Lily Jo

Ms. Jo is the Head of Community at the firm. With a strong foundation in wealth planning and risk management, she has provided tailored financial strategies to high-net-worth individuals, managed a wide range of portfolios, and accumulated significant expertise in financial advisory. She is able to engage with stakeholders efficiently and reliably, seamlessly incorporating technical knowledge into community-building initiatives.

Role & Background

Ms. Jo leads the firm’s community initiatives, engaging with key stakeholders such as investors, entrepreneurs, institutional partners, and government agencies. She organises networking events, roundtable discussions, and collaborative programmes that support the firm’s goals in capital development and strategic partnerships. Her strong communication skills help build understanding and foster effective collaboration.

Ms. Jo has played a key role in building a professional and collaborative community platform. She focuses on creating an environment where ideas, resources, and partnerships can grow. Her efforts have strengthened the firm’s presence in the capital space and supported long-term, cross-sector collaboration in line with the firm’s business objectives.