WRISE
Joel Tan is the Chief Executive at WRISE Wealth Management Hong Kong. Prior to this role, Joel held positions such as Head of Private Wealth at Safari Asia Limited, General Manager at China Zhong Heng Finance Group Limited, and Senior Director at Standard Chartered Bank. With a background in banking and finance, Joel has also served as General Manager at 恒威集团 and Vice President at HSBC. Joel holds a Master of Business Administration degree in Accounting and Business/Management from the University of Management and Technology.
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WRISE
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At WRISE, we see ourselves as the next generation of wealth management. Our unique client-centred philosophy and innovative wealth solutions distinguish us from the rest. We approach wealth management holistically. It begins with a profound understanding of our clients' wealth aspirations. We then harness the deep expertise of our people and leverage the power of technology to create an exceptional wealth management experience for our clients. Our proprietary and cutting-edge digital wealth management platform gives our clients complete control and transparency over their total wealth easily, anytime and anywhere.