Lawrence Yang

Lawrence Yang Email and Phone Number

Director of Investment and Estate Planning / Partner at Vision & Wisdom Family Office @
Lawrence Yang's Location
Shanghai, China, China
Lawrence Yang's Contact Details

Lawrence Yang personal email

n/a
About Lawrence Yang

Experienced Business Banking Manager with a demonstrated history of working in banking and consulting industries. Skilled in Private Banking, Market Research, Mutual Funds, Offshore Trusts, Estate Planning and Financial Services.

Lawrence Yang's Current Company Details
Vision & Wisdom Family Office

Vision & Wisdom Family Office

Director of Investment and Estate Planning / Partner at Vision & Wisdom Family Office
Lawrence Yang Work Experience Details
  • Vision & Wisdom Family Office
    Director Of Investment And Estate Planning / Partner
    Vision & Wisdom Family Office Jul 2016 - Present
    Shanghai, China
    Offshore structure, corporate services, investment management, estate planning, insurance, education, health management, taxation, wealth management training. I’m currently a STEP Affiliate (272117) and my pursuit of Full Member is ongoing.
  • Industrial And Commercial Bank Of China
    Manager, Overseas Business Division, Private Banking
    Industrial And Commercial Bank Of China May 2014 - Jun 2016
    Shanghai City, China
    QFII/RQFII products, offshore investment/financing/insurance/real estate, asset allocation, client visiting with RMs, seminars and other services for PB centers/clients. Areas of responsibility include 12 provinces/cities in China and Europe, USA, Canada, HK, Macau, Australia, Singapore, Dubai and Argentina.
    View
  • San Win Consulting Co. Ltd. (Shanghai, China)
    Financial Trainer
    San Win Consulting Co. Ltd. (Shanghai, China) May 2011 - Aug 2013
    I am responsible for training China Merchants Bank’s “Sunflower” (since July 2011) and Private Banking (since April 2012) client managers in Beijing area.
  • Shin Kong Investment Trust (Taiwan)
    Fund Manager
    Shin Kong Investment Trust (Taiwan) Aug 2008 - Feb 2011
    Global research, Management of Shin Kong Global Top Fund (FOF), presentation for channels and high net wealth clients, and relevant issues of Master Agent of Offshore Funds and Foreign Mandate of Government Funds
  • Taipei Fubon Bank（Taiwan）
    Senior Client Manager
    Taipei Fubon Bank（Taiwan） May 2005 - Jul 2008
    Management of client relationship, Investment consulting and Sales of financial products
  • Taiwan International Securities（Taiwan）
    Overseas Analyst
    Taiwan International Securities（Taiwan） Mar 1999 - Mar 2005
    Taipei
    Financial Derivatives, ECB arbitrage, daily/weekly reports on the US, Japan and S. Korea, Maintenance of Bloomberg database, Depository and custody of overseas (HK & USA) share certificates

Lawrence Yang Skills

Fund Management Wealth Management Consulting Global Investment Research Investments Portfolio Management Equities Trading Financial Modeling Bloomberg Financial Analysis Capital Markets Fixed Income Banking Financial Services Market Research Mandarin Fx Options Market Analysis Management Consulting Economics Business Analysis Emerging Markets Management Crm Insurance Financial Markets Executive Search Financial Literacy Training Private Banking Mutual Funds Valuation

Lawrence Yang Education Details

  • University Of Wales, Cardiff, Wales, Uk
    University Of Wales, Cardiff, Wales, Uk
    Business Administration
  • University Of Strathclyde, Scotland, Uk
    University Of Strathclyde, Scotland, Uk
    International Marketing

Frequently Asked Questions about Lawrence Yang

What company does Lawrence Yang work for?

Lawrence Yang works for Vision & Wisdom Family Office

What is Lawrence Yang's role at the current company?

Lawrence Yang's current role is Director of Investment and Estate Planning / Partner at Vision & Wisdom Family Office.

What is Lawrence Yang's email address?

Lawrence Yang's email address is la****@****.com.cn

What schools did Lawrence Yang attend?

Lawrence Yang attended University Of Wales, Cardiff, Wales, Uk, University Of Strathclyde, Scotland, Uk.

What skills is Lawrence Yang known for?

Lawrence Yang has skills like Fund Management, Wealth Management Consulting, Global Investment Research, Investments, Portfolio Management, Equities, Trading, Financial Modeling, Bloomberg, Financial Analysis, Capital Markets, Fixed Income.

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