Ms. Claire Wang

Trust Relationship Manager

Expertise:

  • In-depth knowledge of primary equity investment, public company mergers and acquisitions, and corporate capital operations.

 

  • Skilled in structuring cross-border asset allocation strategies, family trusts, and long-term wealth transfer planning.

 

  • Strong ability to identify and capture global investment opportunities.

 

  • Deep familiarity with overseas capital markets, IPO rules, and listing procedures.

 

  • Licensed under the Hong Kong Securities and Futures Commission (Type 1, 4, 9).

 

  • Licensed Hong Kong Insurance Intermediary

Professional Track Record:

  • Vice President roles in both a Hong Kong investment bank and a private equity fund.

 

  • Board director of multiple Hong Kong listed companies and investment advisor to family office think tanks.

 

  • Delivered successful outcomes in equity investments, M&A transactions, and capital market initiatives that enabled sustained corporate growth.

 

  • Led multiple IPOs to completion and supported client companies through post-listing development.

 

  • Certified Public Accountant (China)
Ms. Kingna Gui
Mr. Shawn Xu