Yifan Li

Yifan Li, CFA, is an Investment Counsellor at HSBC Private Bank, where they have been building and managing long-term client relationships since 2016. They specialize in multi-asset portfolio construction, risk management, and asset allocation, drawing from their extensive experience gained in both London and Hong Kong. Previously, Yifan worked as an Equity Analyst at Pictet Asset Management, focusing on Asian equities and quantitative portfolio analysis. They hold a Master’s degree in Financial Engineering and Risk Management from HEC Lausanne and are fluent in both Mandarin and English, adding a global perspective to their work in wealth management.