Tina Leung

Vistra and Tricor, merged officially on 1 January 2024, subsequently rebranded into VISTRA卓佳 in March 2024. As Director at Tricor Services Limited (Vistra), Asia-Pacific's leading business expansion specialist, I report directly to the Executive Director and lead a team of 15 professionals across the client accounting services division. My role focuses on overseeing a comprehensive financial accounting and tax services portfolio for multinational corporations and fund clients, ensuring regulatory compliance and operational excellence. I drive strategic initiatives to enhance division profitability through service optimization and process improvements, while leading cross-functional collaboration with compliance, company secretarial, and tax teams to deliver integrated solutions. My responsibilities include managing offshore team coordination with the Foshan operations center to ensure seamless service delivery, and partnering with business development teams to expand service offerings to existing clients. Through implementing strategic frameworks, I have improved team profitability by optimizing resource allocation, expanded service portfolios for key fund clients to enhance revenue streams, and strengthened relationships with SFC-licensed entities through proactive regulatory advisory services.

At Intertrust, a global leader in tech-enabled corporate and fund solutions, I managed a portfolio of 15-20 asset management clients and leading a team of 10 professionals. I managed comprehensive client accounting services including financial accounting, tax management reporting, variance analysis, and regulatory compliance based on specific client requirements. My role included leading client onboarding initiatives and service expansion strategies for existing accounts, while managing collaboration with the India servicing hub to optimize the offshore delivery model. I prepared detailed profitability analysis and management commentary for senior leadership review, and ensured strict adherence to SFC regulatory requirements including capital adequacy monitoring. Notable achievements include successfully onboarding multiple high-value asset management clients, establishing efficient offshore collaboration protocols that reduced turnaround time by 30%, and developing team capabilities in SFC compliance, positioning the team as internal subject matter experts.

As Associate Director at Vistra, a global corporate services provider specializing in international expansion, I reported to the Executive Director and managed integrated teams following the merger with Orangefield. I successfully oversaw an expanded client portfolio post-merger, harmonizing service delivery across legacy client bases while maintaining a 95% retention rate. I led talent acquisition and development initiatives to support business growth, and partnered with business development, treasury, and company secretarial teams to deliver holistic solutions. Managing complex client communications during organizational transition, I pioneered a cross-functional service delivery model that increased cross-sell opportunities by 40%. My leadership during this period established a reputation for seamless cultural adaptation and effective change management.

At Orangefield, a boutique international corporate services firm, I managed a team of 10 professionals serving 20-30 multinational clients. I delivered comprehensive client accounting services including month-end closing, budgeting, and forecasting, while developing tailored financial solutions and on-site secondment services for a diverse client portfolio. I managed the implementation of proprietary in-house systems for enhanced service delivery, serving clients across trading, services, and F&B sectors with customized reporting solutions. During my tenure, I grew the client portfolio by 50% through proactive business development and referral generation, implemented innovative service delivery models including successful on-site secondments, and achieved consistent client satisfaction scores exceeding 90% through personalized service approaches.

Grant Thornton have been spined off partially, and subsequently merged with BDO in January 2011. At BDO/Grant Thornton, leading global networks of public accounting firms, I reported to Partners while leading audit teams of 5-8 professionals on diverse client engagements. I managed comprehensive audit services for trading, manufacturing, technology, and healthcare clients, and executed special engagements including M&A due diligence and disposal assignments. I developed strong client relationships through proactive communication and tailored service delivery, while mentoring junior team members and conducting performance evaluations. Key achievements include m successfully managing portfolio transitions during the BDO merger while maintaining continuity for all clients, leading complex M&A due diligence projects supporting successful transaction completions, and developing expertise across multiple industries.