Company
Index
UHNW Wealth Managers
Wealth & Investing
Location
London
Advice type
Investment solutions
Family offices
Relationship management
Client type
Family offices
HNW
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Customer type
Private banker
Chuan Yang Chee
Spear’s Review
Chuan Yang ‘CY’ Chee joined UBS in 2011 as a graduate trainee in the bank’s wealth management division. He started as an investment specialist advising on portfolio construction and asset classes before becoming a fully fledged client adviser in 2014.
In 2021, Chee moved from the global family office team in Singapore to the UHNW client-advising team in London. Today his UHNW clients have anywhere from £300 million to £1 billion-plus in assets, with many residing in either Asia or Europe.
On a day-to-day basis he deals directly with wealthy families who require international and institutional financial advice. In regards to his skillset, Chee said that he is ‘client and service oriented, and values a collaborative relationship with clients and co-workers’.
Rank: Top Recommended
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