Over three decades of global investment experience; a leading authority in family offices and asset management.

Professional Background

Mr. Percy Chan possesses over 30 years of profound experience in financial investment and family offices. He specializes in asset management, Pre-IPO/IPO investments, and market research, with extensive expertise in global investment and risk management hedging strategies.

Mr. Chan began his career in 1997 as a Management Trainee (MT) at HSBC Investment Bank (Asia). Since then, he has held pivotal investment and wealth management positions at world-renowned financial institutions, including Citibank, Standard Chartered Bank, Amundi Asset Management, and The Bank of East Asia. Throughout his career, he has led global investment and market research initiatives, providing strategic counsel to core institutional clients and top-tier family offices, with assets under management (AUM) exceeding HKD 10 billion. During his tenure at Amundi, he also provided investment direction and portfolio recommendations to global financial giants such as UBS, Merrill Lynch, Cathay Life Insurance (Taiwan), and ING Insurance (Taiwan).

As a deeply rooted in the family office sector, Mr. Chan was invited as early as 2016 to share industry insights alongside top global experts, including Howard Cooper, a visiting professor at Yale University, and Ralf Schlaepfer, Managing Director at Deloitte Switzerland. He is currently a member of the Forbes Global Alliance Family Office Chapter and the RFO Global Alliance Expert Think Tank. In 2021, he was invited to deliver a masterclass on the top-level design of family offices and wealth succession to the executive management team of China Life (Overseas).

Media Influence and Accolades

Leveraging his exceptional market insights, Mr. Chan is frequently invited by mainstream media outlets—such as Forbes, Now Business News (Hong Kong), RTHK, China Securities Journal, Yicai (First Financial), and Money Weekly—to provide expert commentary on macroeconomic trends and financial markets. He has been honored with prestigious industry accolades, including "Most Influential Economist" and "Market Forecaster of the Year." In addition, he serves as an Adjunct Professor at Shanghai Jiao Tong University and the Shanghai University of Finance and Economics.