Jeffrey Cheng
President, KGI Investment Advisory
Achievement
Jeffrey has an extensive and strong expertise in research and operations of investment as well as possess a solid managerial experience across securities, life insurance, and investment trust sectors. He has demonstrated success in leading teams to achieve outstanding results.
He made a record-breaking in Taiwan's investment trust industry during his General Manager of an investment trust, he successfully to attain Publicly Offered Fund size to NT$800 billion.
He made a record-breaking in Taiwan's investment trust industry during his General Manager of an investment trust, he successfully to attain Publicly Offered Fund size to NT$800 billion.
Career Highlights
President
Yuanta Securities Investment Trust
Vice President, Equity Investment Department
Yuanta Life
Vice President, Fund Investment Department
Hua Nan Investment Trust
Vice President, Research and Discretionary Investment Department
Yuanta Securities Investment Consulting
“To become the best investment advisory partner in Asia.”
Utilizing vast investment expertise and strong research capabilities to meet diverse client needs. Our goal is to be the preferred partner for institutions and the trusted ally for individual investors, establishing the foundation for wealth management in the Asia-Pacific within CDFH.
Utilizing vast investment expertise and strong research capabilities to meet diverse client needs. Our goal is to be the preferred partner for institutions and the trusted ally for individual investors, establishing the foundation for wealth management in the Asia-Pacific within CDFH.
Education & Honors
National Cheng Kung University , Taiwan
Master, Department of Statistics
Jeffrey led the team to win several prestigious fund awards, including
BENCHMARK
Provider of the Year for Most Innovative ETF Best-in-Class
Taiwan Futures Exchange
Diamond Award for Fund Trading Volume
Morningstar-Awards
Smart Taiwan Fund Awards for Bond ETF
Key Experiences
Seasoned experience in Investment and Business Management
•Over 27 years of experience in Investment industry, including serving as the General Manager of an investment trust company, possesses extensive expertise in stock research, equity investments, asset management, and corporate operations.
•Engaging and leading teams in discretionary investment management, investment trusts, life insurance funds, and diverse investment operations, showcasing rich practical experience and extensive managerial expertise.
•Engaging and leading teams in discretionary investment management, investment trusts, life insurance funds, and diverse investment operations, showcasing rich practical experience and extensive managerial expertise.
