Aldrich Lu
About Aldrich Lu
Aldrich Lu is an Executive Director at 瑞銀環球資產管理, where he has worked since 2006. He has previously held positions at ABN AMRO, Chinatrust Commercial Bank, and 永豐銀行, and he holds multiple degrees including an MBA from the University of Iowa.
Current Role at UBS
Aldrich Lu serves as an Executive Director at 瑞銀環球資產管理, a position he has held since 2006. With 18 years of experience in this role, he focuses on asset management and client relations. His responsibilities include overseeing investment strategies and managing client portfolios, ensuring alignment with market trends and client objectives.
Previous Experience in Banking
Prior to his current role, Aldrich Lu worked at several financial institutions. He was a Relationship Manager at ABN AMRO from 2002 to 2005, where he managed client relationships and provided financial solutions. He then served as Sales Head at Chinatrust Commercial Bank for one year in 2005-2006, leading sales initiatives. Additionally, he worked as a Financial Advisor at 永豐銀行 from 2000 to 2002, offering financial advice and services.
Educational Background
Aldrich Lu has a strong educational foundation in business and finance. He earned a Master of Business Administration (MBA) from the University of Iowa. He also studied Finance and Financial Management Services at the British Columbia Institute of Technology from 1996 to 1999. Furthermore, he pursued an Executive MBA (EMBA) in Biotech at 臺北醫學大學, enhancing his expertise in the intersection of finance and biotechnology.
Career Timeline
Aldrich Lu's career spans over two decades in the financial sector. He began as a Financial Advisor at 永豐銀行 from 2000 to 2002. He then transitioned to ABN AMRO as a Relationship Manager from 2002 to 2005. Following this, he held the position of Sales Head at Chinatrust Commercial Bank for one year. Since 2006, he has been with 瑞銀環球資產管理, where he has progressed to the role of Executive Director.