Xavqel · Administrative Assistant
Experience in global asset allocation, portfolio management and wealth planning — now supporting Xavqel’s AI investment tools through administration and operations.
Manage wealth with wisdom; create the future with vision.
Sabedoria para investir, visão para crescer.
01 — Story
Hong Kong
My career began in Hong Kong’s financial market, where I mainly served international families, high-net-worth individuals and cross-border investment clients, building extensive global wealth management experience.
Understanding different market environments, investment needs and cross-border financial planning gradually shaped my international perspective on asset management for global investors.
United States
I worked at a private family office in the United States, focusing on global asset allocation, portfolio management and wealth planning strategy.
Based on macroeconomic trends, the global market environment and each client’s long-term wealth goals, I built diversified portfolios aligned with their investment philosophy and risk preferences — always placing personalised needs and long-term preservation and growth of assets at the heart of every decision.
2021 – Present
To further strengthen my expertise in global finance, I returned to develop my career in the United States and joined Xavqel in 2021 as Administrative Assistant.
Drawing on my earlier financial experience, I mainly help the team with day-to-day administrative coordination, organising materials, communication and operational support related to AI investment tools.
02 — Expertise
Portfolio management
Constructing portfolios that reflect macroeconomic trends, the global market environment and each client’s long-term wealth objectives, matched to their investment philosophy and risk appetite.
Fixed income
Providing comprehensive data support and risk assessment for investment decisions.
Wealth planning
Experience serving international families, high-net-worth individuals and cross-border investors across different markets.
At Xavqel
03 — Credentials
Upholding the highest standards of professionalism and integrity in the investment industry.
Previously served as an investment adviser regulated by the Securities and Futures Commission of Hong Kong.
Holds relevant financial professional qualifications in both the United States and Hong Kong.
“Guided by professionalism, integrity and a client-first approach, I am committed — through rigorous research and a long-term value investing philosophy — to helping users understand financial information, conduct investment research and recognise market risk.”
Manage wealth with wisdom; create the future with vision.
Every investment is a step toward a better future self.
Sabedoria para investir, visão para crescer.