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Kevin XU

Kevin XU

Multiasset investment advisory

Accounting / Finance

Dublin, Dublin City

Social

Services offered

I am a seasoned multi-asset advisory specialist with eight years of experience in working with clients to help them achieve their financial goals, and I am committed to delivering exceptional service and results.

 I have strong technical skills and a proven track record of providing exceptional financial planning, asset allocation, portfolio management, and multi-asset advisory services to meet the diverse needs of my clients. 

Licensed across EU, I  have extensive knowledge of global markets, with a focus on the Asian and European markets.

 With my MBA education and my ability to identify and capitalize on market trends, I am confident that I can take my career to the next level and deliver unparalleled value to my clients. 

Financial planning
Multi-asset advisory
Portfolio management
Approximate rate: 70 € per hour

Experience

I am a seasoned multi-asset advisory specialist with eight years of experience in working with clients to help them achieve their financial goals, and I am committed to delivering exceptional service and results.

 I have strong technical skills and a proven track record of providing exceptional financial planning, asset allocation, portfolio management, and multi-asset advisory services to meet the diverse needs of my clients. 

Licensed across EU, I  have extensive knowledge of global markets, with a focus on the Asian and European markets.

 With my MBA education and my ability to identify and capitalize on market trends, I am confident that I can take my career to the next level and deliver unparalleled value to my clients. 

Education

  • MBA-Rotman School of Management-University of Toronto
  • MBA-Chinese University of Hong Kong

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