Over 25 years of experience in the fields of wealth management and operations, as well as asset
management
Held managerial positions at HSBC, AIA, FTLife, and Glory Sun Financial, providing strategic analysis
and planning for the companies in marketing and team management
Graduated from York University in Canada and later obtained a Master's degree in Business
Administration from The University of Manchester in the UK
Mr. Edward Lee
Chief Executive Officer
Accumulated over 25 years of experience in the fields of wealth management and operations, and asset
management
Previously held positions as Vice President at Midland Wealth Management and Philip Financial
Advisors, Associate Director at Links Wealth Management, Chief Executive Officer and Responsible Officer
at China Rise Capital, Rifa Wealth Management, Max Victory Wealth Management and Foryou Capital Wealth
Management
Formerly served as the Chief Executive Officer at Kirin Financial Group Limited
Committed to providing each of our esteemed clients with high-quality "one-stop" wealth management
services