Alex Chan

Partner, Alto Cognito

Location: Hong Kong SAR

Expertise: Private Equity, Family Office Advisory, Regulatory Compliance, and Asset Management

Highlights:

  • 20+ years of experience in private equity, asset management, and wealth management, focusing on strategic growth, compliance, and risk management.

  • Held senior roles at J.P. Morgan, BNP Paribas, and Brookfield Asset Management, driving business development and optimizing financial operations.

  • Co-founded a single-family office for a Chinese principal in Hong Kong, leading investment strategies and portfolio management.

  • Recently a partner in a multi-family real estate and private equity group in Hong Kong and Singapore, shaping regional investment strategies.

  • Licensed Responsible Officer and Certified Anti-Money Laundering Specialist (CAMS) with expertise in compliance, financial crime prevention, and AML/CFT.

  • Extensive cross-border investment experience across global financial hubs like Hong Kong, New York, and Singapore.

  • Passionate mentor actively involved in advisory roles for sustainable investments, financial strategy, and regulatory compliance.

Area of Focus:

With extensive experience in private market investments and real estate strategies, Alex co-founded a single-family office for a Chinese principal in Hong Kong. Building on this foundation, he became a partner in a multi-family real estate and private equity group based in Hong Kong and Singapore, focusing on strategic growth and managing diverse portfolios across the region. His expertise lies in optimizing investment structures and crafting tailored strategies that meet client objectives.

Professional Experience:

Alex Chan is an executive with over 20 years of experience in private equity and asset management, focusing on regulatory compliance, business development, and financial analysis. He has held senior roles at J.P. Morgan, BNP Paribas, and Brookfield Asset Management, co-founded a single-family office in Hong Kong, and recently served as a partner in a multi-family real estate and private equity group in Hong Kong and Singapore.

As a Responsible Officer and Manager-in-Charge (MIC) for multiple licensed corporations in Hong Kong, Alex has deep expertise in compliance, risk management, and AML/CFT frameworks. He also specializes in family office advisory and portfolio diversification, helping clients navigate complex investment landscapes with a focus on strategic growth and regulatory alignment.

Education:

  • Master of Science (MSc) in Wealth Management, Wealth Management Institute, Singapore Management University

  • Master of Business Administration (MBA), Banking and Finance, Hofstra University

  • Bachelor’s Degree in Accounting, Adelphi University

Certifications:

  • Certified Anti-Money Laundering Specialist (CAMS)

  • Responsible Officer & Licensed Representative

  • Introduction to Impact Investing

  • Introduction to Sustainable Finance

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