Director, Private Wealth
Natalie joined Vistra as Director, Private Wealth in 2021 responsible for trust marketing and trust establishment, helping HNW clients in Asia for multi-generational wealth planning and succession structures.
Natalie has over 13 years of business development experience in banking, insurance and the financial industry. Natalie began her career in banking industry with ICBC & Citibank where she provided customized financial advice to clients aimed at wealth creation and capital preservation. She then joined Partnership Distribution in Ageas Insurance Company (Asia) Ltd and focused on building trusted strategic partnership with brokers, IFA & non-financial affiliates. She is dedicated to serving HNWIs and their families and businesses. Prior joining to Vistra, Natalie was an Associate Director at Transamerica Life Bermuda, with extensive expertise in all aspects of HNW wealth protection, including handling large sum assured and complex cases support legacy and business planning.
Natalie holds a Bachelor’s degree in Economics and Finance from University of Hong Kong, STEP Diploma in International Trust Management, STEP Certificate of International Trust Management and various Certificate in Wealth Management for HNWI. She is fluent in Cantonese, Mandarin and English, and is a member of STEP.
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