Grandtag Financial Consultancy has announced the appointment of Louise Thean as its Chief Proposition Officer for Asia, effective January 2025. This newly created role highlights Grandtag’s dedication to enhancing wealth preservation and legacy planning solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across the region.
Louise Thean, a seasoned professional with over 20 years of experience in financial services, will spearhead Grandtag’s proposition strategy and regional expansion. She has been instrumental in the company’s growth since joining in 2016, establishing impactful partnerships to deliver tailored solutions. Her new role will also involve deepening strategic alliances with financial institutions throughout Asia.
Before joining Grandtag, Thean held senior roles at International Planning Group, AXA Wealth, and Standard Chartered, where she honed her expertise in business development, operations, and client servicing. Her leadership is backed by professional advisory qualifications and advanced certifications.
Martin Wong, Regional CEO of Grandtag, expressed confidence in Thean’s appointment, stating: “Her extensive experience, deep industry knowledge, and strategic vision will be invaluable as we continue to build our digital platform and expand our position as the trusted legacy planning partner for HNW individuals and UHNW families.”
Thean herself remarked on the significance of her new role, saying: “With economic and geopolitical shifts reshaping the wealth landscape, now more than ever, our clients need tailored solutions to safeguard their assets and future-proof their legacies.”
Grandtag, a financial adviser in Singapore since 2007, continues to expand its presence in Asia, with offices in Singapore, Hong Kong, and Malaysia. The firm’s success is built on personalised services and strong relationships with private banks and asset managers.
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