Siu Lun (Andrew) Leung

Vice President, Private Client Advisor

Professional Profile

Andrew Leung is a Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. He believes in leaving a legacy to your family, community or your loved ones will embrace the exclusive values you have today. This is one of the most rewarding pieces of being a financial professional to positively impact someone’s life and their future generations. He also enjoys speaking with different people from various backgrounds and fulfills his natural curiosity.

He earned his M.B.A. with finance concentration from Leavey School of Business, Santa Clara University in 2018 and B.S. in Business from San Francisco State University in 2010.

Andrew joined the firm in September of 2016, and has investment, credit and banking experience supporting the needs of high net worth individuals and their families. He provides wealth management services to help clients navigate through the complex of investment management, estate planning, asset preservation and wealth transfer strategies.

Prior to joining U.S. Trust, he has served as Relationship Manager at Citibank and HSBC Bank which he gained experience to working with individuals and families to simplify and enhance their financial goals.

 

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.