AUM Pro™

For a new entry in the new independent financial planning industry in China, as an CEO, Richard find a right way for SDB China and make many beneficial innovations for the company. Those innovations prove to be right today. Also, as my direct leader Richard give me a lot of help.
– Sunric Sun (Advisor, China)

Richard is one of the best sales professionals I have had the pleasure to work with. Richard is a true professional with deep understanding of the financial industry, great at building relationships and is equally adept at understanding the customers needs.
– Mattias F (Advisor, Europe)

I have worked with Richard and very much appreciate his sales skills, management skills and broad knowledge of the China capital markets. He is one of the pioneers of the China wealth management industry and I hope we will get a chance to work together again in the future.
– David Yu (Wealth Management Partner, China)

His contributions to the team were immensely valuable especially with regard to his systematical analysis, sales and client care.
– Mathias H (Private Banker, Europe)

The systematical sales approach and lead generation program was absolutely great, and fresh to China as well.
– Theresa Zhang (Sales manager, China)

Very smart man, a good colleague in helping others improve their work and perform better. A structured and excellent people’s person and an even better sales person.
– Per H (Advisor, Europe)

Richard is a real expert in economics and finance, and so can bring a bigger picture to issues related to personal finance. He is patient in working with non-experts and good at breaking big issues into smaller building blocks that can be explained more easily. Materials were highly professional and he prepared well in advance of meetings that were patiently scheduled to accommodate my crazy schedule. Most of all I respect Richard’s broad knowledge base in the field and his international background and outlook.
– Craig W (Former client)