Andy Leung
Consultancy & Advisory Managing Director
With nearly 20 years of solid experience in the financial services industry, Andy is a seasoned wealth planning practitioner specializing in serving family businesses and ultra-high-net-worth (UHNW) clients across the region. He offers a comprehensive mix of trust, insurance, and succession planning services tailored to meet the evolving needs of his clients over time.
Andy’s areas of expertise include international tax planning, pre-immigration preparation, multi-generational and corporate succession, family office establishment, philanthropic structures, charitable giving, pre-IPO solutions, keyman risk management, and talent retention. His diverse career background spans corporate banking, private banking, and trustee services, equipping him with the skills to craft and deliver solutions that help clients achieve their planning goals while balancing the interests of both business and family.
Before joining Lioner, Andy served as the Head of Wealth Planning at HSBC Private Banking for the Greater China markets. He holds double degrees in Business Administration and Laws from the University of Hong Kong and is a qualified full member of the Society of Trust and Estate Practitioners (STEP).
Andy’s areas of expertise include international tax planning, pre-immigration preparation, multi-generational and corporate succession, family office establishment, philanthropic structures, charitable giving, pre-IPO solutions, keyman risk management, and talent retention. His diverse career background spans corporate banking, private banking, and trustee services, equipping him with the skills to craft and deliver solutions that help clients achieve their planning goals while balancing the interests of both business and family.
Before joining Lioner, Andy served as the Head of Wealth Planning at HSBC Private Banking for the Greater China markets. He holds double degrees in Business Administration and Laws from the University of Hong Kong and is a qualified full member of the Society of Trust and Estate Practitioners (STEP).
