Business Strategy
In the past, I helped government/government agencies …
To build strategies in attracting foreign investment in newly developed free-trade zones and financial centres. Political consideration and policy alignment were crucial in the strategic development of that nature. Even though there might be well-defined targets in the plan, the actual success of the strategy might be very different. A great part of the strategic direction was in the subtle communication and political mandate. Hence, it is always important to understand how the specific initiative direction aligned with the overarching strategy from the ‘balcony’.
In the past, I helped global business ….
To formulate the global private banking strategy. Being the Division Head of one of the largest financial institutions, I implemented the plan I developed. Working closely with the country branches to obtain the business license and to discuss with regulators for licensing requirements, hiring the right executive on board to champion the locally regulated business and set the right business targets, helping the countries through leveraging into the head office or neighbouring countries. It was all about implementation and detail orientation throughout.
In the past, I helped corporate …
To consolidate its business licenses and streamline its operations. One of the renowned and historical household family businesses expanded its reach into Asia for over 10 years covering Hong Kong and China. Their portfolios in the region were sub-scale and operated under two regulatory regimes. They finally come to the point of consolidation. As an independent party, I was involved in helping the family hand back the banking license to the regulator and merging the business into the surviving licensing regime. It is all about de-risking and ensuring the sustainability of business.
In the past, I helped ultra-high-net-worth families …
To develop offshore legal structures and wealth management vehicles for their succession planning. Unlike the traditional wealth in the developed countries, many ultra-high-net-worth families are the first few generations in the developing countries. They faced the challenges of succession and the way to preserve their wealth while they are still busy in accumulating their assets. Every family has their unique situation and challenges in succession planning. Being a good listener with empathy and a strategic thinker driven by the head knowledge is essential for good advice.