Vivian Hu

Managing Director

Leo Wealth

Profile:

Vivian Hu is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Vivian provides comprehensive financial planning services to global citizens including investment management, trust and estate planning, cash flow planning, retirement planning, and cross-border advisory. Prior to Leo Wealth, Vivian served as a VP at Pictet & Cie SA, advising High Net Worth clients in the APAC region. Prior to moving to Hong Kong, Vivian was based in New York as a financial planner at First Republic Bank. Vivian has more than 10 years of experience delivering wealth management solutions across both the US and Asia Pacific. Vivian holds an MS in Finance from Pace University and a BS in Computer Engineering from the University of Illinois at Urbana-Champaign. Her cross-border expertise in trust and estate planning is recognized by her full membership (TEP - Trust Estate Practitioner) at Society of Trusts and Estate Practitioners (STEP).

The latest articles from Vivian Hu

Independent Wealth

Leo Wealth’s CIO and Team Members on Future Proofing the Independent Wealth Management Model Does your independent wealth firm merely pay lip service to the concepts of a longer-term investment and structuring vision for its clients, to building strong relationships with the next generations, and also to robust wealth and legacy planning? Or are you connected to a firm that believes it has....

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