HSBC appoints a new leader for Asia-Pacific Wealth Planning Division

HSBC appoints a new leader for Asia-Pacific Wealth Planning Division

**HSBC Appoints Ann Ling as Regional Head of Wealth Planning and Advisory for Asia Pacific**

Ann Ling has been appointed as the Regional Head of Wealth Planning and Advisory for Asia Pacific at HSBC Global Private Banking, effective from 1st July 2025. With over 20 years of experience in financial services, Ling brings a wealth of knowledge to her new role, having held senior wealth planning positions at J.P. Morgan, UBS, Morgan Stanley, and Ernst & Young (EY) before joining HSBC in 2019.

In her previous role, Ling served as the team head of wealth planning for Hong Kong, the Philippines, and international markets at HSBC. In her new role, she will be based in Hong Kong and will lead teams of wealth planners, family advisory, and philanthropic advisory specialists across the Asia Pacific region.

Ling's responsibilities will include deepening client relationships and driving business growth through bespoke wealth structuring and advisory solutions. She will also oversee the delivery of the bank's trust advisory services, leveraging HSBC Trustee's nearly 80-year legacy in working with families, especially in Asia. Since joining HSBC, Ling has played a key role in strengthening ties with ultra-high-net-worth families, providing expertise in trust, succession, and cross-border estate planning.

HSBC's appointment of Ling is in line with the bank's strategic goals to strengthen its leadership in delivering bespoke wealth planning solutions tailored to complex family dynamics and international markets. This reflects the bank's commitment to helping clients achieve their intergenerational wealth transfer and preservation objectives, reinforcing HSBC's position in Asia Pacific's competitive private banking sector.

Lok Yim, regional head of HSBC GPB, Asia Pacific, stated that Ling's extensive experience in wealth planning, coupled with her deep understanding of international markets and family dynamics, will further strengthen their leadership in delivering bespoke solutions.

This appointment comes at a time when HSBC has also appointed Ishan Sarkar as the new head of wealth and premier solutions for Singapore, effective 1st July 2025. However, details about the selection process for Ling's new role, the size or structure of the teams she will be leading, or any specific targets or goals for her role have not been disclosed.

In summary, Ann Ling's extensive experience in financial services, her expertise in wealth planning, and her deep understanding of international markets and family dynamics make her an excellent choice for her new role as Regional Head of Wealth Planning and Advisory for Asia Pacific at HSBC Global Private Banking. Her leadership is expected to further strengthen HSBC's position in the region's competitive private banking sector.

| Aspect | Details | |--------------------------|--------------------------------------------------------------------------------------------------| | Background | 20+ years in financial services with JP Morgan, UBS, Morgan Stanley, EY, joined HSBC in 2019 | | Previous role | Head of Wealth Planning for Hong Kong, Philippines, and International Markets at HSBC | | New responsibilities | Lead wealth planning, family and philanthropic advisory across Asia Pacific; deepen client relationships; drive bespoke wealth and trust solutions | | Strategic alignment | Supports HSBC’s goal to enhance intergenerational wealth transfer, preserve wealth, and grow UHNW client base in Asia Pacific |

1. In her new role at HSBC Global Private Banking, Ann Ling will utilize her extensive background in financial services to oversee the implementation of artificial intelligence (AI) and technology-driven solutions for estate planning in her wealth planning strategies.
2. As the Regional Head of Wealth Planning and Advisory for Asia Pacific, Ann Ling will collaborate with private banking specialists to provide bespoke finance and business strategies aimed at managing clients' wealth, banking needs, and succession plans in the rapidly evolving landscape of the Asia Pacific region.
3. In addition to her responsibilities in wealth planning, Ann Ling will also work closely with HSBC's trust advisory services, employing cutting-edge technology to further develop and streamline private banking services that cater to the unique needs of ultra-high-net-worth families in the region.

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