Eric Yeung

Background

About Eric Yeung

With over a decade of experience at ANZ Bank, I have built deep expertise in partnering with Australia’s most sophisticated clients—ranging from large family offices to individuals navigating the complexities of significant liquidity events, including business sales and inter-generational wealth transfers. In my current role within the Private Office segment at ANZ Private, I specialise in delivering bespoke banking solutions, complex lending structures and work with Investment Advisors to deliver strategically tailored investment portfolio strategies. I work closely with ultra-high-net-worth individuals and families to provide holistic financial guidance, ensuring their personal and business financial goals are aligned and achieved. Key Areas of Expertise: • Complex lending structures across commercial and residential property loans • Partnering with Investment Advisors to create diversified investment portfolios and asset allocation strategies • Multi-generational wealth planning for family offices • Bespoke banking for clients pre & post-liquidity events • Trusted relationship management across evolving life stages I take pride in developing long-term relationships built on trust and a deep understanding of client priorities—often serving as a central subject matter expert across both financial and non-financial aspects of wealth. Always open to connecting with like-minded professionals and clients seeking a trusted partner in navigating the nuances of substantial wealth.