Novia Lu

About 

Novia has worked in the financial and fiduciary services industry for 18 years and joined Ocorian in 2023 overseeing the business development of the private client space in Asia. Prior to joining Ocorian, Novia worked for various international corporate and trust services providers. In addition to bringing a wealth of experience in global corporate structuring, Novia specialises in setting up pre-IPO trust structures and employment incentive schemes such as ESOP/EBT for the High-Net-Worth individuals and their families and companies. She works closely with professional intermediaries, such as offshore law firms, insurance companies, accounting firms, tax advisory firms, company secretarial firms, and banks in the APAC region.

Novia is a qualified Trust Estate Practitioner (TEP) with STEP, a member of Certified Trust Practitioners (CTP), and a member of the China Development Sub-Committee of the Hong Kong Trustees' Association jointly with STEP Hong Kong and EXCO member with STEP.  She speaks fluent English, Mandarin, Cantonese, and Fujianese.

美輝在金融及信託服務行業擁有18年的豐富經驗，於2023年加入Ocorian，負責亞洲地區私人客戶領域的業務拓展。在加入Ocorian之前，她曾任職於多家國際企業及信託服務提供者。除了在全球企業架構規劃方面造詣深厚外，她還專長為高淨值個人、家族及企業搭建上市前信託架構，以及設計員工持股計畫（ESOP）/員工受益信託（EBT）等股權激勵方案。她與亞太地區的離岸律師事務所、保險公司、會計師事務所、稅務諮詢機構、公司秘書服務商及銀行等專業仲介機構保持緊密合作。

美輝持有國際信託與資產規劃學會（STEP）頒發的信託與資產規劃師（TEP）專業資格，同時擁有認證信託執業者（CTP）資格。她兼任香港信託人協會與STEP香港聯合成立的中國發展小組成員，以及STEP執行委員會成員。她能流利使用英語、普通話、廣東話及福建話進行交流。