Your Independent
Weath Management Advisor
We aim to provide “single-family office” type of tailor-made services, but in a hassle-free “multi-family office” setting for High Net Worth Families in Hong Kong.
Our VALUES
We're on
your side.
We aim to relieve your administrative burdens from investment management.
We look after
your wallet.
We help monitor pricing and ensure portfolio efficiency under a transparent fee structure.
We get the
big picture.
We analyze your portfolios across banks to provide a comprehensive view for new investment.
Our APPROACH
Consolidate
Consultation
Coaching
Tailor-made SERVICES
according to each family's need.
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Consolidated porfotilio review across banks
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Filtering financial recommendations
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Administrative banking matters
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Project-based analysis
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Customized research and updates
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Systematic knowledge sharing
Meet with OUR TEAM
In 2024, Ann and Leo co-founded Jadewell Family Office. We aim to do something different – something meaningful and useful for our clients and serve them with a brand new mindset.
CEO
Ann Yu, CFA
Ann was born and raised in Taiwan. She started her private wealth management career in Hong Kong in 2008. She worked for JPMorgan, Morgan Stanley and UBS as investment advisor. She specialized in multi-asset portfolio management, stocks and fixed income trading, funds selection, and idea generation.
Ann graduated from National Taiwan University and she holds a MBA degree from The University of Hong Kong.
COO
Leo Chan, CFA
Leo started his career in JPMorgan Rates Research and he worked in Private Bank as an investment advisor for Ultra-High-Net-Worth families.
He graduated from The Chinese University of Hong Kong with a bachelor’s degree in Quantitative Finance.
Our BLOGS
Keep up with Our UPDATE.
