Position: Associate Director
Phone: +852 3468 8880
LinkedIn: View Profile
Holly Lai is an Associate Director at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Holly’s primary role involves managing relationships with clients, as well as various investment platforms and private banks. Holly specializes in wealth management and financial planning, helping clients visualize and plan for their financial goals effectively.
Prior to Leo Wealth, Holly gained valuable experience in providing wealth solutions to global professionals, investors, and entrepreneurs while working with independent asset managers.
Holly is a Type 4 (advising on securities) and Type 9 (asset management) licensed individual with the SFC.
Holly is from Hong Kong and completed her high school education in Scotland before attaining a BSc in Mathematics, Statistics, and Financial Economics, followed by an MSc in Investment and Finance with Distinction from Queen Mary University of London. Since graduating, Holly has remained devoted to the field of wealth management, driven by her passion for achieving outstanding client outcomes.
In her spare time, Holly enjoys travelling, exploring diverse cuisines, swimming and playing tennis.