Lotus Advisor

Lilly Huang, senior vice president for HSBC Private Banking, spearheads the SF Bay Area Ultra-High Net Worth division at HSBC’s Global Private Bank. She works closely with ultra-high net worth clients and their families in developing customized strategies designed to preserve, grow and transfer wealth effectively. Lilly leads a team of specialists who work in concert to develop thoughtful solutions in multiple disciplines: Investment Management, Trust and Estate Planning, Family Office Services, Lending and Philanthropy.

Lilly has over 20 years’ experience working with the venture capital and technology communities. She’s developed a broad array of relationships with technology founders and CEOs, private equity firms, and venture capital investors. Many of Lilly’s clients have global needs and the extensive resources of HSBC globally allow her to oversee and coordinate business for clients worldwide.

Prior to HSBC Private Banking, Lilly was the Head of Entrepreneur Services Group at Silicon Valley Bank in China, and the Founding Member of SVB’s Cross-Border team. She was the first representative of the city of San Francisco in China supported by former Mayor of San Francisco, Gavin Newsom. She also spearheaded the first global Fortune Brainstorm Tech conference in China. This global conference gathered the world’s leading technology executives to focus on the key issues facing companies at a crucial time of change in China and the global economy.

In addition to joining the Lotus Advisors, she served on the board of GlobalSF, an award-wining public and private partnership focusing on building global cities of the future. She was a guest lecturer at Stanford University from 2013 to 2014, earned her CPWA® license through the Yale School of Management, holds a master’s degree from the University of Birmingham, UK and series 7 and 66 licenses.