Gary Chan Email & Phone Number
Associate Partner @ Jadeite Family Office
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Gary Chan Location
- Hong Kong
Gary Chan Work
- Associate Partner @ (September 2024 - Present)
- Branch Manager @ (September 2024 - Present)
- Associate Director @ (July 2022 - July 2024)
- Associate Director @ (September 2011 - July 2024)
- Manager, Business Development @ (October 2009 - September 2011)
Gary Chan Education
- The University of Hong Kong
CFP (Finance and Financial Management Services)
2008-2010 - The University of Hong Kong
Gary Chan Skills
- Asset Allocation
- Cross Selling
- Derivatives
- Estate Planning
- Family Offices
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planners
- Financial Planning
- Fixed Asset Management
- General insurance
- Group Medical
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Marketing Strategy
- Mutual Funds
- Overseas Property
- Pensions
- Personal Financial Planning
- Portfolio Management
- Retirement
- Trusts
- 人壽保險
- 信託
- 個人稅務規劃
- 健康保險
- 團體保險
- 定期人壽保險
- 家庭辦公室
- 意外險
- 遺產規劃
Gary Chan Summary
- Gary Chan, based in Hong Kong, is currently a Associate Partner at Jadeite Family Office. Gary Chan brings experience from previous roles at FWD Insurance, OnePlatform, Convoy Global Holdings Limited and 銀聯集團. Gary Chan holds a 2008 - 2010 CFP in Finance and Financial Management Services @ The University of Hong Kong. With a robust skill set that includes Asset Allocation, Cross Selling, Derivatives, Estate Planning, Family Offices and more. Gary Chan has 2 emails and 1 mobile phone numbers on RocketReach.
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