Providing clients with appropriate investment advice and wealth management planning to align with market changes and specific needs.
Familiarity with the characteristics and advantages of Hong Kong’s financial markets and financial instruments, with a focus on balancing risk and return.
Professional Track Record:
Served as a financial training instructor in major corporations, enhancing the professional quality of people in the Trust industry through financial expertise and wealth management knowledge.
Established offshore Trust structures, successfully assisting high-net-worth clients to achieve steady growth of assets and wealth inheritance arrangements.
Chinese (Traditional)
Chinese(Simplified)
English(US)