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Alan Chan

Senior Client Service Associate at Citigroup Inc.

Alan Chan is a Senior Client Service Associate at Morgan Stanley Private Wealth Management, specializing in providing tailored support to ultra-high net worth clients across wealth management, estate planning, and family governance. While his primary responsibilities involve client service and operational support, he works closely with advisors within the Cushman Group, ensuring seamless integration of investment and philanthropic solutions for clients. Alan Chan brings years of industry experience in client-facing roles, though specific performance metrics and company coverage are not publicly detailed. He is recognized for his commitment to service excellence and is affiliated with Morgan Stanley's suite of family office resources solutions.

Alan Chan's questions to Futu Holdings (FUTU) leadership

Question · Q1 2025

Alan Chan from Citi asked for an updated view on the Hong Kong market, including growth headroom beyond the 40% market share target and the competitive threat from new entrants. He also requested a breakdown of interest income between idle cash and other sources.

Answer

Daniel Yuan, Head of Strategy & IR, expressed confidence in Hong Kong's growth potential, stating that Futu's strong brand, product innovation, and high client stickiness (98-99%) form a robust competitive barrier. CFO Arthur Yu Chen specified that income from idle cash constituted 35-40% of total interest income in Q1, driven by strong asset inflows.

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