Charlotte Chan, CFA, CAIA

Head of Distribution, Hong Kong Workplace and Personal Investing

Fidelity International

Charlotte Chan is Head of Distribution for the Hong Kong Workplace and Personal Investing business, where she oversees various distribution channels including digital, direct sales and relationship management teams,and leads product and platform innovation. Charlotte brings over 20yearsof experience in investment advice,focusing on managed solutions for both institutional and individual clients for their pensions and private wealth. She has held various roles at Fidelity, including Portfolio Strategist for North Asia intermediary business Director for Hong Kong defined contribution business where she focused on business development and client relationships,and investment directing for the Hong Kong institutional business.Previously, she was Managing Director, Asset Allocation at Manulife Asset Management,where she was responsible for investment communication formulti-asset strategies in Asia. Earlier in her career, she worked in Citigroup, GAM and Merrill Lynch in investment analysis and in an advisory capacity for private clients.Charlotte holds a Master of Science in Statistics from Stanford University and a Bachelor of Science in Economics (Honors) and Statistics from the University of Michigan, Ann Arbor, as well as Chartered Financial Analyst and Chartered Alternative Investment Analyst certifications.