- Professionalism Through Experience
- GIA management team is a professional team with global vision, with an average of more than 15 years of management and investment experience in multinational and local financial institutions. Not only does the management team have excellent professional background, but it has also worked for GIA for more than 10 years on average. The team has always adhered to the professional and honest service belief, promoted GIA to stride over one monument after another, and witnessed the vigorous development of Chinese wealth management industry.
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Richard Tsai
FOUNDER
Richard Tsai
Bachelor of economics, Taiwan UniversityMBA, University of Chicago, USA
Vice president of Merrill LynchVice president and chief investment officer of Taiwan China Life GroupCEO, President and chairman of China Trust and Investment Trust Co., LtdCEO, President and chairman of China Trust Investment Consulting Co., LtdVice chairman of Taiwan China Life GroupWith nearly 40 years of investment and management experience in large financial institutions -
Kevin Tsai
COO
Kevin Tsai
Bachelor of journalism, Fudan UniversityMBA, Shanghai Jiaotong University
Bain & CompanyPrudential China
AIA ChinaPing'an Insurance (Group) Company of China, LtdFubon Bank (China) Limited
With 10 years of experience in strategic planning, operation management and market management in large financial institutions -
Jender Chen
CTO
Jender Chen
Bachelor of mathematics, Tamkang University
Executive of IT department of Baohong securitiesmanager of BEIXIANG information program development projectAssociate manager of CITIC Trust IT departmentVice-president of Dongyi Information Co., LtdWith more than 30 years of experience in securities, investment trust, insurance and other financial systems development -
Patrick Wong
CIO
Patrick Wong
Bachelor of economics, Taiwan University
Taiwan Economic Journal(HK) Ltd.Taiwan International Securities CorporationDirector of GIA investment partnerExecutive of GIA research departmentWith 30 years of experience in investment and Market Research -
Nancy Lin
Vice president, Planning Center
Nancy Lin
Master of information management, Zhongyuan University, Taiwan
Manager of Kuanshang information projectSub-manager of Investco IT DepartmentProject manager of Dongyi Information Co., LtdWith more than 20 years of experience in securities, investment trust, insurance and other financial systems -
Lone Yeung
Executive vice president, global wealth services
Lone Yeung
Bachelor of engineering, University of Hong KongMaster of engineering, University of Hong Kong
Executive of global investment advisorsWith 15 years of experience in wealth management, product management, business management and compliance -
Calvin Fu
Executive vice president
Calvin Fu
Bachelor of business administration, Tamkang University, TaiwanMaster of international relations and strategy, Tamkang University, Taiwan
Chuanshan invest and trust companySTI Wealth ManagementMayfair Pacific Financial GroupWith 15 years of wealth management, product management and business management experience -
Gloria Chang
Vice president, financial management center
Gloria Chang
Bachelor of accounting, Shih Chien University
KPMG TaiwanChief financial officer, prosperity asset managementWith 20 years of accounting experience in large financial institutions -
Murray Wong
Vice president, marketing and sales management center
Murray Wong
Master of science, University of Hong KongBachelor of science, University of Portsmouth, UK
CONVOYMCL LimitedWith more than 10 years of wealth management experience, including the development and management of quantitative investment strategy, and the management of business and customer service -
Tiffany Lin
Assistant Vice President, operations and services department
Tiffany Lin
Bachelor of finance, Fudan University
Master of financial analysis, University of New South Wales (UNSW)
Fubon Bank
Assistant Vice President of GIA operations and services management
With many years of experience in operation, customer service and compliance