Managing Director Head of South-east Asia Wealth Advisory, Singapore
Karen Tan is a Managing Director and the Head of Wealth Advisory Group for Southeast Asia at J.P. Morgan Private Bank in Asia. Based in Singapore, she is responsible for the firm’s Wealth Advisory practice for ultra-high net worth clients in Southeast Asia. The Group is dedicated to advancing the firm’s efforts to develop customized and leading edge wealth planning products and solutions for clients, especially in the area of trust structuring, multi-jurisdictional tax planning, estate and succession planning as well as philanthropy. Prior to joining J.P. Morgan, Ms.Tan was an Executive Director in the Wealth Planning Team at UBS AG Singapore for more than 10 years, covering the Global Ultra-High Net Worth clients. She has extensive knowledge and experience in working closely with families and family offices across the South East Asia region, and has advised on numerous issues including general taxation, estate planning and succession issues. Ms.Tan started her legal practice in Malaysia and Singapore for more than 7 years, in the areas of corporate law and taxation, specialising in private client and probate/trust matters. She was counsel in the private client team of a major US law firm in Singapore prior to joining UBS. Ms. Tan is admitted as an Advocate and Solicitor in the High Court of Malaysia, and also admitted as a solicitor in the New South Wales Bar, Australia. She holds a Bachelor of Laws degree from University College, London and a Masters in Taxation from the ATAX, University of New South Wales.
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