Specialises in equity investments, succession planning, and multi-asset wealth management for high-net-worth clients.
Strong capability in balancing risk and return to ensure sustainable wealth growth and asset stability.
Experienced in designing bespoke financial strategies that integrate family legacy planning with long-term investment solutions.
Professional Track Record:
Over 10 years in wealth management and capital market investments, including senior roles at China International Capital Corporation and other leading financial institutions.
Personal management record exceeding RMB 10 billion in client assets, consistently delivering stable investment returns.
Recognised for providing customised, results-driven financial solutions to UHNW families and individuals.
Chinese (Traditional)
Chinese (Simplified)
English (UK)
