Jessica Xu, CFA

Senior Investment Strategist

Hywin International


At Hywin International, Ms Jessica Xu serves as Senior Investment Strategist, with expertise in three areas: conducting in-depth macroeconomic research and formulating investment insights; designing diversified global investment portfolios for ultra-high-net-worth (UHNW) clients across various asset classes, including equities, fixed income, foreign exchange, structured products, funds, and alternative assets; and presenting strategic asset allocation recommendations and tactical investment ideas to External Asset Management (EAM) relationship managers and their clients. With extensive experience in multi-asset investment advisory and portfolio management, Jessica caters to the sophisticated investment needs of ultra-high-net-worth clients throughout the APAC region. Prior to joining Hywin, she held senior roles at several prestigious private banks and wealth management firms. At Rothschild Wealth Management Hong Kong. Jessica was the primary investment professional responsible for the comprehensive investment requirements of Asian clients. She then served as Senior Investment Counselor at EFG Bank, focusing on ultra-high-net-worth clients in Greater China. Earlier, Jessica was Senior Portfolio Manager at BSI Bank, deftly managing clients' Discretionary Portfolio Management mandates. Jessica's expertise, experience, and client focus make her a trusted guide for UHNW clients throughout market cycles.

The latest articles from Jessica Xu, CFA


China: Glass Half Full or Half Empty? Hywin’s Jessica Xu Offers Her Perspectives Jessica Xu, CFA, Senior Investment Strategist at Hywin International in Hong Kong, is, amongst other areas of expertise, a keen China watcher, as that is Hywin’s home base and where so many of their private clients come from. She participated as an expert speaker during a panel discussion in mid-Sep....

The latest events from Jessica Xu, CFA