My experiences lie in Investment management and estate planning strategies. My team and I have engaged and helped numerous HNW clients’ to insure and grow their wealth via our tailored plans and proposals.I joined MFA , the largest independent financial advisory firm backed by a reputable insurer to offer a myriad suite of products from multiple insurers and wealth providers, allowing me to tailor solutions that best fits the needs of my clients.Speak to our team and myself to have a discussion on the following:1)Investment and Portfolio Management - we are able to provide detailed analysis of your current portfolio and provide clear risk management strategies to achieve your financial goals 2)Wealth Transfer/Estate Planning - Strategies to protect and distribute your assets through legacy planning3)Retirement Planning - Enhancement of passive income stream to have a carefree retirement Feel free to drop me a message or connect to have a non-obligatory discussion
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Group CeoFinsol Global AdvisorySingapore -
Group Managing DirectorFinsol Global Advisory Mar 2024 - PresentSingapore, Malaysia, Japan, Indonesia, VietnamInternational Corporate Advisory ServicesSolutions:-Merger & Acquisition-Project Financing-Private Credit-Fund Raising-Business Consultation-Corporate Finance-Tax Advisory-Leveraged Buy Out-Mezzanine Financing
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Managing PartnerStarling Asia Sep 2023 - PresentSingapore-Merger & Acquisition-Project Financing-Private Credit-Fund Raising
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Relationship DirectorManulife Financial Advisers Pte Ltd Dec 2022 - PresentSingaporeAt Manulife Financial Advisers, we are committed to putting our clients’ needs first.Our clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs.As a Relationship Director with Manulife Financial Advisers Pte Ltd, my role is to provide trusted financial planning expertise and insights to my clients, enabling them to attain their financial goals and aspirations in life.I am adept and well-versed in financial and insurance solutions, including wealth management, investment, and health protection adopt a holistic, solutions-oriented approach to developing best-in-class tailored solutions for clients.In addition, I take care of each unique business planning aspect by providing advice and solutions to help business owners protect their businesses. I am committed to protecting my client’s legacy and securing the financial future of those who matter to them. -
Priority Relationship ManagerStandard Chartered Bank Mar 2020 - Feb 2023Sixth AvenueWell versed in HNW wealth management (Investment Management , Financial Planning , Treasury Solutions) CEO Challenge Winner -
Senior Wealth Planning Manager (Insurance Specialist)Dbs Bank Apr 2018 - Feb 2020 -
Wealth Planning Manager (Insurance Specialist)Dbs Bank Jan 2018 - Mar 2018
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Relationship ManagerDbs Bank Feb 2017 - Dec 2017Clementi
Chris Yu Education Details
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Economics
Frequently Asked Questions about Chris Yu
What company does Chris Yu work for?
Chris Yu works for Finsol Global Advisory
What is Chris Yu's role at the current company?
Chris Yu's current role is Group CEO.
What schools did Chris Yu attend?
Chris Yu attended University Of East Anglia, Temasek Polytechnic.
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