DL Holdings Group - Head of Treasury
DL Holdings Group Head of Treasury
Ms. Nancy Wu has extensive experience in overseas family structured solutions and family wealth management. She is now the Head of Treasury of DL Holdings.
She has worked for DL Family Office and has helped manage the family’s wealth in excess of 500 million USD. She participates in the planning and execution of clients’ overseas asset allocation, including market strategies, individual stocks, listed projects, strategic investments and bond analysis.
Ms. Wu has also been involved in the planning and implementation of overseas family architecture design and solutions for clients, including private banking, trust, insurance, immigration, overseas real estate and other businesses. Ms. Wu also has extensive experience in overseas fund management and internal control financial management. She has participated in the establishment and post-investment operation of private equity funds in Tujia and JD Logistics. Ms. Wu has also been involved in the design of the secondary market hedge fund’s establishment and fund administration.
Ms. Wu holds a master’s degree in electrical engineering from the University of Hong Kong and a bachelor’s degree in electrical engineering from Dalian Maritime University.
Mr. Sun also has extensive investment and consulting experience in primary markets. He has been involved in the planning and execution of more than 1 billion USD in investment in TMT private equity projects. He served as a financial advisor for buyers and assisted in the leveraged acquisition of a listed Australian liquor company. He was the financial advisor to assist in financing IP content operations.
Prior to joining DL Securities, Mr. Sun worked at the Bank of Communications where he was responsible for credit risk assessment and analysis. He once worked in an international accounting firm and participated in financial auditing projects for several real estate and logistics projects.
Mr. Sun holds a bachelor’s degree in accounting and finance from Hong Kong Polytechnic University.