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发布时间: 2019 - 10 - 21
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Positions: Executive Director丨Head of Geater China & North Asia
Company: Bank of Singapore
个人简介:
Cecilia Shum is the head of Greater China and north Asia division at Bank of Singapore. She has over 15 years of experience in financial planning and private client advisory services at several international banks including HSBC、Standard Chartered Bank、ABN AMRO Bank and CCB, one of the four major state-owned banks. Cecilia Shum graduated from The University of Auckland Business School in New Zealand with a bachelor's degree and is a registered private wealth manager in Hong Kong and Singapore. Now Cecilia Shum works mainly in Hong Kong and is responsible for private banking clients in Asia, including China, Singapore, Malaysia and other regions, in which the clients are UHNW individuals in Forbes Asia.As a division head of an international bank, Cecilia Shum can provide clients with comprehensive wealth management solutions, including trading across various global assets、building mortgage and portfolio finance services、and OCBC’s corporate finance and retail banking services. Cecilia Shum knows that clients attach great importance to the arrangement of family wealth inheritance, so she has a large team to assist her with wealth planning services, including heritage planning and insurance and trust management services.
发布时间: 2019 - 10 - 21
点击次数: 0
Positions: Managing Director,Head of Wealth Management China,Advisor to Wealth Management North Asia Region in Greater China
Company: Deutsche Bank
个人简介:
Jeffrey Peng, managing director, head of wealth management China, and advisor to wealth management North Asia region in Greater China of Deutsche Bank.Jeffrey worked as managing director and chief strategy officer of Greater China and North Asia of the Bank of Singapore, he was responsible for corporate strategy development in greater China. Before that, Jeffrey worked as executive director, director of investment product services and media spokesman of UBS (China) LTD., and member of the Asia Pacific investment product management committee and Asia Pacific investment product risk committee. He was executive vice President of wealth management department of UBS Taiwan, director of banking products, head of investment products consulting department and head of special solutions consulting department.He has successively held important positions in European, Japanese, American, Asian and Taiwan-funded financial institutions, and has rich experience in financial industry (wealth management in private Banks, corporate finance, mergers and acquisitions, investment), as well as front-middle and back-office experience. Jeffrey is fond of serving as a volunteer, advocating public finance and charity activities, and actively participating in financial policy suggestions and research of regulatory units and public organizations, as well as serving as an external expert and consultant. In addition, he also participates in the writing and publishing of professional books.Jeffrey graduated from accounting institute of University of Texas at Austin, scholarship winner, having master's degree, is a certified FIPA AU, FFA UK, FCPAI, CFE, Taiwan business evaluator.
发布时间: 2019 - 10 - 21
点击次数: 0
Positions: Vice President of Private Banking Center
Company: Bank of Communications
个人简介:
GUI Zefa, Ph. D in Economics, is a senior economist and vice president at Private Banking Center of Bank of Communications. In recent years, he has published 'The Road of Chinese banking wealth management', 'Chinese banking Reengineering Research' and other four works, along with more than 30 articles. The number of provincial research and investigation report led by Mr. Gui is more than 20. Mr. Gui has a deep understanding and rich practical experience in retail banking, wealth management, and industry research.