Our Team

Ms.Dong Shanping has more than 20 years of high net worth clients experience in financial services and wealth management, especially familiar with wealth management needs of high net worth clients in the Greater China region. Previously in HSBC, Shenzhen as a Sub-Branch Manager for many years, Ms. Dong also had acted as a partner in an asset management company. Ms. Dong is good in providing high net worth family and its members global asset allocation, family wealth management and inheritance package solutions services. With rich experience in strategic asset allocation, portfolio optimization, identity and tax planning, insurance protection and inheritance, she can tailor made stable wealth appreciation solutions according to customers’ needs.