Grace has extensive experience in personal banking and wealth management. She last served as Senior Relationship Manager at Hang Seng Private Bank managing portfolios for high net worth individuals and families with tailored investment solutions and succession planning, and became their long-term trusted wealth advisor.
Grace graduated from Hong Kong Polytechnic University with Major in Accounting. She is also a Certified Financial Planner (CFP) and a Certified Private Wealth Professional (CPWP).
Pyxis Wealth advisors limited is regulated by the Hong Kong Securities & Futures Commission to carry on Types 1 (Dealing in Securities), Type 4 (Advising on Securities), and Type 9 (Asset Management) regulated activities.
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