Vivian Hu, CFP®, CDFA®, TEP

Vivian Hu is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Vivian provides comprehensive financial planning services to global citizens including investment management, trust and estate planning, cash flow planning, retirement planning, and cross-border advisory.

Prior to Leo Wealth, Vivian served as a VP at Pictet & Cie SA, advising High Net Worth clients in the APAC region. Prior to moving to Hong Kong, Vivian was based in New York as a financial planner at First Republic Bank. Vivian has more than 10 years of experience delivering wealth management solutions across both the US and Asia Pacific.

Vivian holds an MS in Finance from Pace University and a BS in Computer Engineering from the University of Illinois at Urbana-Champaign. Her cross-border expertise in trust and estate planning is recognized by her full membership (TEP - Trust Estate Practitioner) at Society of Trusts and Estate Practitioners (STEP).