About Us

Jojo Chan, Head of Infrastructure

MBA (US), MMus (US), CFP® (US)

Over 25 years of experience acting as senior executive across private bank, premium banking, private wealth, and brokerage industry including Charles Schwab, ABN AMRO, RBS, ANZ, DBS, Standard Chartered, and Coutts & Co.  Possesses international exposure in US, Southeast Asia, and Greater China in leading global projects and initiatives. 

Jojo has been a Certified Financial Planner in US since 2002.  She is the architect and engineer of the infrastructure at Winland Wealth. Her key responsibilities include product compliance, investment strategies, policy implementation, marketing, and platform design.