Steven Luo

Steven Luo Email and Phone Number

Partner @ Linara Group
Sydney, NSW, AU
Steven Luo's Location
Greater Sydney Area, Australia
Steven Luo's Contact Details

Steven Luo work email

Steven Luo personal email

About Steven Luo

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.

Steven Luo's Current Company Details
Linara Group

Linara Group

View
Partner
Sydney, NSW, AU
Website:
linara.group
Employees:
13
Steven Luo Work Experience Details
  • Linara Group
    Partner
    Linara Group
    Sydney, Nsw, Au
  • Sayers
    Partner
    Sayers Aug 2021 - Present
    Sydney, New South Wales, Australia
    Sayers 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.
  • Citi
    Senior Citigold Executive
    Citi Jan 2021 - Aug 2021
  • Citi
    Citigold Executive
    Citi May 2010 - Dec 2020
    RCC 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

Portfolio Management Financial Services Banking Relationship Management Investments Finance Risk Management Financial Risk Financial Planning Retail Banking

Steven Luo Education Details

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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