Derryck Lo

Derryck Lo is an experienced professional in client relationship management and operational oversight, currently serving as a Relationship Manager at Integrated Portfolio Solutions since July 2018. Derryck's expertise includes managing client relationships within Wealth Management and Family Offices, performance reporting, and facilitating new client transitions. Prior roles include Senior Account Manager, overseeing portfolio administration and complex client queries, at Integrated Portfolio Solutions, and Transaction Management Oversight at State Street, where Derryck managed oversight of offshore operational teams and provided performance reporting to Fund Managers. Additional experience spans various roles in operations and client service at Macquarie Group, Commsec, Barclays Capital, and BP OIL HELLENIC SA, complemented by a Graduate Diploma in Applied Finance from Kaplan Professional.