Managing Director, North Asia
Sherrie joined Vistra as the Managing Director of Vistra China in February 2018. She leads Vistra’s overall China business, overseeing the continuing growth of Vistra’s service offering to both corporate and private clients and multinationals looking to expand throughout the region, whilst leading the whole China team and structuralising the organisation, policies and framework in China.
Sherrie is a seasoned financial services professional with over 25 years’ experience. She has been working in the financial advisory and private banking field in the United States for over 15 years before settling back in China in 2007. She has worked for a number of multinationals including Bank of America Merrill Lynch, Canadian Imperial Bank of Commerce, Standard Chartered Bank, Fosun Group, and United Overseas Bank.
Sherrie is a qualified CFA and has an MBA from the USA.
Her native language is Chinese, but she also speaks fluent English and Cantonese.
Sherrie Dai speaks about building stronger client relationships in times of crisis
20 Jul 2020
The pandemic has radically changed the way people and businesses work and behave. Specifically, high-net worth individuals (HNWIs) in China have been looking for alternative ways to manage their assets in the face of travel bans and overseas lockdowns…
Jonathon Clifton and Sherrie Dai publishes opinion piece in South China Morning Post
14 Oct 2019
Sherrie Dai Talks to China Financial Herald about Family Wealth Protection in China
24 Apr 2019
Succession Planning for China’s Wealthy
18 Apr 2019
Sherrie Dai Interviewed by National Business Daily on Family Trust in China
08 Jan 2019
Sherrie Dai Featured in Wealth Management Magazine
12 Nov 2018