The Asia Practice at Morgan Stanley | 摩根士丹利财富管理亚洲业务部

Garth Hu 胡炎 | HEAD OF ASIA PRACTICE 亚太业务总监

Garth was ranked no.1 on the Barron’s list of Australia’s Top 100 Financial Advisers from 2020 - 2024, and ranked no. 2 for both 2019 and 2018. With a decade of experience helping Chinese families manage their wealth, Garth is a respected and trusted adviser for Chinese investors in Australia. Garth began his career at UBS Wealth Management where he established himself as a leading investment adviser. Garth joined Morgan Stanley in 2009, since then he has grown his team to be number 1 in revenue in Australia and in the top tier globally.

Prior to entering the wealth management industry, Garth was appointed as the CEO of the Australian subsidiary of a listed high tech Chinese company. During this time, he gained experience in company IPOs, mergers, and acquisitions.

Garth received his MBA (with a major in Finance) from Monash University in Australia.

胡炎先生自2020年以来，连续五年在《巴伦周刊》“澳大利亚百强财务顾问” 排名中位列第一，成为有史以来五度获此殊荣的第一人。他在协助中国家族管理财富方面拥有十多年经验，作为金融顾问深受在澳中国投资者的尊敬和信任。胡先生早年就职于瑞士银行财富管理部门，是一名杰出的投资顾问。之后于2009年加入摩根士丹利，其团队业绩位居澳大利亚榜首，跻身全球同行前列。

加入财富管理行业之前， 胡先生早年曾担任过中国一家高科技上市企业澳洲公司的首席执行官(CEO)，参与企业上市重组、投资并购等业务。
胡先生拥有澳大利亚莫纳什大学(Monash University)工商管理硕士学位（金融专业）。

Cathy first appeared on the Barron’s list of Australia’s Top 100 Financial Advisers in 2021, ranked no. 39. She was ranked no. 25 for 2022 and no. 14 for 2023. 2024, she was listed as the highest ranked female Financial Adviser in 18th place.
Cathy is one of the fastest rising Morgan Stanley female advisers on the Barron’s list of top wealth advisers.
Cathy joined Morgan Stanley in 2017 and is responsible for Sydney based clients. With the support of research and product specialists, Cathy works closely with Garth to provide financial advice, construct tailored portfolios and perform ongoing review for clients.
Before joining Morgan Stanley, Cathy worked within the big four accounting firms, where she gained experience in providing tailored individual cross-border tax and immigration services for high-net-worth clients. Cathy brings unique knowledge to the team and a diverse skill set which enables delivery of a holistic client service.
Cathy is a qualified Chartered Accountant. Cathy holds a Bachelor of Commerce degree from Melbourne University.

丁杭小姐于2021年第一次入围《巴伦周刊》“澳大利亚百强财务顾问”排名榜单，排名第39名。丁小姐在2022年排名中位列第25位，2023年位列第14位，2024年获得全澳女性金融顾问排名第一的殊荣。
丁小姐于2017年加入摩根士丹利，目前主要负责悉尼客户。在研究和产品专家的支持下，丁小姐与胡先生共同为客户提供投资建议，量身定制投资组合，并持续跟踪投资表现。
加入摩根士丹利之前，丁小姐曾于四大会计师事务所任职，为高净值客户提供跨境个人税务以及移民咨询服务。加入团队后，为团队带来全新的知识和多元的技能，使团队能够为客户提供更全面的服务。
丁小姐拥有墨尔本大学 (The University of Melbourne)商学学士学位，同时持有西方特许会计师资格证书(CA)。

Shasha is responsible for the marketing and corporate event management of Morgan Stanley Wealth Management in Australia.
Shasha is a professional relationship and marketing manager with over 10 years of experience in financial services and commercial banking. Shasha is well experienced in organising and hosting social and corporate events including investment roadshows, cross-cultural functions, red carpet gala events and charity balls.
Prior to joining Morgan Stanley, Shasha worked at National Australia Bank, HSBC Australia and Standard Chartered Bank in China.

Shasha is also the founder of an etiquette school in Australia, where she provides business and social etiquette training to high-net worth clients, helping them navigate cross-cultural differences between Australia and China.

Shasha holds a Bachelor of Commerce degree from the University of New South Wales.

杨莎莎小姐负责澳大利亚摩根士丹利财富管理部门的市场推广 、投资讲座和论坛及各类高净值客户活动策划管理工作。杨小姐在银行和金融领域具有十多年的高层管理经验，曾经在澳洲国民银行、澳洲汇丰银行和渣打银行（中国）担任重要职位。她在担任主持和组织投资基金路演、中澳文化交流和大型慈善活动方面有着丰富的经验。

杨小姐也是澳洲一家国际礼仪精修学院的创始人，为多家公司的高级管理层人员和高净值客户提供国际社交和商务礼仪培训，帮助他们融合澳大利亚与中国之间的文化精髓。

杨小姐拥有新南威尔士大学 (The University of New South Wales) 商学学士学位。

Winnie assists the team with account administration, investment research and proposal, portfolio review and order execution. Winnie is able to draw upon her experience in compliance and risk control to coordinate resources and to service clients effectively and efficiently. Prior to joining Morgan Stanley, she worked as a Service Relationship Manager at Citibank Wealth Management.

Winnie graduated from University of Melbourne with a Bachelor Degree in Commerce.

赵静雯小姐主要负责账户管理、投资研究及提案、投资组合审阅和订单执行。赵小姐在合规和风控方面具备丰富经验，可调动多方资源，为客户提供高效服务。加入摩根士丹利之前，赵小姐曾在花旗银行财富管理部门担任服务关系经理。
赵小姐拥有墨尔本大学 (Melbourne University) 商学学士学位。

Bonnie assists the team with account administration, investment research and proposal, portfolio review and order execution.

Bonnie completed a Master of Finance from University of Melbourne and a Bachelor of Management of Sciences from South China University of Technology along with a CFA level II.

杨柳漫波小姐主要负责账户管理、投资研究及提案、投资组合审阅和订单执行。

杨小姐拥有墨尔本大学 (Melbourne University) 金融硕士学位和华南理工大学管理学学士学位，并已通过特许金融分析师(CFA)二级考试。

Iris assists the team with account administration, investment research and proposal, portfolio review and order execution.
Iris graduated from Peking University, Guanghua School of Management and holds a Bachelor of Commerce from the University of Sydney. She also completed Master of Finance from University of Melbourne along with a CFA level II.

王赫宁小姐主要负责客户服务，协助投资组合方案构建，投资组合审阅、投资产品跟踪与执行 ，以及衍生品以及相关投资产品的设计与执行。

王小姐拥有墨尔本大学 (The University of Melbourne)金融硕士学位，以及北京大学(Pecking University)和悉尼大学(The University of Sydney)商学学士学位，并已通过特许金融分析师(CFA)二级考试。

Susan assists the team with account administration, portfolio reviews, investment research and proposals. Prior to joining Morgan Stanley, Susan worked for JBWere (the wealth management arm under National Australia Bank).

Susan has the Master of Business Degree in Risk Management from Monash University, MBA from Melbourne Business School, and she is also a CFA charter holder.


傅可喆小姐协助团队进行账户行政管理、投资组合审查、投资研究和提案。 在加入摩根士丹利之前，Susan 曾在JBWere (澳洲国民银行旗下财富管理的部门）工作。

Susan 拥有莫纳什大学 (Monash University) 风险管理业务硕士学 位、墨尔本商学院MBA学位，同时也是特许金融分析师 (CFA)。

Tiffany joined the Asia Practice team in 2022. She assists the team with account administration, portfolio review, investment research and proposals.


Prior to joining Morgan Stanley, Tiffany worked as a senior analyst at Deloitte, specialising in providing tailored professional services to high net wealth families and their business with international structure and exposures.
Tiffany is a qualified Chartered Accountant and holds Master of Financial Analysis degree from University of New South Wales.
杜盛楠小姐主要负责协助团队管理账户行政事务、投资研究和组合方案构建以及产品跟踪，致力于向客户提供高质量和专业的投资服务。加入摩根士丹利之前，杜小姐曾在德勤担任高级分析师，为高净值家庭和其家族企业提供税务、投资架构等专业咨询服务。

杜小姐拥有新南威尔士大学 (The University of New South Wales)金融分析硕士学位，同时持有西方特许会计师资格证书 (CA) 。

Sunny assists the team with account administration, portfolio review, investment research and proposals. Prior to joining Morgan Stanley, he worked as a Senior Accountant where he was responsible for providing superannuation taxation and compliance consulting.

He graduated from the University of Melbourne with a Bachelor Degree in Commerce (Finance) and a Master Degree of Management (Accounting). Sunny is also an Associate Member of CPA Australia.

陈沈祎先生主要负责账户管理、投资组合审阅、投资研究及提案、订单执行等。 加入摩根士丹利前，曾任高级会计师，负责提供退休金税务及合规咨询服务。

陈先生拥有墨尔本大学 (The University of Melbourne)商学（金融）学士学位及管理学（会计）硕士学位。陈先生是澳大利亚注册会计师协会(CPA)的会员。

Jason assists the team with account administration, portfolio review, investment research and proposals. Jason joined Morgan Stanley as a summer analyst in December 2021. Prior to joining Morgan Stanley, he worked as a Portfolio Management Intern in Macquarie Group’s Wealth Management division.

Jason holds a double degree in Finance and Biomedical Engineering. from The University of Sydney.

黄卓力先生主要负责账户管理、投资组合审阅、投资研究及提案等。黄先生于2021年12月作为暑期分析师加入摩根士丹利。在此之前，曾在麦格理集团的财富管理部门担任投资组合管理实习生。

黄先生拥有悉尼大学 (The University of Sydney)金融和生物医学工程双专业学士学位。

Grace assists the team with account administration, portfolio review, investment research and proposals. Prior to joining Morgan Stanley, Grace worked as an experienced analyst at Deloitte Australia, specializing in ASX 50 listed natural resource companies audit. Grace is member of Chartered Accountants Australia (CN ANZ). Grace holds Master of Accounting and Finance degree of University of Melbourne, and Bachelor of Financial Management in Renmin University of China.

王兆全小姐主要负责账户管理、投资组合审阅、投资研究及提案等。加入摩根士丹利前，王小姐于德勤（澳大利亚）任资深分析师，主要负责ASX 50指数自然资源板块上市公司的审计工作。
王小姐拥有墨尔本大学 (The University of Melbourne) 会计和金融硕士学位，以及中国人民大学财务管理学士学位。 同时持有西方特许会计师资格证书(CA)。

Roy assists the team with account administration, portfolio review, investment research and proposals. Prior to joining Morgan Stanley, Roy worked as a Risk Management Officer at an Australian Financial Service Licensee (AFS licensee) specialising in analysing risks related to Forex, Stocks, and Derivatives trading.

Roy holds a Bachelor of accounting from Sichuan University & Victoria University, and he will soon graduate from The University of Sydney, with a double master’s degrees in Finance and Business Analytics.

李若殷先生负责协助团队账户行政、客户投资组合审查、投资调查以及投资方案等事宜。在加入摩根士丹利团队之前，曾在一家持有澳大利亚金融服务牌照的公司从事风控专员的工作，主要负责外汇、股票以及衍生品交易的头寸风险控制及分析。
李先生拥有四川大学以及维多利亚大学 (Victoria University) 商学（会计）学士学位，同时攻读悉尼大学金融和数据分析双专业硕士学位 。

Charles assists the team with account administration, portfolio reviews, investment research and proposals. Prior to joining Morgan Stanley, Charles worked as a senior consultant in the Tax and Business Advisory department of PricewaterhouseCoopers in Beijing, and the Wealth Management Personal Banking team of HSBC Australia.

Charles graduated from the University of Melbourne with Bachelor of Commerce Degree in Finance and Marketing and is about to obtain a Master of Information Technology Degree in Artificial Intelligence from the University of Melbourne.

张哲宸先生协助团队进行账户行政管理、投资组合审查、投资研究和提案。在加入摩根士丹利之前，张先生曾在北京普华永道的税务及商务咨询部门担任资深顾问，之后任职于澳大利亚汇丰银行财富管理个人银行团队。

张先生拥有墨尔本大学 (The University of Melbourne) 金融及市场双专业学士学位，同时攻读墨尔本大学信息技术（人工智能）硕士学位。

Alice manages and organizes calendars and meetings for senior management, as well as provides administrative support to the team and clients. Prior to joining Morgan Stanley, Alice worked as Executive Assistant for Institutional Equity Sales desk at Morgan Stanley Hong Kong. She has over 10 years of experience in the finance industry.

Alice holds a Business Management Degree from City University of Hong Kong.

叶咏恩小姐主要负责安排高级管理层的日程与会议，并协助团队处理日常行政事务。在加入摩根士丹利前，叶小姐曾于摩根士丹利香港机构证券部担任行政助理一职，在金融领域具有十多年的工作经验。

叶小姐拥有香港城市大学 (City University of Hong Kong) 工商管理学学士学位。