After graduating from the University of Leeds, Zachary has been specialising in tracking, understanding and advising on UK pension funds since 2015. His journey has led him to help countless clients uncover and manage unclaimed assets in the UK over this period.
In 2019, Zachary joined Renascence to co-head and expand the UK pension advisory division and advise a diverse book of private clients across Asia. Prior to this, Zachary was a senior adviser at a global wealth management firm in Shanghai.
Zachary is a holder of the Investment Advice Diploma designated by the Chartered Institute for Securities and Investment. This is held to a UK level 4 standard in compliance with the FCA and is EU level 5 equivalent. He also holds the CISI International Certificate in Wealth Management.
Zachary also holds the level 5 HSK qualification in Mandarin Chinese, and is in the final stages of completing HSK-6, the most advanced proficiency level of Mandarin Chinese recognised globally.