Director, Private Wealth
Amy joined Vistra Singapore in January 2021 as Director, Private Wealth focusing on providing wealth planning solutions to High Net-Worth individuals and families.
Amy has over 15 years of experience working in wealth management and wealth planning, servicing High Net-Worth clients from South East Asia and Greater China region. She has worked with many prestigious Asian families on their succession planning and prominent Chinese families on their cross-border wealth planning. Amy is familiar with many trust jurisdictions including Hong Kong, Singapore, BVI and Jersey, as well as Singapore Family Office set up and Singapore and HK Charitable Trust set up.
Before joining Vistra, Amy was working in the trust industry as a section head of a Trust Business in a Bank Trustee in Hong Kong and a relationship manager for trust services. Prior to her experience in wealth planning, she has worked as a private banker in Barclays Wealth London, Pictet & Cie London and UBS HK.
Amy has in-depth experience on trust structuring including pre-IPO trust, Reserved Power Trust, Foreign Grantor Trust, Granny Trust, Employee Benefit Trust, Insurance Trust and Asset Protection Trust etc. In addition, she also has experience in offshore fund set up and company incorporation for her clients.
Amy graduated from King’s College London (BSc) and later obtained her Masters Degree in Law (LLM). She is a full member ‘TEP’ of STEP (Society of Estate and Trust Practitioners). Amy also recently obtained a certificate of Wealth and Philanthropy Advisor by China Global Philanthropy Institute partnered with Rockefeller Philanthropy Advisor. She is fluent in English, Mandarin and Cantonese both in speaking and writing.
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