Experience

Value Partners Group

• Hong Kong
• Investment Management
• 1 - 100 Employee

• Managing Director

  • Apr 2021 - Present



Vanguard Investment Advisors (Shanghai) Investment Consultancy Company Limited

• Financial Services
• 1 - 100 Employee

• Chief Marketing Officer and Head of Investor Advisory Service

  • Jun 2019 - Apr 2021

  Vanguard Investment Advisors (Shanghai) Investment Consultancy Co. Ltd (先锋领航投顾) is a joint venture between Ant Financial and Vanguard. It is the first independent fund investment advisor approved under a pilot license program by CSRC. Led the Company set up, license application, product design and service launch. Besides existing business development role at Ant Financial, concurrently heads PR/marketing, investor advisory and board of directors' office functions at the joint venture.



Ant Group

• China
• Technology, Information and Internet
• 700 & Above Employee

• Business Development and Strategic Partnerships Director, International Wealth Management

  • Dec 2017 - Apr 2021

  • Develop and maintain relationships with global financial institutions to drive strategic collaborations and business partnerships• Form and execute strategy and roadmap for digital wealth management operations in overseas countries where Ant Financial’s payment partners operate in• Drive innovation and inorganic growth opportunities via overseas investments, greenfield ventures, strategic partnerships etc.



Zheng He Capital Management Limited

• Financial Services
• 1 - 100 Employee

• Vice President

  • Nov 2015 - Dec 2017

  Private equity firm founded by 20-year Goldman Sachs veteran specializes in high impact strategic investments with a focus in TMT, healthcare and fintech sectors in ChinaDirect report to Chairman with responsibilities across full PE cycle: fund raising, deal execution and post-deal management and monetizationSelected transactions:• Lead investor for Chinese online wealth manager, Lufax’s US$1.2bn Series B financing• Lead investor for Chinese online health platform, Ping An Healthcare and Technology’s US$500m Series A financing and its pre-IPO investment and restructuring



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Investment Banking Associate

  • Sep 2014 - Nov 2015

  Natural Resources / Energy Team



Barclays Investment Bank

• Investment Banking Associate

  • Jun 2013 - Jun 2014

  Natural Resources / Energy Team

• Investment Banking Analyst

  • Jun 2010 - Jun 2013

  Mergers and Acquisitions / Corporate Finance TeamWide range of deal execution and origination experience, including buy-side and sell-side M&As equity and debt financings (IPOs, high yield bonds, term loans etc.), in a variety of industries and sectors including oil & gas, healthcare, chemical, solar, internet, aviation and power & utilities• Performed financial / valuation analysis including DCF, accretion / dilution, comparable trading and precedent transactions analysis• Conducted industry research and prepared presentations and marketing materials for clients• Drafted prospectuses for financings, transaction documents for M&As and performed business and financial due diligence