我們的顧問
OUR ADIVISOR
Yi Chun Su
Yi Chun Su has twenty-three years of working experience In the international financial market industry across Taiwan and Hong Kong. Julia offers expert knowledge in interpreting markets and business opportunities, advanced abilities in forward-looking trends, and proficiency in managing client relationships, experience in driving and executing Global Market and Banking, Wealth Management Business Strategies toward institutional clients. Julia is currently working in one of the Taiwanese financial holding companies and heading the financial market marketing department. Before that, she worked as Director, Head of Financial Institution Group, and SVP, Head of Wealth Solution Group, in HSBC Bank Taiwan, VP, Financial Institutions Sales of Credit Suisse Hong Kong since 2004. Julia received her MBA from the National Chiao Tung University in 1999 and a Diploma of Global Finance from Credit Suisse/Chinese University Hong Kong in 2009. Born and raised in Taiwan, Julia is fluent in Mandarin, Taiwanese, and English, and a beginner in French. In her free time, she enjoys various outdoor activities, such as Golf, boxing, body combat, marathon, hot yoga, Jackie cycle and also, she is good at Oil painting, and artist designing and has been the POP poster trainer at Fu-Jen Catholic University. Julia currently resides in Taipei City with her daughter and her puppy son-bichon frise.
Maggie Chen
Maggie Chen has been engaging with fundamental and advanced financial markets for more than 25 years. Most of the time she follows the trends of global markets in equities, fixed income, foreign exchange, mutual funds, and also exotic derivatives nearly 24-7 from both Hong Kong and Taipei. During 1998-2005, she worked as an equity capital market officer to promote convertible bonds issuance and trading and its associated derivatives. From 2005-2010, she successfully developed a high net worth customer business for Industrial Bank Taiwan Securities Asia. She received an EMBA degree from Tulane University, New Orleans, USA. A humble personality and precise mind are her prime beliefs in success which needs cultivation from physical to persevere training in her Yoga, Pilates, and Boxing. The work life balance is crucial and a must for her, by enjoying learning the jewels, wines, and gorgeous cuisines. Maggie is currently a Responsible Officer and Sales manager at the Wealth Management Department of Capital Global Management under First Holding Company in Hong Kong, and she will start her next leadership chapter by running a Family office business in the Singapore market in 2023.
GiGi Yun
GiGi Yun focuses on providing complex, holistic cross-border wealth management solutions for ultra-high net worth individuals and families who live in Asia, the United States or a combination of both. GiGi Yun’s primary focus is on helping her clients develop highly customized pre-liquidity planning solutions, monetization strategies, asset management strategies, wealth transfer strategies and plans to achieve their philanthropic goals. She has ranked among the top 20 of Barron’s Top 100 Women Financial Advisors since 2011, and as a top 10 Women Financial Advisor in more recent years. Gillian has also been recognized as one of Barron’s Top 100 Financial Advisors in 2019, 2020, 2021, and 2022, 2023 , as well as Forbes’ Top 200 America’s Women Financial Advisors in the same years. Within these lists, Gillian is amongst one of the few Mandarin-speaking Asian female advisors with extensive crossborder wealth management experience. Gillian received her MBA from the University of California, Berkeley, in 2001. Born and raised in Taiwan, Gillian is fluent in Mandarin, Taiwanese and English. In her free time, she enjoys cooking and playing the piano, both of which require the same discipline and care she applies to catering to her clients’ needs. Her favorite composers include Chopin, Godowsky and Rachmaninoff. Gillian currently resides in the Bay Area with her husband and her son.