Lai Wenyin

Lai Wenyin, CMFC

Senior Vice President of Technology Solutions

Hong Kong

As senior vice president of technology solutions and business intelligence, Lai is responsible for leading technology and data decisions to ensure Kaiser Hoffman continues its industry leadership position.

Lai has nearly 20 years of industry experience on both the asset management and advice sides of the industry. Prior to his current role, he was managing director of internal sales and business intelligence for KH Investments, a Kaiser Hoffman company. Before joining the Kaiser Hoffman organization, Lai led the wealth management business lines for HSBC Wealth Management where he was responsible for both top and bottom line performance. He was also the director of internal sales at Standard Chartered.

Lai has a bachelor’s degree in operations management and marketing from Texas State University. He has earned the Chartered Mutual Fund Counselor (CMFC®) designation and has passed the Series 7, 24, 63 and 65, and maintains his life, health and annuity licenses.