Fan has over 25 years of experience in serving Ultra High Net-Worth Individuals and Families across multiple jurisdictions both in her roles as a seasoned wealth planner and trusts & fiduciary professional in private banks and as a solicitor in Hong Kong.
Fan practised as a private client lawyer and was a partner in the Private Capital Group of the Hong Kong Branch of Stephenson Harwood, a London international law firm. After leaving legal practice, Fan joined the Hong Kong branch of BNP Paribas Private Bank as Head of Asia Trust and Structure Administration, covering both Hong Kong and Singapore with particular emphasis on the establishment and ongoing administration of trust and fiduciary structures in Singapore, Cayman Island and Jersey, Channel Islands and managing the risks (both internal and regulatory) concerned.
In her last role as the Head of Wealth Planning, North Asia for Geneva headquartered Union Bancaire Privee, UBP SA, Hong Kong Branch, Fan provided clients with advice and practical guidance on a wide range of matters relating to estate planning, succession, asset protection, liquidity planning, trust and other fiduciary structure planning and administration, relocation, philanthropy, family governance and family business succession issues.
2007 - 2024: Managing Director, Head of Wealth Planning, North Asia, Union Bancaire Privee UBP SA, Hong Kong Branch which acquired the Asia Business of Coutts & Co Ltd. in 2016
2005 - 2007: Managing Director, Head of Asia Trust and Structure Administration, BNP Paribas Private Bank Hong Kong Branch
Stephenson Harwood and Lo, Solicitors (now known as “Stephenson Harwood”)
1999-2005: Partner
1998 – 1999: Senior Associate
1989 –1998: Associate
1984: LLB (Hons) - University of Warwick
1988: Solicitor - Hong Kong admission
1988: Solicitor - UK admission
1996: Notary Public, Hong Kong
2002: Full Member - the Society of Trust and Estate Practitioners (TEP)
2013: Family Firm Institute Certificate in Family Wealth Advising (CFWA)
2015: Family Firm Institute Advanced Certificate in Family Business Advising (ACFBA)
2018: Certified Trust Practitioner, Hong Kong Trustees’ Association
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