Penny Tao, CFA

Penny is responsible for capital-raising strategies across the Asian investor community, including Ultra High Net Worth Individuals, Family Office, Institutional investors and distribution management. Penny was previously with HSBC where she had a 20-year + career working across Australia, China, Hong Kong and the UK in a variety of management roles in private banking, wealth management and retail banking. Penny holds a Double Bachelor's Degree in Law and Finance from Shanghai Jiaotong University. She is also a CFA charter holder.