Our Wealth Managers

Charlotte wu

Ms. Wu has over 18 years of solid experience in private banking and asset management; with her most recent position as Senior Vice President of EFG Bank, Hong Kong. Prior to that, she was Director with Bank Julius Baer, Hong Kong.

Ms. Wu held a Master in Applied Finance from the University of Melbourne, Australia. She is also a Certified Private Wealth Professional holder.  

Read about our other team members:

Kenny Ho | Samuel Chee | Benny Chark | Susan Wen | Amit Singh | Brandon Tsai | Carley Shum