Credit Suisse creates wealth planning services for Greater China

Credit Suisse has created wealth planning services for Greater China with the appointment of Tan Mae Shen, senior specialist, family office services Asia-Pacific, based in Hong Kong. She reports to Thomas Ang, head of family office services Asia Pacific.

Tan is responsible for providing dedicated family office services coverage for Greater China clients, partnering with relationship managers, their clients’ family members and stakeholders, to strengthen ultra-high-net-worth families’ ability to successfully preserve, grow and transfer their legacy across generations and market cycles. In addition, she also supports the broader wealth planning services platform including philanthropy advisory and private label funds, working closely with the different regional specialist expert teams.

Tan first joined the Credit Suisse family office services Asia Pacific team in 2017 based in Singapore, where she worked with business families across Southeast Asia, Hong Kong, China and Middle East to build family governance and family office solutions. Prior to joining Credit Suisse, she was the chief investment officer of an Asian-American family office, where she established and implemented public and private investments, as well as investments in real estate and in impact investing.

Credit Suisse first set up its family office services in Asia Pacific in 2010 in response to emerging interest from ultra-high-net-worth families who were thinking about the generational transition of their business and wealth.

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