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Mr. Aaron Xuan

Trust Relationship Manager

Expertise:

  • Builds structured portfolios encompassing equities, bonds, real estate, and private equity.

 

  • Deep familiarity with intergenerational wealth structures and succession frameworks.

 

  • Handles regulatory navigation and contingency planning in sensitive financial environments.

 

  • Consults on capital events, including private placements and market listings.

Professional Track Record:

  • Over 15 years in financial advisory and corporate investment roles.

 

  • Crafted over 100 wealth strategies tailored to more than 30 high-net-worth clients.

 

  • Oversaw RMB 200 million in cumulative asset deployment.

 

  • Valued for combining executional rigour with a high-level market perspective.

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