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Hanna Wang, CFA

Senior Advisor

Hanna Wang, CFA, is a Senior Advisor to  Arcis Capital Partners and its affiliates.  She is based in Shanghai, China.

Hanna is also the Managing Partner of HuaYu family office investments where she has participated in over U$300M of cross-border investment transactions. 

Previously, she worked at UBS private bank as a Director both in Canada and China overseeing wealth management for family offices and high net wealth individuals. Prior to that, she worked with RBC Dominion Securities as an investment advisor.

Hanna  is a seasoned investment and wealth management professional with strong analytical, risk management and portfolio management skills.  Hanna has comprehensive experience in investment, private banking, financial planning and business development.

Hanna received her undergraduate in Economics and Management from Sichuan University in China,  an MBA in Finance from McMaster University in Canada, and then became a CFA charter holder in 2007.

 
 

The Core Team

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