Nancy Liao personal email
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AB Wealth Management高富金融集团是一家立足于香港、服务全亚洲、以B2B为主要商业模式的财富管理公司。旗下有三大业务板块:保险,海外信托和私人银行业务(External Asset Management EAM)。随着国内财富管理行业的发展,很多客户都有了海外配置的需求,保险合作伙伴有两种:1.中小型财富管理公司的海外保险业务量不足以支撑在香港设立一个自己的经纪人公司,通过和我们的合作,他们客户的海外配置需求得以满足。2. 在各个金融机构工作的理财师,他们在职的单位有或者是没有提供这方面的产品,通过和我们合作,他们能够更好的满足客户这方面的需求。海外信托的合作伙伴主要是各个财富管理公司,他们通过对我们产品的尽调、过会和我们建立起长久的合作关系,为他们的客户进行海外资产保全,传承。EAM(私人银行业务)主要和拥有高净值客户的家族办公室以及私行理财师合作,带客户到与我们签约的十多家海外私人银行去开户,借助这些私人银行的平台为客户进行私人财富管理。https://www.athenabest.com/tc/home.html
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Marketing DirectorAthena Best Financial Group Mar 2012 - PresentHong Kong -
Relationship ManagerIcbc Asia Sep 2010 - Jun 2011Built a portfolio of clients.Managed client portfolios -
Senior ManagerJpm Asset Management Jun 2007 - Dec 2008
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Chief Representative For ChinaAllianz Global Investors 2005 - 2007
Nancy Liao Skills
Nancy Liao Education Details
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Finance
Frequently Asked Questions about Nancy Liao
What company does Nancy Liao work for?
Nancy Liao works for Athena Best Financial Group
What is Nancy Liao's role at the current company?
Nancy Liao's current role is Marketing Director.
What is Nancy Liao's email address?
Nancy Liao's email address is na****@****ail.com
What schools did Nancy Liao attend?
Nancy Liao attended The University Of Calgary.
What skills is Nancy Liao known for?
Nancy Liao has skills like Asset Management, Wealth Management, Financial Services, Strategy, Leadership.
Not the Nancy Liao you were looking for?
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Nancy Liao
Executive Director At Yale Law School Center For The Study Of Corporate LawNew Haven, Ct1post.harvard.edu -
Nancy Liao
San Francisco Bay Area -
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