Xiaohu (Tiger) Liu
An experienced finance professional, Xiaohu founded Wealth Pi Fund to be a boutique property funds management company that provides local developers with tailored commercial loan underwriting and debt advisory and investors with high quality property investments. Xiaohu has a deep understanding of the Australian property market, debt structuring and investor requirements (including holding regular educational seminars). Xiaohu is a collaborative leader that has put in place tight lending policies and intensive due diligence processes. He has a master’s degree in Financial Modelling from the University of Melbourne and speaks three languages – Mandarin, Korean and English.
Xingnan (Olivia) Jiang
Olivia is one of the founders of Wealth Pi, located in Hong Kong working with institutional partner Pallas to source bridging Hong Kong Capital and Australian premium development project. Olivia holds a bachelor degree of Philosophy and Psychology (University of Melbourne) and has strong interpersonal skills and a cheerful disposition.
Chief Investment Officer, Partner
Chief mentor to the team Wendy oversees key aspects of the business, with over 27 years’ experience in managing investment portfolios ranging from 4-14 billion. Working for a range of investment houses including AXA, Alliance Bernstein and IFM she is a chartered financial analyst and a founding member of the board for the CFA Society Melbourne. She has a bachelor’s degree in economics from Monash University and more recently attended the University of Melbourne to complete a graduate diploma in psychology to get a deeper understanding of behaviour in finance markets and with people.
Yao (Christina) Jiang
With ten years of experience in the investment field across Asia Pacific, Christina has an extensive industry network and investor network. She heads the Sydney Office and brings her expertise in property financing, fundraising and strategy to the team. She holds a Master of Finance Degree (Investment banking) at the University of New South Wales, a first-class honour bachelor’s degree of Economics (Finance and Banking) from Zhejiang University, China and a Diploma in Financial Planning. She is also a guest lecturer at the University of Technology Sydney and a bilingual columnist.
Credit Committee Member, Responsible Manager
Dan Gallen commenced his property career with Balmain, one of Australia’s largest independent debt originators and fund managers. He has completed over $1 billion in property debt advisory mandates in the post-GFC landscape, earning him a reputation as one of Australia’s leading debt advisory executives. Clients have included ASX listed property groups and some of Australia’s largest private investors.
Dan brings analytical rigour to the due diligence process for each project undertaken. Dan is RG146 compliant and is the Responsible Manager under the Pallas Funds AFSL (Wealth Pi Fund’s Licensee).
Yiyu (Jack) Jiang
Jack holds a commerce degree from the University of Melbourne and has a background in finance, accounting, investment, development and property management. Jack’s in-depth understanding of the real estate industry, property development, practical analysis skills and commercial insight make him an invaluable member of the Wealth Pi team. Jack is RG146 compliant, CPA and is undertaking the CFA program.
Bridy graduated from Sheffield University and since then has over 10 years of property development, mining investment experience in China and 5 years of property funding and investment experience in Australia. She is also a PHD candidate in Chinese Academy of Social Sciences, Chinese Youth Committee and Vice President in Hunan Business associate in Beijing.
Jianyi (James) Sun
James brings skill, enthusiasm and experience to Wealth Pi. As one of our younger team members, he was a top performer and holds a Master of Finance degree at the University of Melbourne. He is currently undertaking the CFA program.
Zhen (Jenny) Liu
Jenny specialises in financial risk management and investment analysis, and is an experienced stakeholder liaison. Jenny holds a master’s degree of Accounting from the University of NSW and a Bachelor of Science degree in risk management science and mathematics from the Chinese University of Hong Kong. She has an FRM certificate and is currently undertaking the CFA program.