Advising on wealth structuring for UHNW individuals, with a focus on deep privacy, asset protection, tax-efficient planning, structured inheritance, digital asset & cryptocurrency considerations, and mitigation of trust disputes.
Developing strategic external partnerships across the international legal, tax, audit, banking, family office, investment, insurance, and corporate advisory ecosystem.
Founder of the Captain Trust channel, an educational social media platform sharing insights on trust structures and wealth planning developments.
Professional Track Record:
Recipient of the Most Outstanding Offshore Trust Advisor Award and a multi-million US dollar sales achievement award, Hong Kong Fiduciary Association Limited. (2025)
10 years of proven performance as Regional Sales & Support Manager, Wealth Management, Public Bank Bhd.
Successfully led 21 branches to achieve National No. 1 out of 13 regions for the Top Performing Regional Bancassurance Award, Public Bank Bhd. (2021)
Recognised as National Champion in Sales Management & Data Analytics in collaboration with AIA and McKinsey & Co. (2021)
Consistent Top Performing Manager, Public Bank Bhd. (2016 - 2017)
Achieved Top 10 National Outstanding Sales Award in Wealth Management for 3 consecutive years, Public Bank Bhd. (2009 - 2011)
Appointed as one of the youngest Regional Sales Managers at age 26.
Chinese (Traditional)
Chinese (Simplified)
English (UK)
