Professional Overview

Richard has over 40 years of experience in the financial industry and is one of the most senior investment strategy advisors at the firm. He previously served as Chief Fund Manager of a large mutual fund, overseeing billions of dollars in assets, and possesses extensive experience in institutional investing and navigating market cycles.

Throughout his career, Richard has experienced and successfully navigated multiple economic cycles and market volatilities, with a profound understanding of capital preservation and long-term steady growth. Today, he focuses on providing long-term strategic investment guidance to institutional clients, family offices, and high-net-worth families.

Educational Background

• Vienna University of Economics and Business, Austria

  Master's Degree in Quantitative Economics

• Massachusetts Institute of Technology (MIT), USA

  Specialized Program in Quantitative Finance

• University of Mannheim, Germany

  Dual Bachelor's Degree in Mathematics and Economics

Areas of Expertise

• With profound market experience, prudent risk awareness, and a forward-looking strategic perspective, Richard provides clients with stable and reliable investment direction.

• Long-Term Value Investment Strategy

  Focus on intrinsic corporate value and margin of safety, select high-quality targets through in-depth fundamental analysis (such as discounted cash flow, moat assessment), buy at undervalued prices utilizing short-term market inefficiencies, and hold patiently until full value realization.

• Macroeconomic and Market Cycle Analysis

  Identify cycle phases (expansion, recession, recovery, etc.) based on economic indicators (e.g., growth, inflation, employment) and policy trends, dynamically adjust asset exposure and risk appetite, and strive to position early or defend at cycle inflection points.

• Institutional-Grade Asset Allocation

  Adopt systematic, data-driven allocation models (such as mean-variance optimization, risk parity, etc.), combine diversified investments across multiple assets and strategies, and focus on liquidity management and cost control to achieve long-term risk-adjusted return objectives.

• Family Wealth Succession Planning

  Achieve legal isolation and intergenerational transfer of assets through tools such as family trusts, foundations, and family charters, combined with tax planning and heir education, aiming to ensure wealth sustainability, family harmony, and continuation of social responsibility.