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Working Days: 10:30-17:30

Focused on Public Market Investments

Practicing long-term investment and value investment to help clients achieve long-term wealth goals

About Us

Pursue Truth, Practice Professional Investment

Senior investment research team, in-depth industry research, capturing long-term value opportunities

Meet Our Investment Team

One-stop Financial Consulting Services

Full-life-cycle wealth management, providing professional financial support for life transitions

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Our Core Investment Team

Bringing together senior industry experts with an average of 20 years of securities industry experience, deeply engaged in investment research and wealth management, with both global vision and local practice

Emma·Smith

Chief Assistant

Barbara·Stoltz

Investment Director

Monica·Adams

Analyst

Daniel·Carter

Senior Advisor

Richard·Lawson

Senior Strategist

Anna·Jones

Senior Analyst