Founder and Chief Executive Officer | AOW Investment Consulting Ltd.
As the Founder and CEO of AOW Investment Consulting Ltd., Mr. William Xia serves as the Chairman of the China Financial Planners’ Professional Development Alliance, and a Council Member of the Shanghai Financial Planners Association. He has 20 years of wealth management experience and is well-known for his theoretical and practical wealth management expertise in China. He served at HSBC (Australia), IPAC (Hong Kong) and several other renowned financial institutions, practicing in Mainland China, Hong Kong, Taiwan, and Australia, and has successively created licai88.net and finpro.cn (a financial planner platform).
Mr. Xia has made great efforts to create information-based and intelligent tools for wealth management practitioners, and is a well-known wealth instructor in the industry. In addition, he has always provided ultra-high-net-worth clients with professional wealth management consulting services at the frontline. Mr. Xia has established a theoretical and practical system for wealth management in the spirit of academic research, and has published many books and created a number of systematic video courses. He is a member of the writing group of Personal Finance, a tutorial textbook for financial planning among the banking professionals of the China Banking Association, and also annually serves as a judge on domestic financial planning contests. Mr. Xia holds a Bachelor’s degree in commerce from Sydney’s University of Technology, a Master’s degree in business administration from Deakin University, and a CFPCM qualification from the Australian International Financial Planner.