Lloyd Wei

Lloyd
Wei

Trust Officer and Advisor

Lloyd Wei
Trust Officer and Advisor

Lloyd brings over six years of investment advisory, investor relations, and business development experience across the financial services industry, including private equity and funds of funds. He is committed to building professional and personal relationships with high- net-worth clients in all aspects of financial planning, investment management, and trust services.

His attention to detail, attentive listening skills, and empathy are some of Lloyd’s best qualities that his clients appreciate. He is effectively supported by a team of industry experts and investment products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.

Lloyd holds the professional designation of Certified Financial Planner (CFP®). He speaks fluent Mandarin and English.

A Message From Leadership.

Our team members have been carefully selected to ensure that you can trust us and rely on us for the highest quality of service. We are committed to being a true industry leader by providing an exclusive blend of trustee services, language services, and unequalled customer service to our clients in the U.S., Asia, and beyond.

We would consider it an honor to speak with you personally about your family’s goals and how we can help. Please call or email us anytime to discuss your strategy to secure a brilliant future and to ensure your legacy with a licensed trustee.

Back to Team Page