Boris Lo Location
- Hong Kong
Boris Lo Work
- 2023 -now Executive Director @
- 2023 -now 資深執行副總裁 @
- 2015 -now 中國註冊理財規劃師 Certified Financial Planner @ 中國註冊理財規劃師協會 Chinese Institute of Certified Financial Planners
- 2014 -2023 Senior Vice President @
- 2016 -2021 創會副會長兼秘書長 Charter Vice President and Secretary General @ 上海市徐匯海聯誼會香港分會 Shanghai Xuhui Chinese Overseas Friendship Association（Hong Kong)
- 2011 -2014 Vice President @ Haitong International Wealth Management Limited
- 2007 -2011 Supervisor @ Venhouse Financial Planning Limited
Boris Lo Education
- Napier University
BA (Hons) (Financial Services)
2004-2006 - Fanshawe College
(Financial Services)
2001-2003
Boris Lo Skills
- Wealth Management
- Investments
- Financial Services
- Portfolio Management
- Mutual Funds
- Strategic Financial Planning
- Finance
- Equities
- Financial Risk
- Credit Analysis
- Risk Management
- Financial Markets
- Hedge Funds
- Investment Strategies
- Trading
- Securities
- Risk
- Financial Planning
- Asset Management
- Retirement
- Term Life Insurance
- Health Insurance
- Insurance
- Pensions
- Savings
- Employee Benefits
- Alternative Investments
- Funding
- Mortgage
- Fixed Income
- Bonds
- Stock
- Investment Advisory
- Options
- Certified Financial Planner
- Premium Financing
- Team Building
- Team Leadership
- Team Management
- Teamwork
- Team Motivation
- oversea property
- U.S. Immigration
- Global Immigration
- Product Training
- University Recruitment
- University Metor
- Certified Financial
- See 27+see Less
- Wealth
- Strategic Financial
- Social Innovation
- Design Thinking
Boris Lo Summary
- Boris Lo, based in Hong Kong, is currently a Executive Director at Charles's Wain Group. Boris Lo brings experience from previous roles at AMG FINANCIAL GROUP, 中國註冊理財規劃師協會 Chinese Institute of Certified Financial Planners, Core Pacific-Yamaichi International (H.K.) Ltd., Hong Kong and 上海市徐匯海聯誼會香港分會 Shanghai Xuhui Chinese Overseas Friendship Association（Hong Kong). Boris Lo holds a 2004 - 2006 BA (Hons) in Financial Services @ Napier University. With a robust skill set that includes Wealth Management, Investments, Financial Services, Portfolio Management, Mutual Funds and more. Boris Lo has 1 emails on RocketReach.
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