Brand Introduction
"Constant.Symbolizing permanence and longevity, we hope to accompany our family from generation to generation and continue to inject strength into sustainable development.
"Pu"The ancient Chinese word for uncut jade is also a reminder of our commitment to upholding our family values, reminding us of our sincerity and true nature in a changing world.
"Pu"The ancient Chinese word for uncut jade is also a reminder of our commitment to upholding our family values, reminding us of our sincerity and true nature in a changing world.
Team Introduction
In an ever-changing marketplace, where the information and tools available to us to observe finance are increasingly numerous and complex, there is a relative lack of teams that can truly integrate resources to provide long-term strategies for family and individual needs.CONSTANCE CONSULTING CO., LTD.By a group of people fromFour major management consulting firms, investment and insurance sectorsThe company was founded by a group of professional advisors who combined their expertise and insights to create a financial advisory platform with depth and integration, upholding the belief of "Constant Beginnings and the Way of the Truth".
At Everpure, we not only provide a full range of financial planning, investment management and family office services, but also will drive Everpure to become aA Platform for Resource Convergence--To help our clients link up with the professionalism, connections and opportunities they need to realize their vision of generational prosperity and long-term growth.
We believe that the real value lies not in the pursuit of short-term benefits, but in theAccumulation of long-lasting trust and good relationshipsThis belief is the essence of Hengpu. This belief is the essence of Everpur, and also the power of our customers and us to move forward together.
At Everpure, we not only provide a full range of financial planning, investment management and family office services, but also will drive Everpure to become aA Platform for Resource Convergence--To help our clients link up with the professionalism, connections and opportunities they need to realize their vision of generational prosperity and long-term growth.
We believe that the real value lies not in the pursuit of short-term benefits, but in theAccumulation of long-lasting trust and good relationshipsThis belief is the essence of Hengpu. This belief is the essence of Everpur, and also the power of our customers and us to move forward together.
Team Members
Founder/Chief Executive Officer CEO
Chloe Wang
With over six years of B2B experience, we specialize in stranger development, business negotiation and customer relationship management.
At the beginning of his career, he worked as a BD Manager in SkyREC, a start-up company, where he practiced 0 to 1 distribution and overseas channel building, and successfully promoted the signing of MOU with the then fourth largest telecom company and the first domestic financial group's information company, as well as the expansion of shopping malls in Malaysia, thus accumulating the ability of market development and cross-industry coordination.
Later, he worked as a management consultant in a Big 4 accounting firm as an account manager for large-scale information system projects such as ERP, CRM, etc. With a team structure of 1:50 between the business and the consultant, he has successfully explored the market and facilitated a number of high-profile projects, with a cumulative annual consultancy contract amount of over NT$150 million.
With the core platform of Hengpu Consulting, Chloe combines years of experience in corporate consulting, financial planning and client management, and continues to provide professional and humanistic wealth advisory services to high net worth clients.
At the beginning of his career, he worked as a BD Manager in SkyREC, a start-up company, where he practiced 0 to 1 distribution and overseas channel building, and successfully promoted the signing of MOU with the then fourth largest telecom company and the first domestic financial group's information company, as well as the expansion of shopping malls in Malaysia, thus accumulating the ability of market development and cross-industry coordination.
Later, he worked as a management consultant in a Big 4 accounting firm as an account manager for large-scale information system projects such as ERP, CRM, etc. With a team structure of 1:50 between the business and the consultant, he has successfully explored the market and facilitated a number of high-profile projects, with a cumulative annual consultancy contract amount of over NT$150 million.
With the core platform of Hengpu Consulting, Chloe combines years of experience in corporate consulting, financial planning and client management, and continues to provide professional and humanistic wealth advisory services to high net worth clients.
CFO
D.C. Liao
Total more than 5 years of investment analysis & investment trading experience.
He has worked as a securities analyst for a listed brokerage firm and a number of large domestic fund companies, as well as managing the investment planning for the Taiwan stock secondary market in the office of one of the top five families in Taiwan.
Currently, he is the founder of Keen Spirit Capital Limited, which specializes in direct investment and investment advisory services.
D.C. Liao (Keen Spirit Capital) serves as the high-risk post-investment manager and window broker on the Hengpu advisory team. We are committed to providing a wide range of high-risk investment planning and management to help our clients' assets grow efficiently with manageable risk.
He has worked as a securities analyst for a listed brokerage firm and a number of large domestic fund companies, as well as managing the investment planning for the Taiwan stock secondary market in the office of one of the top five families in Taiwan.
Currently, he is the founder of Keen Spirit Capital Limited, which specializes in direct investment and investment advisory services.
D.C. Liao (Keen Spirit Capital) serves as the high-risk post-investment manager and window broker on the Hengpu advisory team. We are committed to providing a wide range of high-risk investment planning and management to help our clients' assets grow efficiently with manageable risk.
Sales Director
Anderson Yuan
He has many years of experience in the financial and insurance industry, and has been serving high-asset and corporate clients for a long time, focusing on asset allocation, risk management and succession planning.
To date, we have assisted more than 100 clients with their asset risk management and allocation strategies, rebuilding stability and trust in a complex financial environment.
We understand that traditional financial services are often over-commoditized and that the true value of an advisor lies in integration and insight. Finance is not just about numbers, it's about choices and risk.
For this reason, we have established "Constant Contact" with partners who share the same philosophy, hoping to bring wealth management from sales orientation back to humanistic thinking, and from commodity marketing to structural design.
As a business director, I strive to promote the integrity and efficiency of the consulting process, accompanying clients from wealth creation, wealth preservation to wealth transmission, and realizing a long-term stable financial blueprint with structural thinking.
I believe that professionalism is not about persuasion but understanding; the value of consultancy is not in transaction but in achievement.
To date, we have assisted more than 100 clients with their asset risk management and allocation strategies, rebuilding stability and trust in a complex financial environment.
We understand that traditional financial services are often over-commoditized and that the true value of an advisor lies in integration and insight. Finance is not just about numbers, it's about choices and risk.
For this reason, we have established "Constant Contact" with partners who share the same philosophy, hoping to bring wealth management from sales orientation back to humanistic thinking, and from commodity marketing to structural design.
As a business director, I strive to promote the integrity and efficiency of the consulting process, accompanying clients from wealth creation, wealth preservation to wealth transmission, and realizing a long-term stable financial blueprint with structural thinking.
I believe that professionalism is not about persuasion but understanding; the value of consultancy is not in transaction but in achievement.