Lana So Wan Yuen

About

Lana is a seasoned private client and fiduciary professional with over 17 years of experience in the financial services industry. She specialises in supporting cross-border structuring and administration for corporates and private clients, with particular expertise in wealth preservation, asset protection and succession planning. She has, throughout her career and in her current role, overseen a diverse portfolio of clients including high-net-worth individuals, multinational corporations, family offices and charitable organisations.

Her experience spans the full lifecycle of structures from set-up and implementation through to ongoing administration, regulatory compliance and entity closure. Lana brings a strong commercial and analytical perspective to her work, underpinned by her accounting background. Across her career, including in her current executive role, she has established herself as a seasoned independent director, serving on the boards of a diverse range of client entities across multiple industries.

Lana graduated from the London College of Accountancy and is a Fellow Member of the Association of Chartered Certified Accountants (FCCA). She is also a Full Member of the Society of Trust and Estate Practitioners (STEP) and a Member of the Association of Certified Anti-Money Laundering Specialists (ACAMS). She is affiliated with the Mauritius Institute of Directors (MIoD) and the Mauritius Institute of Professional Accountants (MIPA).