Our Team

 Charles Lin

Charles Lin

Executive Chairman

Education: Possesses an international business and management background, with long-term experience in cross-border resource integration, corporate development, and international business cooperation, focusing on organizational efficiency, strategic execution, and sustainable development.

Honors: A Swiss-Chinese entrepreneur, long active in European and Asian markets, has accumulated rich experience in cross-border cooperation, resource coordination, and project advancement. He continuously promotes international business exchanges and multi-regional cooperation, emphasizing capital, resource, and industrial synergy, and is committed to building a robust, efficient, and long-term value-driven cooperation system.

Current Responsibilities: As the Executive Chairman, I am responsible for driving the company's strategic execution and the implementation of key businesses, coordinating cross-regional resource integration, project advancement, and organizational collaboration; focusing on the company's development goals, I strengthen operational efficiency and management mechanism construction, promote efficient connection between internal and external cooperation, and help the company achieve steady development and long-term value enhancement in a complex and ever-changing international environment.

Yijie Mao

Yijie Mao

Chief Executive Officer (CEO)

Education: Background in finance and wealth management, with experience in international institutional wealth management and cross-border business, serving high-net-worth clients and family offices

Honors: Mr. Mao is an expert in capital market analysis, global market layout, and cross-border collaboration. Specialized in delivering tailored multi-currency planning and family office solutions to international clients. He has proven ability to spearhead strategic partnerships, lead the implementation of collaborative wealth management projects, and execute product launches at an industry organization level.

Current Responsibilities: As Chief Executive Officer (CEO), own overall operations and growth, setting annual strategy, budget, and KPIs and driving execution; lead wealth management product strategy and cross-border allocation solutions with an end-to-end research, risk, and compliance framework; expand HNW and institutional channels to improve client experience and long-term AUM quality; build the core team and talent system

Wensen Yang

Wensen Yang

Chief Operating Officer (COO)

Education: Background in international finance and operations management, with experience in cross-border compliance and Asia-Pacific business coordination, specializing in cross-region resource alignment and program delivery

Honors: Mr. Yang is a seasoned professional specializing in cross-border wealth management, business synergy, and regional resource integration. He possesses in-depth knowledge of multi-jurisdictional compliance frameworks, with a particular focus on the Sino-Swiss regulatory landscape and cross-border compliance requirements. With a proven track record in leading cross-border financial industry exchanges and cooperative projects, Mr. Yang has deep involvement in global wealth management and Asia-Pacific (APAC) business synergy. He excels at bridging industry organizations with cross-border teams to facilitate the successful implementation of high-level financial forums, closed-door exchanges, and strategic partnerships.

Current Responsibilities: As Chief Operating Officer (COO), own operations management and organizational efficiency, building processes, policies, and a project management system; coordinate cross-region execution across Hong Kong, Switzerland, and mainland teams, including compliance communications and resource alignment; lead end-to-end delivery of major forums and exchange programs, including vendor and budget management, onsite operations, and post-mortem improvements

David Wu

David Wu

Chief Technology Officer (CTO)

Education: Background in engineering and fintech, with experience in enterprise systems delivery and cross-border investment banking and institutional business coordination

Honors: Mr. Wu is deeply seasoned in cross-border financing and institutional business synergy, with extensive experience in inter-enterprise capital operations and project matchmaking. He has led the screening and transaction advancement of cross-border M&A and financing projects.He is proficient in Sino-Swiss corporate cooperation and capital operations. He has taken the lead in bridging cross-border M&A and financing projects, actively promoting project screening, resource matching, and transaction execution.

Current Responsibilities: As Chief Technology Officer (CTO), lead the technology roadmap and platform architecture, driving business digitization and data governance; build toolchains for M&A and financing workflows, including project management, due diligence collaboration, virtual data room, and risk/compliance tooling; ensure security, privacy, and reliability while improving delivery efficiency; integrate systems and information flows with institutional partners

Weiyun Gong

Weiyun Gong

Chief Compliance Officer (CCO)

Education: Background in legal and financial compliance, with experience in cross-border banking and trade finance compliance governance

Honors: Mr. Gong serves the Sino-Swiss cross-border financial sector, with extensive experience in cross-border banking business and compliant operations. He has spearheaded the establishment of overseas branches and the development of their operational frameworks, with a core focus on compliance practices in cross-border RMB settlement and trade finance.He is dedicated to promoting bank-enterprise cooperation, the implementation of cross-border business, and communication at the policy level. Mr. Gong plays a leading coordination role in Sino-Swiss trade finance collaboration.

Current Responsibilities: As Chief Compliance Officer (CCO), lead the compliance strategy and internal controls, overseeing policies, reviews, and risk governance; cover compliance for cross-border RMB and trade finance, including AML/KYC, sanctions, reputational risk management, and regulatory reporting; establish training, monitoring, and audit mechanisms to support innovation under controlled risk; liaise with regulators, external advisors, and partner banks to deliver compliant execution and continuous improvement

Siyuan Zhou

Siyuan Zhou

Chief Financial Officer (CFO)

Education: Background in accounting and financial management, with experience in cross-border financial compliance, budgeting, and treasury operations; familiar with multi-currency accounting and the IFRS reporting framework

Honors: Former audit and advisory manager at an international accounting firm, supporting finance and cross-border trade clients; led multi-region finance shared services and ERP rollouts to improve cost control and automation; drove financing due diligence support, tax planning, and internal control programs to strengthen reporting quality and operational transparency

Current Responsibilities: As Chief Financial Officer (CFO), lead financial strategy and the operating metrics system, establishing budgeting, forecasting, and performance analytics; oversee treasury, cash flow, and multi-currency account structures to support key programs and partnerships; manage accounting, tax, and audit to ensure compliance, reporting quality, and consistent disclosures; strengthen internal controls and risk governance in partnership with research, risk, and compliance teams to support sustainable growth; liaise with external institutions and partners on financing, due diligence, and post-investment management

Li Xin, Senior Partner

Li Xin, Senior Partner

Mainland China | 2019-05

Contribution: Having cultivated deep expertise in financial education and public welfare for many years, we have planned and implemented numerous investor education public welfare activities; we have built an integrated online and offline platform for popularizing financial knowledge, reaching over 500,000 people to date. After joining the team, I will further be responsible for client communication, content system development, and conveying investment philosophies, enhancing the team's influence in client support, brand credibility, and long-term investor education.

Jiang Sheng, Senior Partner

Jiang Sheng, Senior Partner

Mainland China | 2019-10

Contribution: With years of experience in cross-border asset management and project implementation, this individual holds a Master's degree in Civil Engineering and has led the implementation and development of multiple cross-border investment projects. They provide global asset allocation solutions for high-net-worth clients. Since joining the team, they have continuously driven the development of due diligence processes for resources and project hubs in various regions globally, constantly enhancing the team's comprehensive capabilities in cross-border asset allocation, fiduciary management, and long-term wealth transfer services. They have also made significant contributions to the establishment of hubs in multiple regions worldwide.

Zhang Lei, Senior Partner

Zhang Lei, Senior Partner

Mainland China | 2021-12

Contribution: A seasoned fintech expert, formerly the head of digital transformation at a leading securities firm; driving the construction of intelligent investment research platforms and the development of quantitative strategies, helping the team achieve digital investment decision-making and automated risk control. After joining, further improved the data platform, strategy backtesting, and portfolio monitoring systems, deeply embedding technical capabilities into daily investment research processes, significantly improving research efficiency, signal capture capabilities, and the level of proactive risk warning.

Chen Yuze, Senior Partner

Chen Yuze, Senior Partner

United Kingdom | 2022-08

Contribution: An overseas Chinese partner based in the United Kingdom, he focuses on global macro strategy, offshore fund selection, and alternative asset allocation, with long-term coverage of European rate cycles and institutional capital trends. After joining the team, he strengthened its expertise in manager research, overseas product selection, and European asset allocation, improving the firm's global portfolio construction capabilities.

Yi Hui, General Partner

Yi Hui, General Partner

Mainland China | 2020-09

Contribution: Graduated with a Master's degree from East China University of Technology, she is dedicated to leading a team to delve into internet data network analysis and providing big data architecture design and compliance review support for multiple cross-border M&A and fund establishment projects. Since joining the team, she has continuously improved domestic big data review, transaction document templates, and project review mechanisms, providing stable institutional guarantees and security support for the team's cross-border asset management, fund, and stock cooperation, as well as high-net-worth client services.

Zhang Lei, General Partner

Zhang Lei, General Partner

Mainland China | 2021-11

Contribution: Focused on client advisory support and family wealth succession needs in wealth management, she has helped refine tiered service models and long-term relationship management for HNW clients since joining, while improving communication and conversion around insurance trusts, education planning, and long-term allocation solutions. By centering on family protection, education planning, and intergenerational wealth transfer scenarios, she continues to deepen client understanding and acceptance of comprehensive wealth management solutions and strengthens the team's service depth in family asset planning.

Xu Ran, General Partner

Xu Ran, General Partner

Mainland China | 2020-10

Contribution: An expert in new energy and green technology investment, he has led investment decisions across multiple solar storage and NEV projects, with cumulative participation exceeding RMB 1.5 billion, while driving deeper ESG integration across the team. Since joining, he has continuously sourced high-quality opportunities aligned with long-term industry trends and strengthened thematic research, industry tracking, and project evaluation mechanisms, building a stable pipeline for growth-sector investing and sustainable allocation strategies.

Liu Zhe, General Partner

Liu Zhe, General Partner

Mainland China | 2021-03

Contribution: A top graduate from the Department of Political Science, Law, and Finance, with over a decade of experience in the legal field, this individual has long been dedicated to the legal department and leads a professional legal team, specializing in corporate compliance review, contract management, risk control, and intellectual property protection. Through systematic legal review and consulting services, they ensure the team operates with zero risk, compliance, and efficiency. They have built an internal compliance system to facilitate passing industry audits and safeguard the team's interests. With professional expertise to protect business and rigorous standards to safeguard the future, they create value together.

Su Wanqing, General Partner

Su Wanqing, General Partner

Australia | 2023-01

Contribution: An overseas Chinese partner based in Australia, she understands the wealth needs of Chinese families around overseas property, insurance planning, and trust-based succession, and is skilled at designing wealth solutions through a family life-cycle lens. After joining the team, she improved client engagement mechanisms and communication around cross-border protection planning, strengthening both service depth and conversion efficiency in long-term family wealth planning.

Zhao Kunyu, General Partner

Zhao Kunyu, General Partner

Mainland China | 2021-06

Contribution: Focused on macro strategy research and multi-asset allocation, he has strengthened the coordination framework across equities, fixed income, and cash management since joining the team, while delivering resilient portfolio solutions for HNW clients and family accounts with improved downside protection in volatile markets. He also contributes to monthly strategy reviews, market outlooks, and allocation recommendations, providing ongoing portfolio optimization support for the team's balanced product line and long-term capital management.

Wang Tao, General Partner

Wang Tao, General Partner

Mainland China | 2021-10

Contribution: Experienced in institutional client service and execution of asset allocation strategies, he has promoted deep collaboration between the team and banking as well as entrepreneur client segments, improving client retention and product-fit efficiency through cash flow planning, steady wealth preservation, and annual portfolio review mechanisms. After joining, he further strengthened the feedback loop from client needs to the product and research teams, enhancing service execution, client lifecycle management, and overall advisory conversion efficiency.

Luo Shuying, General Partner

Luo Shuying, General Partner

Japan | 2023-10

Contribution: An overseas Chinese partner based in Japan, she is familiar with regional Asian asset linkages, yen allocation strategies, and cross-cultural client communication, and is skilled at translating regional market research into prudent allocation advice. After joining the team, she further strengthened the firm's understanding of Northeast Asian markets, FX risk management, and service nuances for overseas Chinese clients, enriching both Asia-focused allocation and client engagement capabilities.