Finance & Investment · Shanghai, China

Finance & Investment Experts in Shanghai, China

Browse 69 verified Finance & Investment professionals based in Shanghai, China on Prezlo.

Finance & Investment📍 Shanghai, China
1–30 of 69 experts
📍 Near me first
If you're looking for a verified and licensed Finance & Investment expert in Shanghai, China, these trusted professionals are a strong starting point. Their specialties include Expat Financial Planning, Retirement and Pension Solutions, Investment Strategy Development and Market Analysis. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Ian Bell

Ian Bell

Tailored Wealth Strategies for Expats in Shanghai's Dynamic Market

Finance & Investment 📍 Shanghai, China
Expat Financial PlanningRetirement and Pension SolutionsInvestment Portfolio Management
Kaori Wakida

Kaori Wakida

Strategic Investment Consultant Driving Growth in Shanghai's Financial Landscape

Finance & Investment 📍 Shanghai, China
Investment Strategy DevelopmentMarket AnalysisRisk Management
Han Shen Lin

Han Shen Lin

Financial Education | Shanghai

Finance & Investment 📍 Shanghai, China
Financial EducationInvestment Strategy DevelopmentCross-Cultural Financial Consulting
Xiaohan Bai

Xiaohan Bai

Aspiring Finance Professional with Investment Analysis Expertise

Finance & Investment 📍 Shanghai, China
Private EquityInvestment AnalysisFinancial Modeling
Alexandre Beaudoux

Alexandre Beaudoux

Finance & Investment professional in Investment Portfolio Management

Finance & Investment 📍 Shanghai, China
Investment Portfolio ManagementFinancial Planning for ExpatsBusiness Development Strategies
Xin(Cynthia) Guo

Xin(Cynthia) Guo

Aspiring Quantitative Analyst Specializing in Asset Management Strategies

Finance & Investment 📍 Shanghai, China
Quantitative AnalysisRisk ManagementInvestment Strategies
LUO Fanhuan

LUO Fanhuan

Insightful Analyst Specializing in TMT Equity Research

Finance & Investment 📍 Shanghai, China
Equity ResearchTechnology Sector AnalysisMedia Industry Insights
XinWei Geng

XinWei Geng

Insurance Brokerage | Investment Strategies

Finance & Investment 📍 Shanghai, China
Insurance BrokerageInvestment StrategiesRisk Management
Steven WANG

Steven WANG

Family Wealth Management practitioner | Investment Strategy Development

Finance & Investment 📍 Shanghai, China
Family Wealth ManagementInvestment Strategy DevelopmentTax Optimization
Yuening Wang

Yuening Wang

Saas Fundraising Strategies specialist in Shanghai

Finance & Investment 📍 Shanghai, China
SaaS Fundraising StrategiesMarket Analysis in FinanceHuman Development in Investment
Joanna Zhou

Joanna Zhou

Investment Consulting practitioner | Portfolio Management

Finance & Investment 📍 Shanghai, China
Investment ConsultingPortfolio ManagementRisk Assessment
Ted Shen

Ted Shen

Expert Guidance for Expatriates Navigating Asia's Financial Landscape

Finance & Investment 📍 Shanghai, China
Expat Financial PlanningInvestment Strategies for ExpatsTax Optimization for Foreign Nationals
Lu Tan

Lu Tan

Strategic Investment Insights for Sustainable Growth in Asia

Finance & Investment 📍 Shanghai, China
Private EquityVenture CapitalMarket Analysis
Shuyang W.

Shuyang W.

Investment Strategy — Risk Management

Finance & Investment 📍 Shanghai, China
Investment StrategyRisk ManagementFinancial Analysis
CWM Shah Khushi

CWM Shah Khushi

Wealth Management | Portfolio Diversification | Investment Strategy Development

Finance & Investment 📍 Shanghai, China
Wealth ManagementPortfolio DiversificationInvestment Strategy Development
Liya Wang

Liya Wang

Finance & Investment | Hedge Fund Management

Finance & Investment 📍 Shanghai, China
Hedge Fund ManagementFund OperationsInvestment Strategy
Kunruen Chi

Kunruen Chi

Strategic Investor Bridging A Shares and US Equity Markets

Finance & Investment 📍 Shanghai, China
Equity ResearchFund ManagementAlternative Investments
Ning Jia

Ning Jia

Strategic Value Investor Driving Growth at Shanghai Pumeng Asset Management

Finance & Investment 📍 Shanghai, China
Value InvestingPortfolio ManagementRisk Assessment
Deanna Lin

Deanna Lin

Finance & Investment | Wealth Management Technology

Finance & Investment 📍 Shanghai, China
Wealth Management TechnologyFinancial Systems ArchitectureInvestment Platform Development
Yujun Fang

Yujun Fang

Private Equity Investment: Financial Analysis

Finance & Investment 📍 Shanghai, China
Private Equity InvestmentFinancial AnalysisPortfolio Management
JiPing Zeng

JiPing Zeng

Shanghai-based Financial Analysis specialist

Finance & Investment 📍 Shanghai, China
Financial AnalysisInvestment Strategy DevelopmentMarket Research
Ming Zheng

Ming Zheng

Tailored Wealth Strategies for Shanghai's Dynamic Investors

Finance & Investment 📍 Shanghai, China
Investment Portfolio ManagementTax Optimization StrategiesRetirement Planning
Jing Wee Lim

Jing Wee Lim

Investment Strategy Development — Risk Assessment And Management

Finance & Investment 📍 Shanghai, China
Investment Strategy DevelopmentRisk Assessment and ManagementPortfolio Diversification
Shanshan Chen

Shanshan Chen

Corporate Financial Advisory | Shanghai

Finance & Investment 📍 Shanghai, China
Corporate Financial AdvisoryInvestment Strategy DevelopmentRisk Management Solutions
Bryan Aw

Bryan Aw

Wealth Management professional in Shanghai

Finance & Investment 📍 Shanghai, China
Wealth ManagementInvestment StrategiesRetirement Planning
Mengxi Yu

Mengxi Yu

Finance & Investment | Equity Research

Finance & Investment 📍 Shanghai, China
Equity ResearchPortfolio ManagementRisk Assessment
Zhenxiang S.

Zhenxiang S.

Mergers And Acquisitions | Financial Due Diligence | Corporate Strategy Development

Finance & Investment 📍 Shanghai, China
Mergers and AcquisitionsFinancial Due DiligenceCorporate Strategy Development
Hong He

Hong He

Financial Planning professional in Shanghai

Finance & Investment 📍 Shanghai, China
Financial PlanningInvestment ManagementRetirement Solutions
James Colclough

James Colclough

Finance & Investment | Expat Financial Planning

Finance & Investment 📍 Shanghai, China
Expat Financial PlanningBusiness Investment StrategiesTax Optimization for Expats
Ming-Feng Li

Ming-Feng Li

Financial Derivatives and Investment Advisory expert

Finance & Investment 📍 Shanghai, China
Financial DerivativesInvestment AdvisoryRisk Management
Explore on Map
Click anywhere to filter nearby experts (50 km radius)
Loading map…