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Jacqueline Loh

Senior Vice President

Specialism: Trustees Private Client Trustees

Company: HSBC Trustee (Hong Kong) Ltd

Location: Hong Kong, Hong Kong

Citywealth rating

4.5
Average: 4.5 (6 votes)
Fee Level:
4.166665
Average: 4.2 (6 votes)
Quality of Advice
4.666665
Average: 4.7 (6 votes)
Communications Skills
4.5
Average: 4.5 (6 votes)
Interpersonal Skills
4.666665
Average: 4.7 (6 votes)
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Private client review:

Straight forward and clear minded. Anticipate problems before they arise.

07 Aug 2018

Peer review:

Jackie is one of those rare professionals who understands both the tax structuring aspects and the fiduciary responsibilities of being a discretionary trustee.

04 Aug 2018

Private client review:

Excellent and high quality advice which we very much appreciated. Also very clear and frequent communications as well as good written documents at regular intervals. Highly recommend particularly when difficult situations arise

31 Jul 2018

Peer review:

I've always enjoyed working with Jacqueline. She has a wealth of experience in all aspects of wealth management relating to Asian clients and issues, and is pleasant to work with. Highly recommended.

Michael Olesnicky    KPMG   
03 Jul 2018

Peer review:

Jacqueline is a very experienced, highly credible adviser. She is down to earth and puts clients at ease. She is highly collaborative - a pleasure to work with.

Richard Weisman    Baker McKenzie   
27 Jun 2018

Peer review:

Jacqueline is a highly experienced advisor who can navigate the nuances involved in working with UHNW clients. I have worked with Jacqueline for a long time for different clients. She is very attentive to their needs and provides proactive solutions. She is a highly skilled professional very knowledgeable about her field - easily your first “go to” person at HSBC.

25 Jun 2018

Peer review:

Jacqueline Loh is a unique go-to adviser and one of the most valuable resources that HSBC has in its trust and private banking division. With a broad knowledge of tax and legal issues affecting families, and a sensitive approach to the holistic issues families face, Jacqui is the first person I refer families I work with to for trust and private banking help.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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2017 

Jacqueline Loh currently has no Citywealth award

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Private client review:

Straight forward and clear minded. Anticipate problems before they arise.

07 Aug 2018

Peer review:

Jackie is one of those rare professionals who understands both the tax structuring aspects and the fiduciary responsibilities of being a discretionary trustee.

04 Aug 2018

Private client review:

Excellent and high quality advice which we very much appreciated. Also very clear and frequent communications as well as good written documents at regular intervals. Highly recommend particularly when difficult situations arise

31 Jul 2018

Peer review:

I've always enjoyed working with Jacqueline. She has a wealth of experience in all aspects of wealth management relating to Asian clients and issues, and is pleasant to work with. Highly recommended.

Michael Olesnicky    KPMG   
03 Jul 2018

Peer review:

Jacqueline is a very experienced, highly credible adviser. She is down to earth and puts clients at ease. She is highly collaborative - a pleasure to work with.

Richard Weisman    Baker McKenzie   
27 Jun 2018

Peer review:

Jacqueline is a highly experienced advisor who can navigate the nuances involved in working with UHNW clients. I have worked with Jacqueline for a long time for different clients. She is very attentive to their needs and provides proactive solutions. She is a highly skilled professional very knowledgeable about her field - easily your first “go to” person at HSBC.

25 Jun 2018

Peer review:

Jacqueline Loh is a unique go-to adviser and one of the most valuable resources that HSBC has in its trust and private banking division. With a broad knowledge of tax and legal issues affecting families, and a sensitive approach to the holistic issues families face, Jacqui is the first person I refer families I work with to for trust and private banking help.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Jacqueline Loh currently has no reviews

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