Hong Kong Chapter Head, CAIA Association Head of Client Solutions & Strategic Partnerships Asia, VP Bank
Will has over 20 years of experience in international wealth management across Switzerland, Singapore and Hong Kong. Prior to joining VP Bank, he held various senior and management positions at banks such as UBS, Julius Baer and China Merchants Bank.
With in-depth knowledge in wealth management gained through leading investment advisory and discretionary management teams as well as from responsibility in overall management, Will has personally advised one of the top ten clients on Forbes List in an Asian region amongst numerous key clients. He is a recipient of the Global Contribution Award from UBS and had oversight of another wealth business with assets under management of over HKD150 billion, coupled with high growth.
Will is also a frequent speaker at wealth management summits and investment forums in Mainland China and Hong Kong. He was a guest lecturer at renowned academic institutions such as National University of Singapore and Nanyang Technological University and trained over 3000 Chinese wealth management professionals.