Utilising a compound knowledge structure in fiscal, tax and financial sectors, combining finance and tax knowledge with Offshore Trust to offer comprehensive solutions to high-net-worth clients and family offices.
Well-versed in the advantages and characteristics of markets and financial instruments with a global perspective in Hong Kong, Singapore and Switzerland.
Professional Track Record:
Gained over 10 years of experience in tax and information technology consulting in Big 4 accounting firms, managing business, finance and tax compliance for foreign-invested enterprises in China.
Built private equity funds and mastered fund operation.
Worked extensively with Swiss family offices, understanding wealth management needs and lifestyles of high-net-worth individuals.
Member of the Association of Chartered Certified Accountants (ACCA).
Chartered Financial Analyst CFA level II III Candidate (CFA II Passed).
Director of Finance and Taxation Big Data Committee.
Chinese (Traditional)
Chinese (Simplified)
English (UK)