Clare Zhao

Head of Institutional Business, Head of China business & Head of ETF Business, Value Partners

Based in Hong Kong, she is responsible for leading the effort in developing the firm’s Institutional Business, China Business and ETF Business.

Joined Value Partners in April 2024; she brings 20 years of experience in asset management and financial services industry.

Prior to joining the firm, she was most recently the Managing Director, Head of China Business at Amundi. She oversees Amundi’s China institutional business and leads the QDLP/WFOE teams in Beijing. Prior to joining Amundi, Clare worked at Vanguard since 2012. She was Managing Director, Head of Distribution, mainland China and Hong Kong, leading the development of the company’s business strategy in China. She also managed operations of WFOE office and oversight Beijing Representative Office as the General Manager of the company’s China business since 2017. Before that, Clare served as an ETF sales manager at Value Partners. She also worked at BNP Paribas and Societe Generale as equity and commodity derivatives sales in Greater China.

Graduated with a Bachelor’s and Master’s degree in Economics from the Beijing Institute of Technology. She also attended Senior Executive Leadership Program of Harvard Business School.

•常駐香港，負責領導公司機構業務、中國業務和ETF業務的發展。

•2024年4月加入惠理；她在資產管理和金融服務行業擁有20年的從業經驗。

•加入惠理前，曾擔任東方匯理的董事總經理兼中國業務主管，負責其中國機構業務，並領導北京的QDLP/WFOE團隊。在加入東方匯理前，她自2012年起在Vanguard工作，曾任董事總經理、中國大陸和香港分銷總監，領導公司在中國的業務戰略發展；她自2017年還作為公司中國業務的總經理管理外商獨資企業辦公室的運營和監督北京代表處。在此之前，她曾在惠理擔任ETF銷售經理。她還曾在法國巴黎銀行和法國興業銀行擔任大中華區股票和大宗商品衍生品銷售。

畢業於北京理工大學，獲經濟學學士、碩士學位。她還參加了哈佛商學院的高級行政領導課程