Mandy Lau, CFA

Executive Director

Professional Overview
Mandy Lau is an accomplished finance executive with extensive experience in wealth management, hedge fund operations, and alternative investments. As the Executive Director at UBS, she leverages her deep industry expertise to drive strategic initiatives and deliver exceptional client outcomes.

Experience Summary

Current Role
As the Executive Director at UBS, Mandy is responsible for overseeing the firm's wealth management operations in the New York region. In this role, she leads a team of seasoned wealth managers, ensuring the delivery of tailored investment strategies and personalized financial solutions to high-net-worth clients. Under her leadership, the New York office has consistently outperformed industry benchmarks, achieving double-digit growth in client assets under management.

Career Progression
Prior to joining UBS, Mandy held several senior-level positions in the financial services industry. She served as a Director at Skybound Capital Group, where she played a pivotal role in the firm's global expansion and the launch of new alternative investment products. Earlier in her career, Mandy was an International Wealth Manager at Bank of America Merrill Lynch, where she advised a diverse portfolio of international clients on wealth preservation and growth strategies. She also gained valuable experience as a Vice President of Hedge Funds at Amundi Alternative Investments and as a Hedge Fund Analyst at Lyra Capital LLC.

Academic Background
Mandy holds a Bachelor's degree in Finance from the University of Pennsylvania. She is also a Chartered Financial Analyst (CFA) charterholder, demonstrating her deep understanding of investment analysis, portfolio management, and ethical standards.

Areas of Expertise

• Wealth management and investment advisory

• Alternative investments, including hedge funds and private equity

• International client relations and cross-border wealth planning

• Team leadership and operational excellence

• Financial analysis and investment strategy development

Professional Impact
Throughout her career, Mandy has been recognized for her ability to drive innovation and deliver exceptional results. She has spearheaded the development of industry-leading investment products, and her strategic vision has contributed to the sustained growth and profitability of the organizations she has served. Mandy is also an active member of several industry associations, where she shares her expertise and contributes to the advancement of the wealth management and alternative investment sectors.

Conclusion
With her proven track record of success, Mandy Lau is a respected leader in the financial services industry. As the Executive Director at UBS, she continues to leverage her comprehensive industry knowledge and strategic acumen to enhance the firm's wealth management capabilities and drive meaningful impact for its clients.