Regan has been a leading personality in Greater China wealth management for the past 20 years, and is a trusted confidant and investment advisor for some renowned dynasties. At Hywin, Regan leads a team dedicated to serving Hywin clients’ full range of private banking needs (on EAM basis), including private banking accounts, portfolio management, premium financing, commercial and residential real estate financing, jet & yacht financing as well as small-scale cross boarder M&As. Prior to Hywin. Regan held senior roles including Chief Executive of Glory sun Wealth Management (1282.HK), Associate Director of Haitong International Wealth Management (655.HK), etc. As recognition of his expertise, Regan won numerous wealth management awards including most recently Master Agency Award (MAA) and International Management Titanium Award (IMA) from GAMA International. Regan holds a Bachelor of Financial Services degree from the University of Bradford; he was among the very few Chinese to be bestowed the “Bank of Scotland Award’, a distinction applauded by the Chinese diaspora in UK. Before returning to Hong Kong, Regan Served as Certified Management Accountant in Leeds and Manchester; — and was known for his professional excellence.
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The Evolution of DPM in Asia and Offering Tailored Portfolio Management at Scale Hubbis assembled an erudite and influential panel of private bankers, IAM leaders, digital platform experts and asset managers on May 19 to discuss how they are adapting their business models to help produce more recurring and more predictable revenues, to promote active management of portfolios, an....
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