Deep expertise in global wealth planning, offshore legal frameworks, and cross-border risk management.
Skilled in designing tailored multi-asset allocation strategies for both private clients and corporations.
Strong focus on family wealth preservation, tax optimisation, and long-term governance solutions.
Professional Track Record:
More than 10 years of professional experience across banking, securities, and trust institutions.
Successfully led teams serving HNW families and enterprises, managing asset portfolios exceeding RMB 10 billion.
Proven ability to address complex client needs, including asset protection, inheritance, marriage, corporate governance, and compliance.
Holds national certifications in tax planning, family wealth management, and psychological counselling, as well as licences in securities, funds, insurance, and trust planning.
Chinese (Traditional)
Chinese (Simplified)
English (UK)
