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OUR LEADERSHIP
Our team is led by two accomplished principals who combine their unique skills and experiences to provide exceptional guidance and support to the two families. Their strong leadership sets the foundation for our family office, ensuring that we deliver the highest level of service in all aspects of our work.
Principal with Investment Banking Experience
Our distinguished principal with a strong background in investment banking contributes valuable insights and strategic vision to the family office. This accomplished individual holds a bachelor's degree from Tsinghua University and a master's degree from Stanford University, reflecting their commitment to academic excellence and their ability to bring a global perspective to their work.
Principal with Research and Hedge Fund Experience
One of our esteemed principals brings a wealth of knowledge and expertise to the family office, boasting over 15 years of experience in research and hedge fund management. This distinguished individual holds a CFA designation and is currently pursuing a doctoral degree, adding to his impressive educational background which includes a master's degree and a bachelor's degree from the Hong Kong University of Science and Technology (HKUST).
Partner with Wealth Management and Investment Experience
Our partner boasts more than a decade of wealth management expertise, having worked at a leading international bank. As a CFA charter holder with a master’s degree from the University of Hong Kong, she offers our clients comprehensive wealth planning advice, drawing upon her extensive knowledge in portfolio management, trading, and risk management.
Partner with Private Equity and Corporate Venture Experience
Our partner has over 8 years of growth equity and corporate investment experience from working at China's leading technology unicorn and one of Australia's largest private equity funds. Her experience in deal sourcing, investment evaluation, and corporate management offers forward-looking advice to our clients. Coming from an influential family with an esteemed art collection, she also provides valued perspectives on art investments and art advisory. She is alumni of Columbia Business School and holds a LLM degree from the University of Hong Kong.
Independent Advisor
Our independent consultant contributes over 9 years of experience in succession planning, wealth management, and entrepreneurship. Possessing a diverse background in finance, family governance, and global markets, she provides strategic advice to ultra-high-net-worth clients facing intricate financial scenarios. She holds master’s degrees from both the University of Hong Kong and the University of Cambridge.