Joseph Wan is an experienced finance professional with a diverse background in equity analysis and investment advisory roles. They served as an Equity Analyst with Julius Baer and later worked at Fortis Private Banking as an Investment Advisory Associate. Joseph held the position of Senior Equity Analyst at Ping An of China Asset Management, focusing on HK/China sectors, and was a Vice President at Credit Suisse before progressing to the role of Executive Director - APT Advisor at UBS. Their previous experiences also include positions at Caravel Asset Management and King Yip Group, contributing to their expertise in managing investments for family offices and ultra-high-net-worth clients.
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