Louise Lu
About Louise Lu
Louise Lu is a manager specializing in wealth management and financial planning M&A. She has held various roles in consulting and communications, and currently serves as a committee member at Women in Banking and Finance-UK and as an investor at Creator Fund.
Current Role at Alpha FMC
Louise Lu currently serves as a Manager at Alpha FMC, a position she has held since 2022. In this role, she is involved in wealth management and financial planning mergers and acquisitions. Her responsibilities include contributing to insights on digital transformation in asset management and engaging in discussions on hybrid advice models, particularly during the COVID-19 pandemic.
Previous Experience at Alpha FMC
Prior to her current role, Louise worked at Alpha FMC as a Consultant from 2021 to 2022. During her tenure, she participated in projects focused on operational resilience, regulatory compliance, and the analysis of wealth management challenges. Her work contributed to the development of digital client experience strategies and initiatives related to ESG and responsible investing.
Education and Expertise
Louise Lu holds a Master of Management and International Business from The University of British Columbia, where she studied from 2013 to 2014. She also earned a Graduate LLB from The University of Edinburgh, completing her studies from 2017 to 2019. Additionally, she has a Bachelor of Arts in Political Science from The University of British Columbia, obtained between 2009 and 2013.
Professional Involvement
Louise has been an active Committee Member at Women in Banking and Finance - UK since 2020. She also serves as an Investor at Creator Fund, a position she has held since 2021. Her previous roles include Head of Communications at Scottish Financial Enterprise Young Professionals and Corporate Sales Manager at Onni Group of Companies.
Contributions to the Industry
Throughout her career, Louise has contributed to various discussions and projects within the financial sector. She has engaged in topics such as digital transformation, operational resilience, and hybrid advice models. Her insights have been valuable in addressing challenges in wealth management and enhancing client experiences.