Meet the Team
Yvonne Tan — Director and Private Wealth Advisor at Aura Private Wealth
![Yvonne Tan, Director and Senior Client Advisor, Aura Private Wealth Yvonne Tan, Director and Senior Client Advisor, Aura Private Wealth](https://www.aura.co/hubfs/Yvonne%20Tan%20bio%20page%20image.png)
Yvonne Tan, Director and Senior Client Advisor at Aura Private Wealth, Singapore
Yvonne Tan is the Director and Private Wealth Advisor at Aura Private Wealth Singapore.
Yvonne Tan is Director and Private Wealth Advisor of the Aura Private Wealth team in Singapore. With over 20 years of experience in the Southeast Asia market, Yvonne is a seasoned professional in the wealth management industry. She brings extensive expertise in serving ultra-high-net-worth individuals and families, focusing on wealth planning, investment planning, and succession planning.
Before joining Aura Group, Yvonne held senior positions at prominent financial institutions, including UOB Private Bank, HSBC Private Bank, OCBC Private Bank, and Société Générale. Her career has seen her deeply involved in legacy planning, funds management, and private wealth management, ensuring she delivers comprehensive and tailored advice to her clients.
Yvonne holds a Bachelor of Science in Banking and Finance and an Advanced Diploma in Private Banking from Singapore Management University. She is also IBF Qualified for Wealth Management (Relationship Management – Private Banking) and has an IBF Advanced Certification from the Institute of Banking and Finance Singapore.