Jeremy Le Van Lau
Chief Executive Officer at Prudent Investors Network, Inc.
Profile
Mr. Jeremy L.
Lau, CFA, is a Chief Executive Officer at Prudent Investors Network, Inc. He speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country and teaches at California State University Fullerton’s Trustee Certification Program.
Mr. Lau regularly advises fiduciaries on managing their clients’ assets and financial needs and works with estate litigators as a financial expert witness.
Before joining Prudent Investors he worked in senior roles in the investment banking industry in Tokyo and Hong Kong.
He earned a degree in Accounting (with Honors distinction) from Brigham Young University in 2006.
He has earned the right to use the Chartered Financial Analyst designation.
Jeremy Le Van Lau active positions
| Companies | Position | Start |
|---|---|---|
Prudent Investors Network, Inc.
 Prudent Investors Network, Inc. Investment ManagersFinance Prudent Investors Network, Inc. (Prudent Investors) is an independent, SEC-registered investment advisor headquartered in Lake Forest, California. Founded in 2003, Prudent Investors provides portfolio management and financial planning services to fiduciaries, individuals, high net worth individuals, trusts, estates and other institutions. | Chief Executive Officer | 01/05/2017 |
Former positions of Jeremy Le Van Lau
| Companies | Position | End |
|---|---|---|
Deutsche Bank AG (Hong Kong)
 Deutsche Bank AG (Hong Kong) Investment Banks/BrokersFinance Part of Deutsche Bank AG, Deutsche Bank AG (Hong Kong) is a financial institution that has been connecting worlds for 65 years. The company is based in Hong Kong, Hong Kong, and serves as the hub for corporate and commercial clients. The company's asset management division, DWS, is a market leader in Hong Kong with a broad product offering. Its corporate bank division is an established market leader in transaction banking, with a presence in 60 countries, including an extensive footprint in HK. The investment bank provides strategic advice to corporate and institutional clients, focusing on the bank’s traditional strengths in financing, advisory, fixed income, and currencies, together with a focused equity capital markets business. The private bank focuses on private customers across all segments as well as business clients, and in HK, this division is represented by a highly competitive wealth manager. The Chinese company was founded in 1958, and its CEO is Werner Steinmüller. | Corporate Officer/Principal | 01/01/2017 |
UBS Investment Bank
 UBS Investment Bank Investment ManagersFinance UBS Investment Bank is a Chinese financial services company that offers wealth management, asset management, and investment banking services to private clients, intermediaries, and institutional investors. UBS Investment Bank is based in the United States and has subsidiaries in Switzerland. The company provides advisory services, research, and access to capital markets for corporate and institutional clients. UBS Investment Bank is committed to providing specialized advice, insights, and execution to its clients while contributing to society and maintaining a positive work environment. The company recently acquired Credit Suisse and is focused on creating superior value for its clients, shareholders, and employees. | Corporate Officer/Principal | 01/01/2011 |
Deutsche Bank AG (Tokyo Branch)
 Deutsche Bank AG (Tokyo Branch) Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank AG (Tokyo Branch) is a banking services provider based in Tokyo, Japan. | Corporate Officer/Principal | 01/01/2009 |
Training of Jeremy Le Van Lau
| Brigham Young University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Prudent Investors Network, Inc.
Prudent Investors Network, Inc. Investment ManagersFinance Prudent Investors Network, Inc. (Prudent Investors) is an independent, SEC-registered investment advisor headquartered in Lake Forest, California. Founded in 2003, Prudent Investors provides portfolio management and financial planning services to fiduciaries, individuals, high net worth individuals, trusts, estates and other institutions. | Finance |
Deutsche Bank AG (Hong Kong)
Deutsche Bank AG (Hong Kong) Investment Banks/BrokersFinance Part of Deutsche Bank AG, Deutsche Bank AG (Hong Kong) is a financial institution that has been connecting worlds for 65 years. The company is based in Hong Kong, Hong Kong, and serves as the hub for corporate and commercial clients. The company's asset management division, DWS, is a market leader in Hong Kong with a broad product offering. Its corporate bank division is an established market leader in transaction banking, with a presence in 60 countries, including an extensive footprint in HK. The investment bank provides strategic advice to corporate and institutional clients, focusing on the bank’s traditional strengths in financing, advisory, fixed income, and currencies, together with a focused equity capital markets business. The private bank focuses on private customers across all segments as well as business clients, and in HK, this division is represented by a highly competitive wealth manager. The Chinese company was founded in 1958, and its CEO is Werner Steinmüller. | Finance |
UBS Investment Bank
UBS Investment Bank Investment ManagersFinance UBS Investment Bank is a Chinese financial services company that offers wealth management, asset management, and investment banking services to private clients, intermediaries, and institutional investors. UBS Investment Bank is based in the United States and has subsidiaries in Switzerland. The company provides advisory services, research, and access to capital markets for corporate and institutional clients. UBS Investment Bank is committed to providing specialized advice, insights, and execution to its clients while contributing to society and maintaining a positive work environment. The company recently acquired Credit Suisse and is focused on creating superior value for its clients, shareholders, and employees. | Finance |
Deutsche Bank AG (Tokyo Branch)
Deutsche Bank AG (Tokyo Branch) Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank AG (Tokyo Branch) is a banking services provider based in Tokyo, Japan. | Finance |
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