Hong Kong is reinforcing its status as a premier destination for family offices, with the recent establishment of Jadewell Family Office's headquarters and the successful 2025 Wealth for Good in Hong Kong Summit (WGHK) underscoring the city's growing appeal for high-net-worth individuals seeking sophisticated financial services and cross-border investment opportunities.

Jadewell Family Office Establishes Hong Kong Headquarters

Jadewell Family Office, an independent wealth advisory firm, has established its headquarters in Hong Kong, attracted by the city's strong financial infrastructure and expanding family office sector.

"Hong Kong, Asia's largest cross-border wealth hub and second only to Switzerland globally, is on track to surpass Switzerland by 2027," said Arnold Lau, Associate Director-General of Investment Promotion at Invest Hong Kong (InvestHK). "Jadewell Family Office's presence further cements Hong Kong's status as a global wealth management centre."

Co-Founder and CEO Ann Yu emphasized the firm's mission to serve affluent clients. "As wealth transitions to the next generation, we streamline portfolio oversight across multiple custodians while educating clients on investment fundamentals and private banking, ensuring transparency and mitigating conflicts of interest."

Founded in 2024, Jadewell Family Office operates under Hong Kong's Securities and Futures Commission, holding Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses. Its independent, conflict-free advisory model meets the rising demand for bespoke wealth management in Asia's financial capital.

Wealth for Good Hong Kong 2025: A Premier Family Office Summit

As part of Hong Kong's Wealth and Investment Mega Event Week, the third WGHK Summit brought together 360 leading family office principals, industry experts, and policymakers from around the globe. Under the theme "Hong Kong of the World, for the World," the event reinforced the city's role as a nexus for investment, philanthropy, and innovation.

Financial Secretary Paul Chan highlighted Hong Kong's advantages: "With top-tier financial services, diverse investment opportunities, and a thriving philanthropy ecosystem, Hong Kong is a prime destination for family offices. Our focus on green technology and AI further enhances the city's appeal to next-generation wealth owners."

Discussions centered on impact philanthropy, wealth preservation, and tech-driven sustainable investments. Notable speakers, including Robert Buchbauer, Vice Chairman of Swarovski International Holding, and Joe Tsai, Co-founder of Alibaba Group, underscored Hong Kong's stability, free-market principles, and dynamic financial landscape as key assets for family offices.

The summit concluded with a gala dinner overlooking Victoria Harbour, fostering connections among global investors and family offices.

A Rising Force in Global Wealth Management

With strategic policy initiatives, regulatory support, and a focus on innovation, Hong Kong is poised to rival traditional wealth management centres. As more global family offices establish a presence, the city continues to evolve as a leading hub for cross-border investment and sophisticated financial services.