Jadewell Family Office uses Hong Kong as headquarters to offer wealth management services
Invest Hong Kong (InvestHK) announced today (27 March 2025) that an independent wealth management advisor, Jadewell Family Office, has officially opened its headquarters in Hong Kong, leveraging the city's robust financial ecosystem and dynamic growth of the family office sector to offer one-stop-shop financial advice to its clients.
Co-Founder and Chief Executive Officer of Jadewell Family Office, Ms Ann Yu (right), and Co-Founder and Chief Operations Officer of Jadewell Family Office, Mr Leo Chan (left)
Associate Director-General of Investment Promotion at InvestHK Mr Arnold Lau said, "Hong Kong, currently the largest cross-border wealth management hub in Asia and the second-largest worldwide after Switzerland, is anticipated to surpass Switzerland by 2027, becoming the premier global centre for cross-boundary wealth management. Jadewell Family Office uses Hong Kong as its base, underscoring the city's appeal as a prime destination for investment management."
Co-Founder and Chief Executive Officer of Jadewell Family Office, Ms Ann Yu, said, "We understand that many clients in Hong Kong are seeking to transition portfolio management responsibilities to the next generation. The city offers a strong client base, a sophisticated financial ecosystem and boundless opportunities that are vital for our operations. We are committed to expanding our services beyond traditional private banking clientele to reach a wider audience in Hong Kong."
She added, "We recognise the strong demand for portfolio consolidation, analysis and monitoring among sophisticated clientele in Hong Kong who hold investment positions across multiple custodians. Our expertise is well suited to meet this demand. We also offer coaching to younger family members on investment fundamentals, interactions with private bankers and product selection, while enhancing cost structure transparency and mitigating conflicts of interest."
Founded in 2024, Jadewell Family Office aims to address the significant needs of affluent clients seeking comprehensive and conflict-free investment advisory services. It is a licensed corporation under the Hong Kong Securities and Futures Commission, holding Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses, dedicated to serving professional investors.
For more information about Jadewell Family Office, please visit www.jadewellfo.com.
For a copy of the photo, please visit www.flickr.com/photos/investhk/albums/72177720324641522.