Grace J Email & Phone Number

中国 北京市

Assist the Dean, who is also Executive Vice Dean of Schwarzman College, Tsinghua University to operate IWMI, the flagship project of Beijing as a global wealth management center. Board members of the IWMI includes global director of Credit Suisse Group, head of Asia Pacific of Julius Baer Group and Principal of a well-known Chinese familyIn charge of strategic development of IWMI, setting academic standards in family office field, and operating guidelines for the Alumni group. Provide advice to IWMI participants, which include 50+ China’s billionaire families for setting up their single family offices. Host events and forums for wealth management industry leaders and non-profit sector leaders, discussing industry consensus and standards, striving for government support.Leveraging resources at Schwarzman College, communicate and cooperate with global families and international institutions like Harvard, and Lausanne Academy, Switzerland.

中国 北京市 朝阳区

2020-2022, Private Wealth Management, China Renaissance, Head of Family OfficeServing key clients from investment banking and fund team at China Renaissance in succession planning and designing investment portfolios for them including hedge fund, PE funds and direct investments both onshore and offshore

Beijing, Shanghai, Shenzhen

2013-2020，Private Banking Department, China Minsheng Bank Head Office Person-in-charge of the Family Office As a founding member to set up the Family Office Division for the Head office of China Minsheng Bank (CMBC); provided comprehensive succession planning and asset allocation plan for hundreds of clients; Helping clients go through scenario analysis and prepare for different situations and challenges.Established from scratch the Family Trust business in CMBC. As a key team member to win the “Asia Money Best Family Office in China Awards” for 2 consecutive years.

Beijing

Beijing

Beijing

Master, Finance

Bachelor, Economics

St John'S College, Entrepreneurship And Leadership Seminar

The main topics of ELS include: Finance Invsetment and Venture Capital Entrepreneurship and leardership Marketing- Stratergy and Practice.