Wai Soon Lum

Head of Wealth Planning, Hong Kong

UBS Global Wealth Management

Profile:

Wai Soon is the Head of Goldman Sachs’ Strategic Wealth Advisory Team in Asia who assists clients and their advisors in international tax and wealth planning. She has more than 10 years’ international experience helping Asian families with their multi-jurisdictional tax, succession, family governance and philanthropic needs associated with the creation, preservation and transfer of wealth to successive generations. Prior to joining Goldman Sachs, Wai Soon was a Wealth Advisor at J.P. Morgan Hong Kong and a Regional Trust Professional at Merrill Lynch Singapore. She started her career as a lawyer in a boutique law firm in Singapore specializing in M&A. Wai Soon graduated, with Honors, from the Faculty of Law, National University of Singapore and was an Advocate and Solicitor of the Supreme Court of Singapore. She is a member of Singapore Academy of Law, Association of Corporate Counsels (US), and the Society of Trust and Estate Practitioners. She is fluent in English, Mandarin and Cantonese.

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