With wealthy families in the Greater China region set to see an unprecedented transfer of wealth in the next decade, a senior hire will now deepen Bank of Singapore’s expertise in helping them deal with complex wealth management and investment planning issues to protect and grow wealth across generations.
Ms Joanna Ho (何玉仪), an industry veteran with more than 20 years of experience, is appointed as the Head of Wealth Planning, Greater China and North Asia. In this newly created role, her key responsibilities include driving the expansion of the bank’s wealth planning, family office, trust, succession and insurance offerings, and providing holistic solutions and advisory to clients in Greater China and North Asia.
Based in Hong Kong, Ms Ho reports locally to Ms Angel Wu (胡傑盈), Head of Product Management Group Hong Kong and functionally to Mr Tariq Saleim, Global Head of Lending Products, Credit Structuring and Wealth Planning. Mr Tariq is based in Singapore.
Mr Derrick Tan (陈学彬), Chief Executive of Bank of Singapore Hong Kong Branch and Global Market Head for Greater China and North Asia said, “Wealth and succession planning has increasingly become a key concern especially among the wealthy in Asia. We are committed to not only helping our clients grow, manage and protect their wealth, but also consciously build their legacy for further generations.
“We are pleased to welcome Joanna to the Bank of Singapore family. Her wealth of experience and in-depth understanding of the needs of wealthy families in Greater China is a great addition to our team as we continue to provide holistic wealth management services and solutions to our growing pool of clients in the region.”
Ms Ho was most recently Head of Wealth Planning, Asia Pacific, Private Wealth Solutions with HSBC Private Banking where she was responsible for delivering wealth structuring strategies and solutions including trust and insurance solutions to high-net worth individuals, with a focus on the Greater China clients.
She holds a Bachelor of Laws from The University of London and a Bachelor of Commerce from The University of Calgary. Ms Ho is also vice president of The Association of Women Accountants in Hong Kong. In this role, she strategises and implements training and welfare programmes to help members grow and progress in the industry.
