Jie Zhang

Ms. Jie Zhang, CFA, is Senior Equity Investment Manager at Signia Wealth Ltd.
She joined Signia in 2013 as a Senior Analyst and her key responsibility is Signia’s equity fund selection.
She manages the current equity funds approved list, providing fund buy/sell and model portfolio construction recommendations and maintains the ongoing due diligence.
She also covers alternative asset classes.
Prior to Signia, Ms. Zhang spent almost 4 years at Morningstar in China, focusing on fund analysis in China and US markets.
She was also responsible for global fund industry research and provided consultancy to Chinese financial regulatory authorities and local asset management firms.
Prior to joining Morningstar, she worked at China Everbright Bank.
Ms. Zhang received her MSc in Money, Banking and Finance from Lancaster University.
She is a CFA Charterholder, an active volunteer for CFA Institute, Chartered MSCI and is Member of Signia Fund Selection Committee.