Wisdom Family Office

A Heartfelt Thank You to HKU Master of Family Wealth Management Programme! ✨🎓 We at Wisdom Family Office are deeply honored and grateful for the opportunity to be part of the HKU Master of Family Wealth Management Programme. A special thank you to Ms. Bonnie Leung, Programme Director, for extending the invitation and for her warm welcome, allowing our Chairman, Mr. Grant Ko, and COO, Ms. Charmie L., to deliver a guest speech to an eager audience of 70 students.   During our session, we had the pleasure of introducing the current functionalities of Wisdom's cutting-edge IT platform and sharing our exciting future goals for technology in the family wealth management sector. It's truly inspiring to witness the enthusiasm and commitment of the next generation of family wealth managers.   As the global demand for skilled professionals in this industry continues to grow, we are excited to see how HKU's interdisciplinary approach—encompassing not only finance and wealth management but also history, ethics, cultural competence, and social responsibility—will equip students with the comprehensive skills needed for success in this evolving field.   Thank you once again to HKU for this wonderful opportunity, and we look forward to future collaborations that will continue to advance the family office industry!   #WisdomFamilyOffice #HKU #FamilyWealthManagement #Innovation #FutureLeaders #Collaboration #TechnologyInFinance

We are thrilled to announce that Wisdom Family Office has been recognised as UBS' "GFIM HK Outstanding Business Partner 2024", marking our second consecutive win since the award's inception in 2023. We are also honoured to be the first recipient of this prestigious award in 2024. This recognition is a testament to our unwavering commitment to excellence and symbolises the trust and reputation we hold within the industry. We extend our heartfelt appreciation to UBS for their trust and partnership. Together, we continue to strive for excellence and dedication. 滙智家族辦公室榮獲瑞銀集團頒發「最優秀香港GFIM業務合作夥伴2024」殊榮。這是自2023年該獎項創立以來，我們連續第二年獲此殊榮，並成為2024年首位獲此殊榮的合作夥伴。這項殊榮體現了我們對卓越的承諾，象徵著我們在業界的信任和聲譽。我們衷心感謝UBS的信任與合作。攜手共進，我們將繼續追求卓越和優質服務。 #WisdomFamilyOffice #MultiFamilyOffice #UBS #AssetManagement

The FOAHK 2025 Case Competition registration deadline has been extended to 17 Dec 11:59 PM (HKT/SGT), don't miss out on this excellent opportunity:

🌱 Calling students from all majors and every corner of the globe – this is YOUR moment to shine! We are thrilled to announce that the Family Office Association Hong Kong (FOAHK) #CaseCompetition 2025 is now open for registration! It's not just a competition; it's a launchpad for your career to reach new heights! Shortlisted teams will receive mentorship from experts in #AlternativeInvestments and have the chance to present their ideas to seasoned industry professionals. 💡 Who Can Join? Students from all majors—whether you're an undergraduate or a recent graduate. Students from all around the world—apply as a team of 3 or 4. 💡 What’s in Store? - Interview opportunities at 10+ asset management firms - Cash prize of up to $5,000 - Mentorship from Hong Kong’s industry experts - A chance to impress judges with your innovative solutions and critical thinking - The opportunity to shine in a cross-region competition - Letters of recommendation from FOAHK - More mentors, judges, and interview opportunities to be revealed in due course! Join forces and seize the opportunity to register your team (3–4 members) by the #deadline at 11:59 pm on 13 December 2024 (HKT/SGT). #Register now: https://lnkd.in/gTsX8zep For more details, visit: https://lnkd.in/gevAXc3T For inquiries, email: casecompetition@foahk.org We’d also like to take this opportunity to extend our heartfelt gratitude to VMS Group and the Financial Services Development Council for their invaluable support towards Family Office Association Hong Kong. Thank you for being an integral part of our journey! Don’t wait—seize the opportunity to elevate your future! #TalentDevelopment #YoungTalents #Internship #WealthManagement #CaseCompetition #AssetManagement #WisdomAssetManagement #AlternativeInvestment #FOAHK  

As a founding member of the Family Office Association Hong Kong, Wisdom Family Office celebrates the success of 2024 Summer Internship Program at the Annual Gala Luncheon earlier this week. Wisdom Family Office and FOAHK collaborated to deliver an impactful eight-week internship program, supported by the Honourable Mr. Joseph H.L. Chan, Under Secretary for Financial Services and the Treasury, along with leading experts from banking, fintech, private equity, legal, and financial services. This program provided young professionals with valuable insights into the dynamic world of family offices. As the Chair of FOAHK Education and Research Committee, our Chairman, Mr. Grant Ko, is a strong advocate for driving key educational initiatives. In his keynote address, he celebrated the achievements of the 2024 Case Competition and the Summer Internship Program, while unveiling exciting plans for 2025.  Next year, we embarked on several impactful collaborations, including partnering with The Chinese University of Hong Kong on a white paper initiative, joining forces with The University of Hong Kong Family Wealth Management program to launch a master's-level Capstone Project, and working with VMS Group to begin the 2025 Case Competition. We extend our heartfelt gratitude to all participants who contributed to the success of this year’s gala and programs. Together, we look forward to building on these accomplishments and making 2025 another remarkable year. #AnnualGala #WisdomFamilyOffice #FOAHK #FamilyOffice #HongKong #Internship #CaseCompetition #EducationAndResearch #TalentDevelopment #CUHK #HKU

Wisdom Family Office is honored to be recognized by Nomura Asset Management as the "Nomura Preferred EAM Partner" for the years 2017 to 2024! This prestigious award reflects our strong partnership with #Nomura over these years, and Wisdom's continuous commitment to deliver outstanding service and innovative solutions for our clients. We look forward to many more years of growth and innovation alongside #Nomura. 滙智家族辦公室榮獲野村頒發之「2017至2024年野村首選EAM合作夥伴」，這一殊榮不僅彰顯了我們長久以來與 #野村 穩固的合作關係，更加肯定了滙智在家族辦公室領域不斷追求卓越、為客戶創造價值的承諾。我們期待未來能與 #野村 一起攜手創新、繼續突破自我。 #Familyoffice #multifamilyoffice #WealthManagement #BusinessPartnership #Partnership #Awards #Nomura

Wish everyone a happy Mid-Autumn Festival and may all your wishes come true. 中秋佳節，祝福大家天上月圓圓，心中事圓圓。 #MidAutumnFestival #Celebration #Festival  #WisdomFamilyOffice #WisdomAssetManagement #FamilyOffice

🎬 A Journey of Self-Discovery with Edward Lam - “Seeing the Unseen 找到看不見的自己”🎬 We are delighted to share highlights from our recent fireside chat featuring renowned director Edward Lam (林奕華), held exclusively for #WisdomFamilyOffice ’s summer interns. This unique event was a profound exploration of #selfdiscovery and existence through the lens of #cinema, adding another enriching chapter to our diverse internship program this year. Edward captivated our interns by using movie clips to illustrate the concept of understanding one's identity and how others perceive us. As he eloquently put it, 「人生就是看不見自己的過程」 (“Life is a process of not seeing oneself”), and 「戲劇就是追求折射，他人對你的認知，折射才會有不同的角度」 (“#Drama is about seeking reflection; it's others' perceptions that provide different angles”). The inspirational session allows both our interns and employees to reflect on their purpose and different possibilities in life, equipping us with fresh perspectives to navigate the complexities of life and work. We extend our gratitude to Edward for his inspiring insights and gave this special “moments” to our interns. The collaboration with Director Lam ignites an unexpected spark between the #dramaindustry and the #financialservices industry. This event underscores our commitment to nurturing young talents by offering transformative learning experiences. We hope that this seminar has enriched our interns' understanding in a new perspective and equipped them with valuable insights for their future journey. #LifeLesson #KnowledgeSharing #WisdomAssetManagement #AssetManagement #WealthManagement #MultiFamilyOffice #FamilyOffice #TalentDevelopment #YoungTalents #Internship #SummerInternship

We are thrilled to extend our heartfelt appreciation to the Financial Services and the Treasury Bureau (FSTB) for hosting an enlightening seminar for the 2024 Family Office Association Hong Kong interns in collaboration with #WisdomFamilyOffice last week. The session was led by Joseph HL Chan, the Under Secretary for Financial Services and the Treasury, whose insights illuminated the financial landscape for our aspiring interns. The seminar delved into the dynamic landscape of the financial industry in #HongKong, exploring cutting-edge topics such as #GreenFinance and #CentralBankDigitalCurrencies (#CBDCs). Mr. Chan provided a comprehensive outlook on the financial sector's evolution and the avenues for growth and innovation, and used compelling data to further underscore the city's core competitiveness as a preeminent #Internationalfinancialcenter. Mr. Chan shared his visionary views on the development of the family office industry and the government's commitment to fortifying Hong Kong's position as a global #familyofficehub. He also shared his personal career journey and invaluable advice, inspiring our interns with his expertise and wisdom. Our chairman Grant Ko shared his insights on the importance of collaboration between government and the industry, and offered encouraging words to our interns to conclude this wonderful seminar. We hope to prepare the next generation of leaders in family offices for the upcoming new challenges and opportunities with this a unique opportunity to hear from Financial Services and the Treasury Bureau and Mr. Joseph. This collaborative event exemplifies our dedication to empowering the next generation of finance professionals through education and cross-industry exposure.   #FinancialServicesAndTreasuryBureau #WisdomAssetManagement #AssetManagement #WealthManagement #MultiFamilyOffice #TalentDevelopment #YoungTalents #Intern #Internship #KnowledgeSharing

Last Friday (August 2nd), Private Wealth Management Association (PWMA) and Family Office Association Hong Kong co-organized a fantastic panel talk session for the combined 2024 summer-interns. This event, with the topic of “How Tech and AI: Changing Wealth Management” and “Synergies and Challenges: Exploring the Dynamic Relationship Between Family Offices and Private Banks”, is organized in collaboration with #WisdomFamilyOffice, added an enriching chapter to this year’s diverse internship program. A heartfelt acknowledgment goes to Vivien K. (#PWMA, CEO) and Grant Ko (#FOAHK, Chair of Education and Research Committee) for their exceptional efforts in organizing and hosting this panel. And a special thank you to UBS for providing the event venue. The session, hosted by Jim Kwok (Topaz Family Office Limited, CEO & Co-founder), featured distinguished speakers Steffanie Yuen (Endowus, Head of Hong Kong), Pak-Sun Ting (Votee AI, CEO & Founder), Kenny Ho (Carret Private Capital Limited, Managing Partner), Yves Klenk (Julius Baer, Head of Investment Advisory & Product), and Christophe Lee (Sun Hung Kai & Co. Limited & Co, CEO), who made the discussions truly memorable. Steffanie and Pak shared key statistics on value addition, the importance of human touch, and #AI's implications for wealth management. Kenny, Yves, and Christophe enriched the conversation by discussing the synergistic relationships between family offices and private banks and emphasizing the importance of personalized service. Lastly, the combined Q&A session was particularly lively, with insights on career paths. Christophe touched on the “rising generation”, while Kenny emphasized the importance of seizing opportunities and striving for excellence. Yves discussed his apprenticeship journey, and Steffanie shared her candid reflections from her investment banking days. Each speaker highlighted the ups and downs of their careers, including the challenges of relocation and the valuable insights gained throughout their life experiences. The insights shared were invaluable for the interns in attendance. This panel talk truly fostered growth and learning. The collaboration between FOAHK and PWMA, ignites the partnership between #privatebanks industry and #familyoffices, and we will continue to work together to build a thriving #PrivateWealthManagement Ecosystem. #WisdomAssetManagement #AssetManagement #WealthManagement #MultiFamilyOffice #TalentDevelopment #YoungTalents #Intern #Internship #SummerInternship #KnowledgeSharing