Kelly is a Partner in the Financial Services practice, based in Oliver Wyman’s Beijing Office.
With more than 15 years of varied experience in the financial services industry, Kelly has worked in both consulting and in-house strategy. Her project experience spans different markets (Mainland China, Hong Kong, and the US) and different sectors (wealth management/private banks, capital markets, securities, asset management, wholesale/retail banks, and Fintech start-ups). Kelly has solid know-how and proven track records in strategic planning, M&A and post-integration, market entry and business development, incubation, IPO, and organization transformation.
I found myself motivated by the opportunity to explore the ‘Never Me too’ value proposition and journey map with various organizations by identifying the unique winning formula for each organization, to build up the core competencies, and together, to win the most critical battles.
It is about a long-term commitment to witnessing and accompanying the growth and maturation of China investors and the whole wealth and asset management industry.
Kelly’s career started in the consulting industry. Before joining the firm, she was the Strategy Vice President of one of China’s leading wealth management and Fintech players and then Head of COO Office in a first-tier internet company in China.
Kelly holds a Master’s degree in Management with Distinction from Cardiff University and a Bachelor’s degree in Economics from East China University of Political Science and Law.