top of page

Jennifer Yu, CFA

Consultant, Asia Pacific

Consultant to Swiss Office

Jennifer has over twenty years of experience in managing both private clients and institutional investment assets. Having started her career as an US equity analyst for Scotia Bank in Toronto, she subsequently moved to Private Banking and has spent the last 15 years advising and managing HNW clients in London (Societe Generale Private Bank, UBS, and Barclays Private Bank) in senior roles. Jennifer obtained an MBA in Finance from McMaster University in Canada and has been a CFA charter holder since 1998. As a native Chinese Mandarin speaker, she has been focusing on advising Chinese clients in the recent years.

bottom of page