Audrey Wang Lo
Founder at ALPS Advisory (HK) Ltd.
Profile
Audrey Wang Lo has founded ALPS Advisory (HK) Ltd.
in 2003, where she currently holds the title of Director.
She was also the Chairman & Managing Director at Julius Baer Investment Advisory (Asia) Ltd.
Ms. Wang Lo was an Independent Non-Executive Director at Global Brands Group Holding Ltd.
from 2014 to 2022.
Ms. Wang Lo received her undergraduate degree from the University of Alberta in 1976.
Audrey Wang Lo active positions
| Companies | Position | Start |
|---|---|---|
ALPS Advisory (HK) Ltd.
 ALPS Advisory (HK) Ltd. Investment ManagersFinance ALPS Advisory (HK) Ltd. is an independent wealth advisory firm based in Hong Kong, Hong Kong. ALPS leverages its experience and extensive relationships in the banking and investment sectors to meet the long-term customized needs of private investors, families, and family foundations. The Chinese company offers objective and independent advice, an open architecture platform, a transparent fee structure, a comprehensive view of investments with consolidated bank statements, an experienced advisory team, and high touch, customized service from dedicated client advisers. ALPS provides investment management options such as discretionary portfolio management and advisory investment services. The private company's investment process includes a client-driven approach, identification of client needs, risk profile, return and cash flow objectives, asset allocation decision, manager selection, implementation of the investment plan, and monitoring performance and risk on manager and total portfolio levels. ALPS also offers solutions such as the ALPS Segregated Portfolio, the ALPS Private Markets Portfolio, and the ALPS Venture Capital Portfolio. The company was founded by Audrey Wang Lo and has been in operation since 2003. | Founder | 2002-12-31 |
Former positions of Audrey Wang Lo
| Companies | Position | End |
|---|---|---|
| GLOBAL BRANDS GROUP HOLDING LIMITED | Director/Board Member | 2022-06-30 |
| Julius Baer Investment Advisory (Asia) Ltd. | Chief Executive Officer | 2002-12-31 |
Training of Audrey Wang Lo
| University of Alberta | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| GLOBAL BRANDS GROUP HOLDING LIMITED | Consumer Non-Durables |
| Private companies | 2 |
|---|---|
| Julius Baer Investment Advisory (Asia) Ltd. | |
ALPS Advisory (HK) Ltd.
ALPS Advisory (HK) Ltd. Investment ManagersFinance ALPS Advisory (HK) Ltd. is an independent wealth advisory firm based in Hong Kong, Hong Kong. ALPS leverages its experience and extensive relationships in the banking and investment sectors to meet the long-term customized needs of private investors, families, and family foundations. The Chinese company offers objective and independent advice, an open architecture platform, a transparent fee structure, a comprehensive view of investments with consolidated bank statements, an experienced advisory team, and high touch, customized service from dedicated client advisers. ALPS provides investment management options such as discretionary portfolio management and advisory investment services. The private company's investment process includes a client-driven approach, identification of client needs, risk profile, return and cash flow objectives, asset allocation decision, manager selection, implementation of the investment plan, and monitoring performance and risk on manager and total portfolio levels. ALPS also offers solutions such as the ALPS Segregated Portfolio, the ALPS Private Markets Portfolio, and the ALPS Venture Capital Portfolio. The company was founded by Audrey Wang Lo and has been in operation since 2003. | Finance |
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