William Xia

Founder & Chief Executive Officer

AOW Financial Planning

Profile:

William has 20 years’ experience in wealth management. He used to work for HSBC (Australia), IPAC (Hong Kong) and other well-known financial institutions. He has practiced in China, Hong Kong, Taiwan and Australia. As the founder of AOW Financial Service, William has made enormous efforts with his team in developing and promoting professional technology and tools for wealth management practitioners in China. By training and coaching tens of thousands of financial planners within the last 11years, he becomes one of the industry's leading wealth management mentors. He is always in the industry front line for his high net worth clients and provides his service for their financial decision-making process. He has profound understanding of the development trends of the global wealth management industry, as well as how it will land in China. Being the author of , he’s deeply engrossed in academic study of wealth management theories. As the Chairmen of CCPFP, he and his team has just conducted a survey on professional ecology with responses from 4597 financial planners cross the nation. The research book will be published in January 2018.

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Investments

The industry seeks new direction and regulator’s strategic leadership Regulatory deceleration and obsession with profit-only mentality taking its toll on customer care and advancement..

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