Lucy Qiu
Executive Director at Morgan Stanley | New York, New York, United States
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Lucy Qiu serves as an Executive Director at Morgan Stanley within the Wealth Management Global Investment Office, specializing in Custom Solutions for Outsourced Chief Investment Officer (OCIO) services. With a robust background in cross-asset strategy, Lucy excels in constructing and managing discretionary customized multi-asset portfolios tailored specifically for ultra-high-net-worth (UHNW) clients and family offices. Her expertise in asset allocation and thematic investment ideas allows her to deliver innovative solutions that align with her clients' unique financial goals and risk profiles.
A CFA charterholder, Lucy combines her strong quantitative skills with a deep understanding of equity research, valuation, and financial modeling to navigate complex investment landscapes. Her proficiency in data analysis and emerging markets enhances her ability to identify lucrative investment opportunities, ensuring her clients benefit from a well-rounded and strategic approach to portfolio management. Lucy's experience in investment banking and corporate finance further enriches her insights, allowing her to leverage a comprehensive understanding of market dynamics.
Fluent in Mandarin, Lucy is adept at bridging cultural and market gaps, making her an invaluable asset in a globalized investment environment. She is currently leading key projects that focus on integrating sustainable investment practices and innovative financial technologies into her portfolio strategies, positioning her clients to capitalize on emerging trends while mitigating risks. Lucy's commitment to excellence and her strategic foresight make her a trusted partner for UHNW individuals and family offices seeking to optimize their investment outcomes in an ever-evolving market.
Executive Director at Morgan Stanley in December 2021 to Present
Asset Allocation Strategist at UBS in January 2020 to December 2021
China Strategist at UBS in January 2018 to December 2019
Emerging Markets Strategist at UBS in July 2012 to January 2018
Investment Banking Analyst at UBS in July 2011 to July 2012
Summer Analyst at UBS in June 2010 to August 2010
Corporate Finance Intern at State Street in June 2009 to August 2009
Business Associate at Boston College Student Agencies in April 2007 to May 2008
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Equity Research
Valuation
Financial Modeling
Investment Banking
Corporate Finance
Bloomberg
Financial Analysis
Investments
Data Analysis
Emerging Markets
Asset Allocation
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Discover more about Morgan StanleyWhat is Lucy Qiu email address?
Email Lucy Qiu at [email protected]. This email is the most updated Lucy Qiu email found in 2026.
How to contact Lucy Qiu?
To contact Lucy Qiu send an email to [email protected].
What company does Lucy Qiu work for?
Lucy Qiu works for Morgan Stanley
What is Lucy Qiu's role at Morgan Stanley?
Lucy Qiu is Executive Director
What is Lucy Qiu's Phone Number?
Lucy Qiu's phone (212) ***-*219
What industry does Lucy Qiu work in?
Lucy Qiu works in the Financial Services industry.
Lucy Qiu Email Addresses
Lucy Qiu Phone Numbers
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