Sze Yao is an investment professional with more than 16 years of experience in portfolio management and advisory across private banking and family offices.

He has worked in investment advisory and portfolio counselling at HSBC Private Bank and Deutsche Bank Wealth Management, advising high-net-worth clients on investments and helping them manage their asset portfolios. He also has experience in investment management and research at a number of family offices.

Sze Yao graduated with distinction in Economics, and holds a Masters degree in International Policy Studies from Stanford University, USA. He earned his CFA® charter in 2012.