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Eleanor Wan Chief Executive Officer at BEA Union Investment

Profile

Ms Wan possesses more than 20 years of experience in Asia’s asset management industry. She is a highly-seasoned veteran having represented various international asset managers in Asia. She had an extensive background in various functional areas within the mutual fund industry in Asia, including overall business development, marketing, sales, client servicing, operation and general management. Before joining BEA Union Investment in mid 2011 as its CEO, she was CEO of the Institute of Financial Planners of Hong Kong, leading the Institute’s efforts in promoting the professional standards of financial planners in Hong Kong. Prior to that, she was CEO of Allianz Global Investors Hong Kong Limited, where she was responsible for developing and implementing growth strategies and managing multinational distributors.Apart from her impressive career, Ms Wan is also involved in various public services in Hong Kong. She is currently a member of the Disciplinary Panel of Hong Kong Institute of Certified Public Accountants and a member of Professional Ethics Review Committee of the Institute of Financial Planners of Hong Kong. She had served as the Board Member of the Deposit Protection Board of Hong Kong and chaired its investment committee from 2008 to 2011. She was also a member of the Insurance Advisory Board from 2010-2013. She has been an active member of the Hong Kong Investment Funds Association, serving as a Vice-Chairman from 2006 to 2008.

Agenda Sessions