Ray Li

Ray Li joined Craigs Investment Partners as an Investment Adviser in September 2024. Prior to joining Craigs, Ray accumulated over 20 years of experience in New Zealand’s Financial services sector, including several senior roles. At ASB Bank Ray served as Head of Home Ownership Coaches, School Banking, and Business Development, as well as Head of International and Migrant Banking. Prior to that Ray spent 10 years in investment and wealth management, including nearly four years as an investment adviser in 2010.

At Craigs Investment Partners, Ray manages and advises on investment portfolios for high-net-worth clients, covering asset classes including local shares, listed and unlisted property, international equities, funds, bonds, cash and alternative assets.

Portfolios are tailored for individual, joint, family office, trusts and not-for-profit structures. Ray leverages the asset allocation and security selection research provided by Craigs’ Private Wealth Research team and their global partners such as JP Morgan Asset Management to structure portfolios for specific client outcomes. Ray also helps clients with immigration portfolios (Active Investor Plus Visa and Parent Retirement Resident Visa), intergenerational wealth management, retirement portfolios, efficient structures, and philanthropy.

Ray is based in our Craigs Investment Partners Auckland Branch.

Ray Li 于2024年9月加入Craigs Investment Partners担任投资顾问。在加入Craigs Investment Partners之前，Ray在新西兰金融服务行业工作了20多年。 曾在两家主要银行担任高管职务，包括ASB Bank 总行信贷培训部、学校银行部和线上业务发展部总监、ASB银行的总行国际部和移民银行行长以及新西兰银行支行经理。在此之前，Ray在投资和财富管理领域有10年的经验，包括在2010年就开始担任投资顾问（注册理财顾问）近四年。

在Craigs Investment Partners，Ray致力于为高净值客户群体提供资产管理及投资组合建议，涵盖的资产类别包括本地股票、上市和非上市房地产、国际股票、基金、债券、现金和另类资产。投资组合根据个人、联名、家族办公室、信托和非营利结构量身定制。

Ray会参考Craigs财富调研研究团队及其全球合作伙伴（如摩根大通资产管理公司）提供的资产配置和证券选择研究，为特定客户结果构建投资组合。Ray热衷于帮助移民客户打造符合移民要求的投资组合（积极投资者加签证和父母退休居民签证）。 对于跨代财富管理、退休投资组合、有效结构和慈善事业也十分精通。

Ray常驻于Craigs Investment Partners奥克兰分公司。