About
- Registered Portfolio Manager (OSC registration).
- Bringing sophisticated investment management to ultra high net worth families for wealth protection and wealth growth.
- Rigorous institutional-quality due diligence process on investment managers.
- Over 18 years of investment experience across all asset classes including traditional equities, fixed income, private equity, private credit, mortgages, hedge funds, and real assets.
- Native speaker of Mandarin.
Activity
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Looking forward to a great panel discussion at TIDE SPARK
Looking forward to a great panel discussion at TIDE SPARK
Liked by Vianne Xu, CFA, CFP
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Honored to have joined the 18th Women in FICC Industry Forum as a panelist for the leverage finance discussion, along with the incredible Flora…
Honored to have joined the 18th Women in FICC Industry Forum as a panelist for the leverage finance discussion, along with the incredible Flora…
Liked by Vianne Xu, CFA, CFP
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Discover why fixed-income investments are back on the rise and how they can benefit your portfolio. Explore the strategies and insights shared by…
Discover why fixed-income investments are back on the rise and how they can benefit your portfolio. Explore the strategies and insights shared by…
Liked by Vianne Xu, CFA, CFP
Experience
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Education
Licenses & Certifications
Languages
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English
Full professional proficiency
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Chinese
Native or bilingual proficiency
Organizations
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Toronto CFA Society
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More activity by Vianne
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166 family offices, 72% with more than $1 billion. 49% have an in-house investment team, 44% hybrid and 7% outsource their investment team. he top…
166 family offices, 72% with more than $1 billion. 49% have an in-house investment team, 44% hybrid and 7% outsource their investment team. he top…
Liked by Vianne Xu, CFA, CFP
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Fantastic exchange of ideas and information at this week’s Crescent Capital Group LP Partners conference. Wonderful to spend time with many…
Fantastic exchange of ideas and information at this week’s Crescent Capital Group LP Partners conference. Wonderful to spend time with many…
Liked by Vianne Xu, CFA, CFP
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What an event to have attended at the STEP Private Client Awards in London, UK 🤵 . I have met many great professionals in the field in UK and was…
What an event to have attended at the STEP Private Client Awards in London, UK 🤵 . I have met many great professionals in the field in UK and was…
Liked by Vianne Xu, CFA, CFP
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Great discussions and education at the International Foundation of Employee Benefit Plans (IFEBP) 56th Annual Canadian Benefits Conference in…
Great discussions and education at the International Foundation of Employee Benefit Plans (IFEBP) 56th Annual Canadian Benefits Conference in…
Liked by Vianne Xu, CFA, CFP
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