Company: UBS AG Hong Kong

Current Capacity:
Executive Committee Member
Chair of Strategy Task Force
Chair of Examination Board

Past Capacity:
2006–2007 Chair of Examination Board
2004–2006 Executive Committee Member
2003–2006 Member of Examination Board
2004–2005 Chair of Finance and Legal Subcommittee
2000–2004 President

Henry Lam is an Executive Director of UBS AG and head of Financial Planning within Wealth Management in Hong Kong.  He is responsible to provide financial planning services to high net worth individuals in North Asia, including retirement planning, tax and estate planning, cross-border investment and corporate restructuring.

Henry was previously employed by Coopers & Lybrand, having worked in their Vancouver and Hong Kong offices.  Henry graduated with a MA from Cambridge University and MBA from University of British Columbia. Henry is a Chartered Accountant, CFP certificant (Hong Kong and Canada), a fellow of the Hong Kong Institute of Certified Public Accountants and a member of the Society of Trust and Estate Practitioners.  He serves as a member of the founding Executive Committee of IFPHK and had been the President of the Institute during 2000-2004.