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发布时间: 2018 - 03 - 20
点击次数: 0
Positions: CEO
Company: Noah International (Hong Kong) Limited
个人简介:
Mr. Liu possesses extensive experience in family wealth planning, especially in the areas of offshore trust, tax planning and offshorecorporate services. At present, Mr. Liu concentrates on providing tailor-made wealth planning for high net worth individuals in China.Mr. Liu has 10 years of experience in wealth management. Before joining ARK Trust (Hong Kong) Limited, Mr. Liu worked in anindependent trust company and was in charge of offshore trust and wealth advisory business. Prior to that, Mr. Liu had worked inDeloitte and EY focusing on business and tax consulting. Mr. Liu is qualified as Chinese non-practicing solicitor and ChineseCertified Tax Agent. He is also a member of Society of Trust and Estate Practitioners.
发布时间: 2018 - 03 - 20
点击次数: 0
Positions:
Company: Edmond de Rothschild
个人简介:
Ms. Jing Zhang Brogle is Managing Director and Head of Asia at Edmond de Rothschild. With more than 18 years experience in leading financial institutions in Europe and Asia, she is expertized in global financial regulations, private banking business operation and financial investments.As a Chartered Financial Analyst, Ms. Zhang Brogle began her career in the Asset Management industry, sequentially as Investment Strategist for global asset allocation and Emerging Markets with focus on Asia and Latin America, Fund Analyst at the Swiss Boutique Bank Vontobel offering investment advices to the Group’s Private Banking and at the end as Portfolio Manager charging of various global Fund of Funds for European institutional clients.Her Private Banking career started with the appointment at UBS as a Director and senior adviser to expand the Greater China team and develop the Swiss giant’s wealth management business in that region out of its Zurich headquarter. Shortly after the financial, she was expatriated to Hong Kong, where she established the Private Banking business operation and developed the business as CEO until 2014. Convinced by the strong needs and industry trend, she then set up her own multi-family business in 2015, served UHNW families as independent asset manager at the same time, and started developing Private Equity investments. It was later on integrated into Rothschild’s Asian business where she was appointed as CEO of the bank’s HK branch and then Chairwoman Asia of the group, with the mandate to restructure the Swiss and French group’s Asian business.
发布时间: 2018 - 05 - 22
点击次数: 0
Positions: Partner
Company: Griffins Plutus Family Office
个人简介:
David has more than 16 years of experience in global investment, estate planning and tax structuring. He is an expert on US tax planning and Automatic Exchange of Information. He has worked at PIMCO, CAI, DB Advisors in various roles as senior analyst and portfolio manager. Before joining Griffin Plutus, he was CIO of E Fund HK and President of E Fund USA. He had also helped win mandates and served  serveral sovereign wealth funds, endorsements as Head Of Bosera International.He has a master’s degree from UC Berkeley ‘s MFE program.
发布时间: 2018 - 05 - 22
点击次数: 0
Positions: 客户经营中心董事总经理
Company: 平安证券
个人简介:
张新年先生毕业于美国印第安纳大学Kelley商学院,获工商管理硕士学位,具有特许金融分析(CFA)资格。 张先生目前担任平安证券经纪业务事业部客户经营中心董事总经理,负责公司PB业务发展及相关投资研究服务。在此之前,张先生在美国银行美林证券(香港)工作,作为大中华区电信行业的首席分析师,连续在2014、2015年被美国《机构投资人》两次评选为全中国电信行业最佳分析师第一名。