Daniel Chang in

Daniel Chang

Observer · DISC type ci
Director, Equity Portfolio Manager at Helmsman Asset Management
📍 Taipei, Taipei City, Taiwan

Daniel is an Investment Director and Partner at Helmsman Asset Management, overseeing the firms global, sector-agnostic investment strategy. His expertise spans public and private markets, shaped by his Bachelor of Business Administration from the University of Washington and prior roles leading FinTech investments.

Fluent in both English and Chinese, Daniel maintains a connection to his alma mater. His interests also include GameStop, suggesting an awareness of market dynamics and retail investing trends. Based on his education in Seattle, he may follow local sports.

He once managed the financial modeling and bidding process for a US$500M multi-purpose land development project.

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Experience
13 Years
Current Role
Director, Equity Portfolio Manager
Job Level
Mid-senior
Location
Taipei, Taipei City, Taiwan
Personality Overview

How Daniel shows up

Value Driven
Example Seeker
Assertive

They are generally strong communicators and are not easy to convince. They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Priorities

Topics Daniel cares about

FinTech & InsurTech
Led specialized FinTech and InsurTech investment practices at Taiwan Life and CTBC, covering payments, blockchain, big data, and open banking.
Global Asset Management
At Helmsman, he manages a global, sector-agnostic portfolio in both public and private markets, focusing on a long-term investment horizon.
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Career

Work history

7-2023
Director, Equity Portfolio Manager
Helmsman Asset Management
1-2021 - 8-2023
Senior Investment Manager
Taiwan Life
1-2019 - 12-2020
Investment Manager
CTBC Financial Holding Co., Ltd
1-2016 - 12-2018
Corporate Planning Manager
CTBC Financial Holding Co., Ltd
7-2015 - 12-2015
Project Manager
CTBC Bank Co., Ltd.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Business Administration - BBA
University of Washington
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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