Experienced in private wealth management and global partnerships, Edward built strategic relationships with leading organisations including Impact Square, IMC Pan Asia Alliance, LPS and China Merchants Bank. As Head of Global Partnerships and Group Senior Advisor on PWM at LehmanBush, he co-led the 2023 LPS World Luxury Properties Expo, attracting over 6,000 attendees. At YouMy Family Office, Edward launched the Wealth Management Division, achieving 30M RMB in AUM and organising high-impact events.
His earlier roles at HSBC, Credit Ease (HeritVest) and China Merchants Securities reflect a strong track record in client development, investment advisory and cross-sector collaboration. Edward coached students in national financial literacy competitions and led initiatives with chambers of commerce and international expos. My approach blends strategic thinking, relationship-building and a passion for empowering clients through tailored financial solutions.