Phenie is an experienced associate in the wealth management industry with a strong background in assisting investment advisers and their clients in portfolio management and day-to-day administrative inquiries. With over 8 years of experience, Phenie has developed a deep understanding of the industry and a passion for delivering exceptional client service.
Before joining LGT Wealth Management, Phenie held key roles at Goldman Sachs, UBS and Morgan Stanley in Hong Kong. From 2015 to 2023, she served as a client service associate, providing comprehensive support to ultra-high-net-worth clients. Her responsibilities included facilitating trade executions, managing onboarding processes, and addressing various administrative inquiries.
In addition to her wealth management expertise, Phenie is fluent in Cantonese and Mandarin, which allows her to effectively communicate and build relationship with a diverse clientele.
