Insurance, trust and family office conglomerate Lioner has appointed an industry veteran, most recently at Charles Monat, to join as a partner.
Andrew Chan joins Lioner as a new Hong Kong-based partner, according to a statement.
Chan has over 20 years of wealth planning experience across private banks, insurance brokers and accounting firms. He was most recently the deputy general manager of Charles Monat Associates in Hong Kong since 2018. Previously, he was also a team leader for private client services at Mercer and the North Asia head of fiduciary and trust services at Standard Chartered Private Bank.
3-in-1
According to Lioner, it has a unique positioning as the only integrated insurance, trust and family office conglomerate founded by ethnic Chinese partners.
«In Asia, many high-net-worth individuals and families are faced with endless succession planning concerns and challenges and are continuously looking for a conglomerate like Lioner with an integral and all-in-one services platform to address their complex needs,» said Lioner’s responsible officer Joseph Lin.
«As a Malaysian Chinese wealth planning professional, I am very keen in leveraging my experience in helping those who have been bombarded with confusing marketing information in the ever-changing and complicated landscape of family office or wealth planning sectors,» Chan added.
