Hi, I'm Joey joey chen - Investment Manager at Tsuyo LLC
I thrive on architecting sophisticated, cross-border wealth solutions, blending institutional finance expertise with family trust management. My passion is guiding high-net-worth individuals in growing and protecting their assets across global markets.
At a glance
Curated signals on strengths, focus areas, and how they can help.
Led institutional equity sales and research at Daiwa Securities Group for over a decade.
Currently manages cross-border investment portfolios and family trusts at Tsuyo LLC.
Can provide expert guidance on international wealth strategies and succession planning.
🚀 Career trajectory
Foundation in Equity Markets
Began career in equity research and sales at Daiwa Securities Group in Tokyo, building a strong analytical foundation.
✦ Equity Research
✦ Sales
✦ Tokyo
Deepening Institutional Expertise
Transitioned to Institutional Sales at Daiwa Capital Markets in Hong Kong, focusing on client relationships and market strategy.
✦ Institutional Sales
✦ Client Relations
✦ Hong Kong
Strategic Wealth Management
Currently managing investments at Tsuyo LLC, applying cross-border expertise to family trust and wealth management.
✦ Investment Management
✦ Family Trusts
✦ Singapore
Global Executive Development
Pursuing INSEAD Global EMBA to enhance global business acumen and strategic leadership.
✦ Global EMBA
✦ INSEAD
✦ Leadership
💪🏻 Superpowers
Cross-Border Wealth Architect
Navigating international financial landscapes for optimal client outcomes.
✦ Managed investment portfolios spanning US, Japan, China, and Hong Kong.
✦ Structured trusts and entities for effective succession and tax planning.
✦ Delivered tailored wealth solutions leveraging multilingual capabilities.
Institutional Equity Strategist
Driving revenue and client relationships in capital markets.
✦ Specialized in institutional equity sales and research for over a decade.
✦ Developed stock recommendations and targeted sales pitches.
✦ Expanded client bases and fostered strong client relationships.
Family Trust Navigator
Ensuring wealth preservation and strategic transition for families.
✦ Expertise in family trust management and high-net-worth client advisory.
✦ Focused on wealth growth, protection, and seamless generational transfer.
✦ Provided comprehensive investment advisory and risk management.
I'm excited about
✦ Connecting with global leaders to explore innovative wealth strategies.
✦ Seeking collaborations for cross-border investment opportunities.
✦ Engaging with peers to discuss future trends in finance and family offices.
I can help with
✦ Offer insights into managing and transitioning wealth across international markets.
✦ Provide expertise on family trust structures and succession planning.
✦ Share strategies for institutional equity sales and client relationship management.
I would love your help on
✦ Recommendations for emerging markets investment opportunities.
✦ Introductions to family office leaders and UHNW individuals.
✦ Discussions on fintech innovations impacting wealth management.