Serena Wong is a senior advisor in family wealth and private banking, with more than 25 years of experience working with high-net-worth individuals, entrepreneurs, and family offices across Asia and Europe. Her work focuses on helping families make considered, long-term decisions about their wealth, grounded in cross-generational stewardship and an appreciation that wealth extends beyond financial capital.
She is a Managing Director and Senior Advisor at a leading Swiss private bank, advising international clients who value Switzerland’s stability and long-term perspective as foundations for wealth planning. Previously, she served as Head of Advisory at a Singapore-based multi-family office, and led a multidisciplinary team delivering investment management, wealth planning, administrative, and legacy advisory services to entrepreneurial families across Asia.
Earlier in her career, Serena held senior leadership roles in global private banking including serving as Head of Indonesia Market at a major international bank, and worked in Investment Banking in Paris and London. She began her career at Singapore’s sovereign wealth fund.
Serena holds an MBA from the Tuck School of Business at Dartmouth College and a Bachelor of Social Sciences (Honours) from the National University of Singapore. She serves as a Council Member for the Asia Pacific region at Tuck.
A long-standing advocate for women’s leadership and financial agency, Serena was a founding committee member of JPMorgan’s Women Interactive Network in Asia and is the Co-Founder of Women in Family Offices, a professional network supporting women decision-makers within the family office ecosystem. She is author of the book Why Women Don’t Talk Money.
