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Portfolio Analytics
The undefined Wealth Investment Lab is a unique team dedicated to helping you understand what really matters in your portfolio and the opportunities open to you.
As your wealth grows, the needs of your investment portfolio typically become increasingly complex.
Institutional-Caliber Analytics
Our investment process begins with our professionals gaining a full understanding of your situation and goals in order to uncover risk exposures and potential opportunities in your portfolio. We employ sophisticated, proprietary modeling techniques and tools to assess your core and opportunistic portfolios, other assets, liabilities and business interests.
Portfolio Analytics Solutions
Analysis
Risk Assessment
Analysis
Strategy Development
Analysis
Portfolio Construction
Analysis
Specialized Analysis
Expertise
Leadership
Meet Our Expert
Shu Zhang is Head of undefined Wealth Investment Lab, overseeing the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices globally. Based in New York, Shu holds an MBA from Northeastern University and the CFA designation.
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