DL Emerald is a wealth management company under DL Family Office, dedicated to provide a full range of wealth management, lifestyle services, and consulting for wealthy families in Greater China. DL Emerald has a team of senior professionals in multiple fields, providing clients with diversified and customized services.
DL Emerald's services cover asset allocation, insurance business, residency planning, tax arrangements, education consulting, health management, art collection management, etc. in order to satisfy clients' high-quality needs.
DL Emerald is a wealth management company licensed by Hong Kong Professional Insurance Brokers Association (PIBA), provides brokerage services from major insurance companies and matches the best insurance plans according to the actual demands of clients.
DL Emerald provides one-stop global asset allocation services to wealth management institutions and independent financial planners, and provides global (Hong Kong, Macau, Singapore, US, Bermuda, etc.) insurance support service including product training, pre-sale consultation, and after-sale service.
Ms. Shen joined DL Emerald in 2018, mainly in charge of company system set-up, daily operation monitoring and business development to establish long-term cooperative partnerships with many world-renowned insurance companies.
Ms. Shen joined DL Emerald in 2018, mainly in charge of company system set-up, daily operation monitoring and business development to establish long-term cooperative partnerships with many world-renowned insurance companies. Ms. Shen has extensive experience in channel cooperation. As of 2022, DL Emerald Team has served more than 600 high net wealth families with over HKD 100 million annual premiums business. The company's performance has maintained stable growth for many consecutive years.
Ms. Shen focuses on the overseas insurance industry, specializing in different territories and insurance product forms, family wealth planning, and insurance service systems. Before joining DL Emerald, Ms. Shen served at DL family office. She has rich experience in the fields of overseas inheritance of overall solutions, global asset allocation and overseas health care.
At DL Holdings, we turn ideas into realities for our clients and communities around the world, explore our job openings now.
T : +852 3890 2900
E : info@dl-holdings.com
Headquarter: 29/F Vertical SQ, 28 Heung Yip Road, Wong Chuk Hang, Hong Kong
