HSBC Private Bank has appointed Francesca Chan as regional head of family and philanthropy advisory, Asia-Pacific, effective September 29. Based in Hong Kong, she will report to Ann Ling, regional head of wealth planning and advisory, Asia-Pacific.
Chan will lead teams of family advisory and philanthropy advisory specialists across the Asia-Pacific region. She will be responsible for deepening client relationships and driving business growth through bespoke advisory solutions, guiding ultra-high-net-worth ( UHNW ) clients across multi-generational succession, family office set-up, family governance establishment and strategic philanthropy.
Chan brings nearly two decades of private wealth management experience. Most recently, she served as executive director and senior family adviser at UBS, where she advised Asia’s leading UHNW families on intergenerational legacy planning and long-term stewardship, encompassing family office establishment, residency planning, and the design and implementation of governance frameworks, while also shaping family strategy, philanthropic vision and next-generation development.
Prior to UBS, Chan held roles at Deloitte Private, Noah Global Family Office and BNP Paribas. She began her career as an investment adviser with HSBC Securities in Canada.
