Patrick Chiu, CFA, possesses extensive experience in investment consulting and counseling across prestigious financial institutions. Chiu served as an Investment Counsellor (Director) at HSBC Private Bank from July 2019 to September 2020 and held a similar position at Citi Private Bank from April 2011 to June 2019, where notable achievements included receiving the Citi Private Bank Global Chairman's Council – Product Leader award in 2017 and the Franchise Leader Award for Asia Pacific in 2014. Transitioning to Credit Suisse from September 2020 to June 2024, Chiu was recognized as the Chairman’s Club Top IC Runner-up in 2022 and awarded Best Fund Solutions Sales in 2021. Currently, Chiu is an Investment Consultant (Executive Director) at UBS Global Family and Institutional Wealth since February 2024. Academic credentials include a Bachelor of Social Science and a Master in Finance (Financial Engineering) from The University of Hong Kong.
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