Steven Luo work email
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Steven Luo personal email
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Dedicated and experienced private client wealth manager with strong financial product knowledges in local and global markets for over 16 years. Built up AUD150mil FUM (rev exceeds $1.5mil/year) within three years after joined Sayers Wealth in 2021. Combining wealth strategies and credit solutions for UHNW clients to meet their financial goals and objectives by using private banking platform and alternative strategies to achieve specific outcomes.
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PartnerLinara GroupSydney, Nsw, Au -
PartnerSayers Aug 2021 - PresentSydney, New South Wales, AustraliaSayers is a modern advisory and investment business founded in 2020 by a team of talented and passionate professionals and backed by Australian and US private capital. Purposefully built to be the catalyst for system change, Sayers invests in and nurtures the potential of people and technology to accelerate business progress and drive value for all.Underpinning Sayers is a core belief in a better way to do business; an approach that takes into consideration five key forces — social, environmental, cultural, governance and commercial. We believe in a new type of economy that is open, dynamic and entrepreneurial, while also being fair, locally rooted, and where everybody feels valued. We strive to not just do things better, but to do better things, setting a new and higher standard for doing business. A philosophy and an outcome that we call ‘new quo_’.AUD 150mil FUM within three years after joined Sayers Wealth in 2021. -
Senior Citigold ExecutiveCiti Jan 2021 - Aug 2021 -
Citigold ExecutiveCiti May 2010 - Dec 2020RCC winner 2011 (Regional Chairman Council) Top performing Citi gold private client relationship managers in Asia-PacificRCC winner 2012RCC winner 2013RCC winner 2015Managing HNW/UHNW client's investments. Top 30% of my clients each has over AUD 50mil investable assets in Australia.Strong referral opportunities in UHNW clients' networking.
Steven Luo Skills
Steven Luo Education Details
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Accounting And Finance -
Finance
Frequently Asked Questions about Steven Luo
What company does Steven Luo work for?
Steven Luo works for Linara Group
What is Steven Luo's role at the current company?
Steven Luo's current role is Partner.
What is Steven Luo's email address?
Steven Luo's email address is sl****@****i.co.uk
What schools did Steven Luo attend?
Steven Luo attended Macquarie University, Macquarie University.
What skills is Steven Luo known for?
Steven Luo has skills like Portfolio Management, Financial Services, Banking, Relationship Management, Investments, Finance, Risk Management, Financial Risk, Financial Planning, Retail Banking.
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Steven Luo
Australia -
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