Our team

Long-term partnership
starts with the people.

Our core members bring more than 20 years of hands-on experience in trillion-scale bank wealth management. They understand the full wealth management journey and bring the professional investment capability required to navigate complex market environments.

THE PEOPLE BEHIND APRIL

Expertise shaped by practice, perspective and responsibility.

Lei Zhen, Ph.D.

CEO | Chief Executive Officer

Dr. Lei Zhen holds a bachelor's degree in Statistics and a Ph.D. in Financial Engineering from the University of Science and Technology of China. He is a member of the International Statistical Institute (ISI) and the International Association for Quantitative Finance (IAQF). With 20 years of professional experience in wealth management and asset management, Dr. Lei has extensive expertise in macroeconomic and financial market research, quantitative investing and trading, multi-asset allocation and portfolio management, financial product pricing and valuation, and quantitative risk management. His background combines rigorous financial engineering expertise with extensive experience in systematic investment management. Dr. Lei has led and completed major financial investment and systems engineering projects at the national and provincial levels. He has also contributed to the development of wealth management and asset management capabilities at several major banks and asset management institutions. His experience spans business and organizational structure design, professional team development, financial product management, investment strategy research and development, and systematic operational management. He is committed to integrating rigorous investment research, systematic asset allocation, and professional wealth management practices to deliver wealth management services focused on clients' long-term objectives, risk management, and portfolio allocation.

Zhe Li, Ph.D.

CFA | FRM | Chief Compliance Officer

Dr. Zhe Li holds a Ph.D. in Financial Engineering from Northwestern University and a bachelor's degree from the Special Class for the Gifted Young (SCGY) at the University of Science and Technology of China (USTC). With 15 years of professional experience in quantitative finance and risk management, he has deep expertise in quantitative models and strategies, institutional risk management, financial product pricing and valuation, quantitative investment and trading, and systematic investment management. He has led and successfully delivered major international projects in quantitative finance and risk management, covering business and organizational structure design, professional team building, financial product management, investment strategy development, and systematic operations. He currently serves as an Adjunct Professor in Data-Driven Modeling at the Hong Kong University of Science and Technology (HKUST), with research interests including natural language processing, neural networks, and emerging approaches to asset management.

PHOTO TO BE UPDATED

Zhiyuan Zhou, M.Sc.

Chief Research Officer

Zhiyuan Zhou holds a master's degree in Computer Science from Kunming University of Science and Technology. He has eight years of experience in quantitative investment management and trading, with prior roles at private investment funds and the asset management division of a securities firm. He has managed live capital and developed extensive experience spanning strategy research, portfolio construction, and trade execution. He has also contributed to the development and implementation of quantitative strategy frameworks for several major banks. He holds the Chinese Securities Practitioner and Fund Practitioner qualifications, and received a National-Level Third Prize.

Start with understanding your present,
and walk toward a longer future.

Arrange a consultation