Serves as Head of U.S. and Europe at PFIS Group, specializing in LATAM markets. He focuses on wealth planning and succession solutions for private clients and has extensive expertise in comprehensive financial strategies and advisory services.
Samantha is an experienced professional with a strong foundation in sales, customer service, and case management within the pension and investment sectors of Hong Kong’s Listed financial institutions and banking industry.
Co-Head of Operations of PFIS US, PFIS Europe and PFIS France
Supports operations in Europe, France, and the U.S. at PFIS Group, specializing in HNW case management for brokerage firms, blending hands-on experience with client service expertise.
Co-Head of Operations of PFIS US, PFIS Europe and PFIS France
Supports operations in Europe, France, and the U.S. at PFIS Group, specializing in HNW case management for brokerage firms, blending hands-on experience with client service expertise.
Former Head of Life Insurance - Wealth Planning at a private bank with almost 20 years' experience in insurance projects, partnerships, compliance, strategic product development.
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