Wendy Fan has over a decade of experience in administrative and managerial roles within the financial services sector. Currently serving as the Executive Assistant and Office Manager at St. James's Place Wealth Management – Asia since September 2013, Wendy Fan has previously held positions as Executive Assistant and Personal Assistant to the Chief Executive Officer in Hong Kong. Prior to this role, Wendy Fan worked as a Private Client Administrator at Perpetual Limited and as a Paraplanner and Office Manager at White Financial Services. Wendy Fan holds a Bachelor's Degree in Computer Science from the University of New South Wales (UNSW).
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St. James's Place – Asia & Middle East
Managing your wealth should be simple. That’s why we’re making it personal. At SJP, we give you face-to-face, one-to-one guidance to help you achieve your life goals. We also provide access to our leading range of investment products. As a FTSE 100 company with £157.5 billion in managed funds, we can introduce you to some of the best talent in the industry. You’ll build a personal, mutual relationship with your Partner, who’ll always work with one goal in mind. That goal is set by you. Your vision for the future is unique. Yet, whatever your plans, and with offices in Singapore, Hong Kong and Dubai, we believe you’d rather take advice from someone you trust. That’s why we want you to know us, just as much as we want to know you. The value of your investment can go down as well as up. You could get back less than you invested. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. St. James’s Place (Singapore) Private Limited is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851. St. James’s Place (Hong Kong) Limited is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852). Members of the St. James’s Place Partnership in the Dubai International Financial Centre represent St. James’s Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.