People Moves
BNY Mellon Wealth Management Steps Up Asia Business Drive With Senior Hire; More Planned
BNY Mellon Wealth Management has hired Vivian Chan as wealth director of business development in Hong Kong, with further appointments in the pipeline.
BNY Mellon Wealth Management has hired Vivian Chan as wealth
director of business development in Hong Kong, with further
appointments in the pipeline, the firm said. She previously
worked at Oppenheimer & Co in Newport Beach, in the US.
In her new role, she will provide comprehensive discretionary
investment and wealth management services to high net worth
individuals and families. Chan reports to Chuck Long, head of
greater China for BNY
Mellon Wealth Management.
BNY Mellon’s recent launch of new enhanced wealth management
services out of its Hong Kong office signifies a marked expansion
of its Asia-Pacific wealth management presence, it said in a
statement yesterday.
“The firm plans to hire additional wealth directors, portfolio
managers and other professionals as its client base grows,” Long
said.
At Oppenheimer & Co, Chan was a director of investments
responsible for creating customised financial strategies and
solutions for high net worth families. Her practice also focused
on serving female executives and women in transition from divorce
or widowhood. She has 20 years of financial services experience,
half of which focused on providing strategic wealth
management/private banking services to high net worth clients.