Overview
Work History
Education
Skills
Timeline
Generic

Paterson Lau

Market Head, Private Banking

Overview

29
29
years of professional experience
2
2
Languages

Work History

Market Head, Private Banking

Standard Chartered Bank
01.2024 - Current

Leading 4 teams of Relationship Managers who advise ultra-high and high-net-worth individuals and families on investments and legacy planning.

Market Team Head, Global Family Office (SEA)

UBS AG
02.2020 - 12.2023

Leading a team of senior coverage bankers to advise ultra-high-net-worth families and family offices.

Collaborating closely across the core UBS divisions of investment banking, institutional asset management, and wealth management to offer bespoke One Bank solutions to complex client investment and wealth planning objectives.

Country Team Head, UHNW (Singapore)

UBS AG
07.2019 - 02.2020

Leading 3 teams of relationship managers advising ultra-high-net-worth clients in Singapore.

Desk Head, UHNW (SEA)

UBS AG
01.2015 - 07.2019

Leading a team of senior relationship managers covering ultra-high-net-worth clients in the SEA region.

Client Advisor, UHNW (Indonesia)

UBS AG
01.2008 - 01.2015

Built and managed a book of ultra-high-net-worth clients in the SEA region.

Worked closely with product partners and advisors to provide bespoke wealth solutions to clients.

Investment Advisor, Wealth Management

UBS AG
01.2004 - 12.2007

Provided bespoke capital market solutions to wealth management clients.


Investment Counselor

Citigroup Private Bank
01.2000 - 12.2003

Advised wealth management clients on their long-term investment objectives.

Built bespoke investment portfolios in line with clients' risk profiles, asset allocation, and return targets.


Investment Advisor

HSBC Private Bank
01.1997 - 12.1999

Education

Chartered Financial Analyst -

CFA Institute
USA
04.2001 -

Bachelor of Accountancy - Accounting And Finance

Nanyang Technological University
Singapore
04.2001 -

Skills

Leading sales teams

Investments

Corporate Finance

Relationship Management

Timeline

Market Head, Private Banking

Standard Chartered Bank
01.2024 - Current

Market Team Head, Global Family Office (SEA)

UBS AG
02.2020 - 12.2023

Country Team Head, UHNW (Singapore)

UBS AG
07.2019 - 02.2020

Desk Head, UHNW (SEA)

UBS AG
01.2015 - 07.2019

Client Advisor, UHNW (Indonesia)

UBS AG
01.2008 - 01.2015

Investment Advisor, Wealth Management

UBS AG
01.2004 - 12.2007

Chartered Financial Analyst -

CFA Institute
04.2001 -

Bachelor of Accountancy - Accounting And Finance

Nanyang Technological University
04.2001 -

Investment Counselor

Citigroup Private Bank
01.2000 - 12.2003

Investment Advisor

HSBC Private Bank
01.1997 - 12.1999
Paterson LauMarket Head, Private Banking