Holly is from Hong Kong and went to Perth, Scotland to complete her high school education at Kilgraston School. She continued her studies at Queen Mary University of London where she attained a BSc in Mathematics, Statistics and Financial Economics, and a Masters in Investment and Finance with Distinction. Holly is also a licensed individual with the SFC.
A key contact in supporting the firm’s clients as well as liaising with various investment platforms and private banks on a daily basis, Holly has been with the firm since 2018 and is passionate about delivering great client outcomes.