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Judy Kwan

Manager, Trust, Private Client

Area of expertise

  • Trust and estate management
  • Trust account administration
  • Private clients servicing
  • Wealth preservation and succession planning

Responsibilities

As a trust manager, Judy helps private clients and families in the ongoing administration and management of their private trusts, family estates, charitable foundations, PTCs, and more.

Judy is a reliable and competent professional in her field of expertise and is authentic to her values in delivering effective client services in administering private wealth in the realm of trust portfolio management.

Qualifications & Memberships

  • Bachelor’s degree in business administration from the National University of Singapore
  • TEP UK - STEP Diploma in International Trust Management

Notable Achievements

  • Managed the full administration and distribution of established trusts and estates of eminent families in Singapore and overseas
  • Led team planning and implementation of work practices ensuring continuity of service level standard during a pandemic-lockdown

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