiative and serving as a mediator.
✦ Social Entrepreneurship
✦ Mediation
✦ Youth Empowerment
💪🏻 Superpowers
UHNW Wealth Architect
Crafting bespoke financial strategies for ultra-high-net-worth individuals and families.
✦ Specializes in cross-border wealth structuring and family office solutions.
✦ Develops tailored investment advisory for global entrepreneurs.
✦ Focuses on wealth preservation and multi-generational transfer.
Cross-Cultural Navigator
Bridging financial landscapes across Greater China and Southeast Asia.
✦ Deeply understands regional economic and cultural dynamics.
✦ Facilitates international investment and business partnerships.
✦ Expert in navigating complex regulatory environments.
Social Impact Leader
Championing youth mental wellness and community dispute resolution.
✦ Founded Dorjeraya, a youth mental wellness initiative.
✦ Serves as a Mediator at the Community Mediation Center.
✦ Integrates coaching and emotional intelligence for leadership.
I'm excited about
✦ Exploring collaborations for innovative wealth solutions.
✦ Seeking opportunities to mentor emerging next-generation leaders.
✦ Looking to connect with peers in family office and impact investing.
I can help with
✦ Providing expert guidance on cross-border wealth structuring.
✦ Offering strategic advice for family office establishment in Asia.
✦ Sharing insights on youth mental wellness initiatives.
I would love your help on
✦ Connecting with philanthropic organizations focused on youth development.
✦ Identifying potential partners for social impact ventures.
✦ Gaining insights into emerging trends in sustainable finance.