Advice Delivery and Proposition Manager
Uny Chan
Please note that the Advice Delivery and Proposition Manager is not authorised to provide financial advice.
Expertise
Uny takes a detailed approach to aiding the advisory team in portfolio construction and investment performance. He also helps them to deal with cross-border wealth structuring for business owners and HNW individuals.
Experience
Uny’s experience is a blend of his time at a Swiss boutique advisory firm as an international tax adviser; and at Amazon UK in an anti- money laundering role.
Qualifications
- BBA International Business & Finance, University of Oklahoma
- CISI Islamic Finance Qualification (IFQ)
- CISI Certificate in Investment Management (Regulated Activities 14 & 10)
- FAA Private Pilot License (P/ASEL)
Personal interests
During his childhood, Uny lived in Hong Kong, Italy, Turkey and the US; but now happily calls London home. He really enjoys cycling, both in the city and offroad. At the weekend, you’ll often find him in the history section at The Broadway Bookshop and Hatchards.
