Mr. Shawn Xu

Trust Relationship Manager

Expertise:

  • Family wealth planning and intergenerational succession strategies.

 

  • Corporate mergers and acquisitions, restructuring, bankruptcy reorganisation, and market capitalisation management.

 

  • Strong insight into capital market dynamics with the ability to capture global investment opportunities.

 

  • Skilled in creating tailored asset allocation strategies for high-net-worth clients, focused on capital preservation and sustainable growth.

 

  • Chartered Certified Accountant (ACCA)

Professional Track Record:

  • Held senior roles at leading enterprises including Shenzhen Zhongdian and SEG Group.

 

  • Built extensive experience in capital operations, IPOs, M&A, and investment financing.

 

  • Successfully led multiple high-profile IPO projects from initiation to completion.

 

  • Delivered proven results in family wealth management, developing strategies that safeguard and grow assets across generations.
Ms. Claire Wang
Mr. Kui Vui (KV)