As Family Office Advisor, Cecilia Phua provides holistic investment and multi-generational planning solutions for Ultra High Net Worth families, with a focus on the Greater China region.
Cecilia brings more to her role more than 15 years of experience in wealth management for Ultra High Net Worth clients. Her strong knowledge on a wide range of investment products enables her to tailor solutions to clients’ needs and objectives as they grow their portfolio and family wealth. She has also won service awards during her tenure at ANZ Bank, OCBC Bank and Citibank.
As one of the pioneering mentors for Golden Equator’s NextGen Programme, Cecilia believes that grooming the next generation is an integral element of an effective succession planning. She continues to coach NextGens to become confident custodians of their family legacy.
Cecilia holds a Bachelor of Banking and Finance from University of London and completed her certifications in Trust Services and Foundation for Family Office Advisors from Wealth Management Institute.