She brings over 20 years of experience in financial services, including at Deutsche Bank, UBS, Credit Suisse and J.P. Morgan.
Wei Mei Tan has joined HSBC as managing director, global and Asia head of advisory, after just 10 months at digital wealth platform Endowus, according to her LinkedIn profile.
In her new role, Tan is leading the creation of a unified advisory proposition globally across the wealth continuum covering all the private banking and retail segments.
finews.asia has reached out to HSBC for comments on the move.
Wealth of Experience
Tan joined Singapore-based Endowus in March 2021 as chief advisory officer, after two years at Deutsche Bank, where she was a managing director and global co-head of advisory and investment solutions responsible for building the wealth advisory platform.
Before that, she also successfully launched the CS Invest advisory platform at Credit Suisse, before leaving last as its APAC head of portfolio solutions.
Tan previously also worked at UBS for six years as its APAC head of mandate specialists, advising ultra-high net worth clients on asset allocation and portfolio construction, as well as in investment banking at Credit Suisse and J.P. Morgan after beginning her career at Temasek Holdings in portfolio management.
