He is responsible for providing investment research and thought leadership for Asian investors and will spearhead fund research initiatives in Asia.
Prior to this, he worked as investment counselor and vice president for EFG Bank, where he advised on investment solutions and contributed to the bank’s mutual fund research and due diligence effort in Asia. He has also worked as an investment associate for Macquarie Private Bank.
Based in Hong Kong, Chan will report to Grant Kennaway, Morningstar’s head of Asia-Pacific fund research.
“We began producing qualitative fund ratings and research reports in the region about four years ago, and Wing’s appointment helps us expand our breadth and depth of coverage. His wealth management experience will add valuable insights to our research effort,” Keenaway said.
Morningstar currently covers approximately 70 funds domiciled in Asia.