Our Team

Mr So brings over 14 years of distinguished experience in private banking and insurance, with deep expertise in serving clients across Hong Kong and Greater China. He possesses a strong understanding of the diverse financial needs and has consistently delivered tailored solutions to high-net-worth individuals. Previously, Mr. So held the role of Vice President and Senior Client Manager at Hang Seng Private Banking, as well as a similar position at a leading private bank in Singapore. In these capacities, he specialized in comprehensive wealth planning, encompassing wealth enhancement, commercial finance, insurance, trusts, and succession strategies.