Mary Chan
Head of Wealth Planning, Southeast Asia
HSBC Private Banking

Mary is the Head of Wealth Planning and Advisory SEA with HSBC Private Banking Singapore. Mary comes from both independent trustee and private bank wealth planning background, bringing with her over a decade of trust and estate planning experiences.

Prior to joining HSBC, Mary was the Head of Trust Business Development with a well-known independent Trust company, overseeing Singapore and Hong Kong business development and support team. She also manages an extensive portfolio of ultra-high net worth private clients spanning several jurisdictions in Southeast Asia and North Asia. In the course of her work, she has assumed key management role, sits on the board of directors and direct clients’ advisory work in establishing private onshore and offshore fiduciary structures, co-ordination of cross-border tax, setting-up appropriate wealth protection and succession planning structures for trans-generational high net worth clients. She has past experiences in liquidity, estate and family and business succession planning.

During her course of her work, Mary has an established a strong network and referral relationships with professional intermediaries including private banks, law firms, CPAs, and asset/fund managers across multiple juridsictions.

Mary holds a Honours Degress in Business Studies (Banking and Wealth Management) from the University of Ireland and is a full member of the Society of Trust and Estate Practitioners.

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