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Zipo Lai

Evaluator · DISC type cds
Head of Family Office, Europe at InvestHK Brussels
📍 Brussels, Brussels Region, Belgium

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
19 Years
Current Role
Head of Family Office, Europe
Job Level
Mid-senior
Location
Brussels, Brussels Region, Belgium
Personality Overview

How Zipo shows up

Hard To Convince
Fast But Analytical
Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Priorities

Topics Zipo cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2022
Head of Family Office, Europe
InvestHK Brussels
9-2020 - 7-2022
Business Development Director APAC
Trusted Family
7-2019 - 9-2020
Vice President, Wealth Planning, Private Wealth Solutions, HSBC Private Bank
HSBC
10-2016 - 6-2019
Vice President, Trust & Estate Advisory, International Wealth Management
Credit Suisse
8-2013 - 9-2016
Associate
DLA Piper
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2004
Bachelor of Business Administration
University of Michigan - Stephen M. Ross School of Business
2016
LLM in Estate Planning
Golden Gate University
2012 - 2014
Member
Society for Trust and Estate Practitioners (STEP)
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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