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Private BankingComprehensive Wealth Management SpecialtyHome
Present position
l Managing Director of Beijing Ai Private Bank Wealth Management Consulting***.
l Chairman of the High-tech Industry Branch of China Private Science and Technology Industrialists Association.
l A Chinese partner of a top international private bank.
l Co-partner of a ** management company.
Social position
l Financial expert of Tsinghua Big Data Industry Federation.
l Financial expert of Zhongguancun Big Data Industry Alliance.
Research Interests:
l Expert in family wealth preservation and inheritance.
l Global asset allocation expert.
Work experience
l Former Vice President of the China Chapter of the American Academy of Financial Management.
l Worked at the School of Economics and Management, Tsinghua University.
l 21 years of experience in financial investment.
l Proposer of the investment pendulum theory.
l Founder of the concept of comprehensive wealth management.
Areas of focus
l Wealth management, private banking, asset management.
Core Curriculum
A series of customer event themes
l "Follow the national policy to be a wealth leader".
l "Looking at the Big Picture, Discussing Wealth - 2023 Wealth Management Strategy Report Conference".
l Wealth Management in the Era of Big Taxes
l "Family Wealth Preservation and Inheritance Strategy after the 20th National Congress of the Communist Party of China".
l Private Wealth Management Strategy under the Fourth Phase of the Golden Tax
Professional Competence Enhancement Series
l "High-end customer maintenance and psychological analysis", 2023
l "Asset Allocation Practical Ability Improvement" 2023
l Macroeconomic and Financial Situation and Wealth Management Marketing, 2023
l "Marketing Logic of Family Trust, Insurance Trust and Large Insurance Policy".
l Real Estate Investment Analysis Framework and Investment Strategy, 2023
l *Investment Analysis Framework and Investment Strategy, 2023
l "Marketing under the General Trend of Capital Market" 2023
Customer Relations & Conversations Series
l "The Rich and Feng Shui" 2023
l The Rich and the Faith, 2023
l "The Rich and the Healthy".
l "The Rich and the Tea".
l "The Rich and the Incense" 2023
l "The Rich and the Art" 2023
l "The Rich and Their Children's Education", 2023