Director of Manager Research, Asia
Morningstar Investment Management Asia Limited
Mr. Wing Chan is Director of Manager Research for Morningstar Investment Management Asia, overseeing qualitative fund research activities in Hong Kong, Singapore, Malaysia and Taiwan, and is responsible for providing investment thought leadership on topics relevant to investors in Asia. Chan was previously investment counselor and vice president of EFG Bank, where he advised on investment solutions for the bank’s clients and relationship managers and contributed to the bank’s mutual fund research and due diligence effort in Asia. He previously worked as an investment associate for Macquarie Private Bank and as an investment consultant for Lonsec Limited.
Chan holds a bachelor’s degree in economics and finance, with merit, from the University of New South Wales, and obtained the Certified Investment Management Analyst (CIMA) designation in 2009.