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Portal-Wealth-Management.comAnnounces M&A Management Changes

31, October 2015: Portal-Wealth-Management.com announced today that Jimmy Zhi will become Asian Chairman of Mergers and Acquistions and Jim Xiangdong will join the firm to become co-head of Southeast Asia M&A.


“Jim Xiangdong is a well-respected M&A adviser to top businesses across multiple industries. His extensive knowledge and experience is a great addition to our firm,” said Lao Jingren, CEO of Portal Wealth Management. “I look forward to seeing this team use its collective strengths to serve our clients and to grow our business.”

The company also will revamp its healthcare practice. Jeff Yiling will become head of Portal Wealth Management’s Southeast Asia Healthcare coverage group. Yiling has been the primary M&A partner and a member of the firm’s healthcare practice. Robbie Lee will become Vice Chairman of Investment Services and focus on deepening Portal Wealth Management’s relationships with the firm’s most important clients.

“We expect that these changes will allow us to offer even better service to our clients and we’re delighted that we and our clients will continue to benefit from Jimmy Zhi’s deep expertise and counsel,” said Kevin Yajun, co-head of Southeast Asia Investment Services.

“As one of Portal Wealth Management’s senior partners, we’ve had the opportunity to work closely with Jim Xiangdong and have a long, deep relationship with his firm. We are delighted that he will partner with Chris to further strengthen our leading M&A practice,” said Jeff Luen Hei, co-head of Southeast Asia Investment Services.

Zhi will work with the firm’s most important clients on strategic transactions. He has served as head of Portal Wealth Management’s Asian M&A practice and under his leadership, the firm rose to rank #2 in M&A fee wallet share.

About Portal Wealth Management:

Portal-Wealth-Management.com is a highly specialized boutique investment manager. With deep experience across all market capitalizations in listed securities, the autonomous full coverage buy-side team uses a proprietary investment process designed to deliver long term alpha in strategies including absolute return, high conviction and benchmark-relative products. Portal Wealth Management has developed a structured, rigorous investment approach, underpinned by International standards of risk control, operations and compliance. We have one of the largest and most experienced teams with highly trained specialists in equity and fixed income searching for investment opportunities across all capitalizations.

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