Kevin XU
Services provided: Financial Planners , Wealth coaching , Financial Planning Consultants
About Kevin XU:
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.
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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