Business Development Director of Inheritance Asset Management Limited

Business Development Director

Mr. Keith Chan

Mr. Chan has worked in leading international financial institutions such as Royal Bank of Canada, ABN AMRO Bank and Standard Chartered Bank, and has accumulated rich experience in investment analysis and wealth management for more than 20 years, laying a solid industry foundation and broad global vision. He not only has a keen insight into the subtle changes in domestic and foreign financial markets and accurately captures fleeting investment opportunities, but also has a deep understanding of the rules and legal compliance framework of the global capital market to ensure that every transaction operates efficiently within the framework of legal compliance.

Additionally, with more than 10 years of practical experience, Mr. Chan has profound knowledge in a wide range of bond products, including government bonds, corporate bonds and financial bonds. He can accurately analyse the macroeconomic variables, policy orientation and market sentiment, and conduct a comprehensive and in-depth assessment of the credit risk, interest rate risk and liquidity risk of bonds, so as to formulate a stable and efficient trading strategy. Furthermore, he is adept in risk management and control by using financial instruments to ensure stable returns in a complex and volatile market condition.

Areas of Specification

Expertise in the investigation of potential investment

Mr. Chan has deep expertise in potential investment investigations and is able to provide in-depth insights into corporate fundamentals, financial condition, market position and future growth potential. Through thorough due diligence, he is able to accurately identify the value and risk of investment opportunities and provide comprehensive and objective investment advice to investors. This ability enables him to navigate a complex and volatile investment environment while generating sustainable returns for his clients.

Specialise in the risk management process to comply with various jurisdictions

In the context of globalisation, Mr. Chan is well aware that the laws and regulations of different jurisdictions have a significant impact on investment activities. Therefore, he focuses on establishing a comprehensive risk management process to ensure that all investment activities are conducted in strict compliance with local and international laws and regulations. By continuously tracking legal changes and strengthening internal compliance training, it effectively reduces the risk of cross-jurisdictional investment and provides a solid guarantee for the safety of clients’ assets.

Education & Professional Qualifications

Graduated from the Department of Finance, Seattle University, USA

Contact: chan@cgmasset.online
Phone: +18800 000335