Gillian Yu

Gillian Yu

Formal First Name

Gillian Yu focuses on providing complex, holistic cross-border wealth management solutions with focus on the development of highly customized pre-liquidity planning solutions, monetization strategies, asset management strategies, wealth transfer strategies, and philanthropic goals. Prior to joining Morgan Stanley in 2015, she spent 14 years with Credit Suisse, where she executed one of the largest directed share programs for one of the largest IPOs in history. She also worked for Chase Manhattan Bank in Taiwan. Gillian is recognized as one of the top advisors by various industry publications, including Forbes magazine and Barron's. She is listed amongst one of the few Mandarin-speaking Asian female advisors with extensive cross-border wealth management experience.

Professional Experience

Academic History

Awards and Recognitions