With 19 years of experience in the financial industry, Ms. Zhang started as an investment banker in UBS (London, Hong Kong) and Barclays Bank (London), provided multi-asset portfolio solutions and risk management for top global asset management firms, and customized investment strategies for asset managers and corporate clients. Later she moved on to setting up boutique asset manager and multi-family office as Director and CEO to better serve the clients.  Ms. Zhang graduated from the London School of Economics and Political Science (LSE), UK.

A visionary expert of multi-jurisdictional wealth solutions, Dr. Wang brings 15+ years of experience in structuring bespoke family office ecosystems across mainland China, Hong Kong and the UK. Previously, he was UBP Head of Wealth Management (China) and CEO of UBP Private Fund Management (Hainan), President of DunJi Family Office Platform, Head of Family Trust division at Chang'An International Trust Company, Assistant General Manager of HNW Client division at TaiKang Insurance Group, Director of Strategy and Corporate Development at Royal Bank of Scotland Coutts. 
Dr. Wang was one of the main architects behind the sensational innovative product 'Happiness Promise' integrating jumbo insurance solutions and high-end retirement planning in mainland China attracting over 200,000 HNW clients. He esatablished a cross-border QDLP (Qualified Domestic Limited Partner) private fund company from scratch in Hainan Free Trade Port for UBP. He also led one of the most cited '2022 Chinese Family Offices Industry Trend' report collaborated between UBP and Hurun Report. 

With 15 years of systematic investment leadership, Ms. Huang specializes in deploying machine learning-driven quantitative models across equities, derivatives, and alternative assets. Her tenure at London’s Cavendish Asset Management saw her architect AI-powered trading systems for multi-asset portfolio optimization, integrating neural network architectures with real-time market microstructure analysis.

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Currently focused on adaptive algorithms for volatility regimes, she bridges behavioral finance insights with automated execution frameworks. Ms. Huang holds an MSc in Real Estate Economics and Finance from LSE, where her research explored REIT valuation through Monte Carlo simulation techniques, complementing her Bachelor’s in Finance from Queen’s University Belfast with honors in computational financial modeling.

With 19 years of cross-asset trading expertise, Mr. Gao specializes in systematic quantitative strategies and risk-adjusted portfolio construction. His career spans senior quantitative analyst roles at Merrill Lynch Investment Bank, Mitsubishi Securities, and HSBC Investment Bank in London, where he developed algorithmic pricing models and volatility-based trading frameworks.

Upon relocating to Hong Kong, he spearheaded quantitative initiatives at China Everbright Asset Management, managing multi-strategy portfolios that consistently outperformed benchmarks through machine learning-enhanced market neutral approaches. A technical innovator in factor-based allocation, Mr. Gao holds Bachelor's and Master's degrees in Applied Mathematics, with academic focus on stochastic processes and derivative valuation methodologies.

Bringing demonstrated proficiency in quantitative finance, Mr. Wang specializes in derivatives pricing mechanisms, arbitrage strategies, and algorithmic market-making frameworks within Hong Kong's dynamic capital markets. His technical expertise spans the development of systematic trading models and risk-adjusted return optimization.

During his tenure at J.P. Morgan Chase & Co and leading proprietary trading firms, Mr. Wang managed multi-million-dollar automated trading portfolios across equities and derivatives, consistently delivering annualized returns exceeding 13% through volatility-adaptive strategies. A distinguished scholar, he earned full academic scholarships for both his Bachelor's and Master's degrees in Mathematics from The Chinese University of Hong Kong (CUHK), where he focused on stochastic calculus applications in financial modeling.