Albert joined Mattioli Woods in December 2023 as a wealth management trainee consultant, having achieved a Diploma in Regulated Financial Planning within just seven months.
With eight years of experience in financial services, Albert began his career in 2017 at HSBC in Hong Kong, where he worked as a premier relationship manager, advising clients on investments, insurance, and wealth management. After relocating to the UK in 2021, he continued his career at NatWest before joining Mattioli Woods.
Specialising in wealth management, retirement planning, tax planning and estate planning, he focuses on building strong relationships and providing personalised financial solutions tailored to clients’ unique goals and needs. Fluent in English, Cantonese, and Mandarin, he is well-equipped to assist a diverse range of clients.
Outside of work, Albert manages a local basketball team in Nottingham that competes in the Sherwood Basketball League and England HKers Basketball League. He has recently developed a passion for tennis, which he enjoys playing with his partner.