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Bio of
William Cai
  Vice President, Private Client Services

 
 




William Cai, Vice President of Private Client Services and Deputy Investment Head of GYC Financial Advisory, holds a 1st class Masters degree in Finance from the National University of Ireland, Dublin. He has 16 years of experience providing wealth management advice and portfolio management services to high net worth individuals and corporations.

Prior to joining GYC Financial Advisory, William was a Director in UBS AG and Singapore pioneering independent financial advisor. William is also a Certified Financial Planner, Chartered Financial Consultant and Chartered Mutual Fund Counselor.

As an investment manager and trader, William focuses on constructing multi asset portfolios with absolute return strategies to deliver stable portfolio characteristics.

William is also an experienced wealth manager well versed in business continuity planning, retirement planning, and asset privacy protection and other wealth management strategies from a global perspective.

He is also the author of "How To Be A Successful Investor", and his views have been widely featured in various media like The Asian Wall Street Journal, The Peak, The Strait Times, Sunday Times, Business Times, The Edge, Channel News Asia, Channel 8, News Radio 93.8 FM, Smart Investor, The New Paper and books.

 






   
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