Joanna joined the MY Asset Management team with nearly 10 years of experience in the financial industry, having previously worked at China Merchants Bank and various wealth management institutions.
She is well-versed in both public and private funds as well as equity investment funds, and possesses a solid and systematic foundation of professional knowledge. Her expertise lies in asset allocation and cross-border wealth succession planning.
With a client-centric approach, she integrates resources across banking, securities, insurance, and international platforms, becoming a trusted wealth management partner for client families.