Xia Wang,

CFA

 

Xia Wang is the co-founder of the firm and is the Chief Investment Officer. Xia is a highly skilled investment advisor and portfolio manager with extensive experience in the UK’s wealth management industry. She was a Senior Investment Manager and Head of Research at Barnett Waddingham, one of the UK’s largest investment and pension consultancy firms. Her clients include High-Net-Worth individuals, primarily business owners and financial executives, as well as pension funds and trusts. Xia’s professionalism and diligence are highly regarded by her clients, and as a result, she was able to serve them for many years, including the period of global financial crisis in 2008/2009. Xia holds an MSc degree in finance and investments from Durham University.

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