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Philip Chan

I will provide personalised financial advice to help you achieve your financial independence
Hong Kong, Hong Kong SAR
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Philip Chan

I will provide personalised financial advice to help you achieve your financial independence
Hong Kong, Hong Kong SAR
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Philip Chan is a financial expert with over 30 years of experience helping clients achieve their financial goals. As a Consultant at St. James's Place Wealth Management in Hong Kong, he provides impartial advice on savings, retirement planning, and intergenerational transfer. Philip is dedicated to building long-term relationships with his clients and providing them with trusted advice as their financial needs evolve. He is known for his professionalism and integrity and keeps his promises, regularly communicating with his clients.

Philip's career began in securities, where he gained broad knowledge of institutional business through equity analysis, equity capital markets, and institutional sales. He has worked for various firms in the United Kingdom and Hong Kong. At St. James's Place Wealth Management, Philip has provided broad-based advice on financial and retirement planning and wealth transfer. His clients include directors, professionals, and retired individuals, for whom he has helped find practical and investment solutions for their financial concerns.

As an experienced financial professional, Philip has received numerous accolades for his work. Notably, he achieved the third-place ranking for "Best Salesperson in HK" in the 2011 Asiamoney institutional investors' poll. Philip studied Chemistry at Cardiff University and completed his A Levels at St. Mary's College.

This public profile is provided courtesy of Clay. All information found here is in the public domain.