Work History

Senior Wealth Manager

deVere Group Shanghai

September '16 - Present (3 years)

Company

As a Senior Wealth Manager, I carefully consider how to best match my recommendations with specific client needs. When I help clients achieve their long-term goals, my professional life takes on meaning, relevance and personal fulfilment. I specialise in education planning, retirement planning, estate and succession planning: and in each case my main concern is to put the priorities of others before myself. Perhaps because of my deeply held beliefs and values, during my time in Shanghai I have built up a group of loyal clients, many of whom go on to become my friends. Outside of work, I enjoy creative writing, cycling and acting in semi-professional theatre. I am a member of Prime Thinkers (www.primethinkers.com) and the Charity Committee of the Shanghai British Chamber of Commerce. If you'd like to book an appointment please contact my colleague: jason.lu@devere-shanghai.cn

Skills
  • Investment
  • Wealth Management
  • Independent Financial Advice
  • Financial Services
  • Financial Planning
  • Sales
  • Product Development
Interests
  • Writing
  • Finance
  • Investment
  • Theatre
  • The Arts
  • Food
  • Culture
  • Travel