Skip to content

Ronnie Chan

Senior Manager


Ronnie Chan holds a Bachelor of Science (Economics) from London School of Economics (UOL). He held various leadership roles with over twenty years of experience in private wealth management & investment banks including UBS, Credit Suisse, Julius Baer & JP Morgan.
Leading change management with a firm business, operations & consulting background, Ronnie has a sound understanding of banking procedures & cross-functional roles from front-to-back from a process improvement, regulatory & risk control perspective. Ronnie joined finalix in 2019.


  • Certificate for Family Office Practitioner (WMI Accredited Modules)
  • Certified SAFe® 5 Product Owner/ Product Manager
  • Certified Scrum Product Owner (CSPO)
  • Certified Scrum Master (CSM)
  • PRINCE2 Practitioner
  • Capital Markets & Financial Advisory Services (M5 & M9)
  • Investment Representative Licence (Monetary Authority of Singapore)


  • Tennis
  • Golf
  • Guitar
  • Whisky / Sake tasting

Last projects

  • Digital intermediaries platform
  • Principal vs. agent implementation
  • Wealth managment platform transformation