Lucy Gao-Azak is the Chief Operating Officer at Crossinvest (Asia) and a member of its Board as well as the co-chair to the Investment Committee. Crossinvest is a wealth & asset manager with over 37 years of Swiss heritage and one of the first Independent Asset Managers in Singapore. Lucy has over 15 years of wealth management experience working in London and Singapore. Prior joining Crossinvest, Lucy was a Client Relationship Officer, Executive Director, at EFG Bank AG in Singapore for 6 years. She was the Desk Head overseeing EFG Bank’s Australian business and also covered international markets with a focus on Ultra High Net Worth individuals (UHNWIs) in Europe and Asia. She assisted private clients in investment management, credit structuring, and estate planning. Prior joining EFG Bank, she was a Relationship Manager, Vice President, and the Private Banking London representative for DBS Private Bank responsible for client acquisition and investment advisory for EMEA UHNWIs. Lucy also spent 6 years at Morgan Stanley in London, UK, as a Product Specialist within its private wealth management group, whereby she specialised in multi-asset class portfolio construction and specialist sales for the discretionary portfolio management business. Lucy began her career as a quantitative analyst on fund/portfolio performance attribution within Morgan Stanley. Lucy holds a Master of Engineering, Economics and Management, from the University of Oxford after completing her Undergraduate studies at Balliol College, Oxford. She also holds the CISI Diploma in PCIAM (Private Client Investment Advice & Management) and the Investment Management Certificate (CFA Level 3). Her hobbies include painting, travelling, and she enjoys opera and the ballet. She also has Australian racing horses currently at the Singapore Turf Club. Lucy is a British citizen and speaks English and Mandarin. Lucy has a 18-months old daughter and lives with her husband in Singapore.
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Crossinvest (Asia) COO & Head of Wealth Management on Building the Female Clientele in Asia and the Value of Loyalty Hubbis hosted a fascinating panel discussion on May 11 in Singapore titled ‘The Pathway to Inclusive Investment’. The conversation was hosted in partnership with Pershing Singapore, a BNY Mellon company, and featured as the second panel of our Independent Wealth Management event at the Pan Pacific h....
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