Blackhorn Wealth Management is an independent wealth management organisation based in Hong Kong. Our team draws on decades of experience in private wealth and investing to provide best-in-class wealth solutions for our clients and their families.
As an external asset manager, we partner with the most reputable private banks. These trusted partnerships ensure that clients gain access to a diverse array of products and services to best suit their needs. Beyond private banking, we also identify alternative investment opportunities that help our clients diversify and achieve their long-term investment goals. The advisory process with clients is based on understanding, collaboration, and results.
Blackhorn Family Office is the family office governance arm of Blackhorn Weatlh Management. We provide valuable services to clients including legacy planning, trust arrangement and cross-border tax planning. Based in Hong Kong, the financial gateway of China perfectly positions us to capture the unique opportunities offered by the city’s financial connectivity and infrastructure.
At Blackhorn Wealth Management, we understand that navigating complex investment opportunities can be challenging. Through our expertise and research-driven principles, we guide our clients to customized solutions that suit their personal objectives.
Our mission is simple: We provide clients with informed strategies and open communication to deliver meaningful results.
Why work with us
Blackhorn Wealth Management is an independent wealth management organisation based in Hong Kong providing both wealth management services and family office services. Our clients are high-net-worth and ultra-high-net-worth individuals and families mainly base in China and Hong Kong.
Blackhorn Wealth Management offers a competitive advantage for clients with a wide range of wealth management services include asset allocation, wealth management, alternative investment, financing, real estate, portfolio, and legacy planning. We offer institutional services on a personalized level and leverages a large network of professionals to achieve what individuals and families need to succeed in a complex environment.
Having a strong leadership is certainly an essential aspect of achieving success of a company.
Our Founders, Mary Chiu and Yugi Lee, came from international investment banks.
Mary got her start in finance after graduating from the University of Toronto with double honours in philosophy and economics. She gained experience in investor relations and operations while working at a publicly listed company and later an Asian focused hedge fund in Hong Kong. She has gained invaluable exposure to a diverse range of roles, both as an executive and an investor, from investment banking at Morgan Stanley to Global Family Office at UBS AG providing investment solutions across the wealth management and institutional platform to prominent Hong Kong families.
Yugi, a former banker, fast tracked her career to become and entrepreneur and co-founder. She was the Director of UBS Wealth Management, and she managed ultra-high-net-worth clients include families and listed companies across China and Hong Kong. Yugi started her finance career when she was one of the founding members of the Hong Kong division of Bank of Shanghai. She later joined Credit Suisse Hong Kong in the external asset management unit before joining the UBS private banking division in 2015. Her talent and drive did not go unnoticed when she became the youngest banker at UBS Hong Kong to be promoted to a director role at just 26-years-old. She attributes her success to her client first philosophy. By demonstrating loyalty and sincerity to clients above all else, Yugi has retained a close network of clients as she advanced through her career.
Our Investment Management Consultant Team came from top-tier private banks with average year of experiences of more than 20 years. In addition to the growing of the team, a panel of board advisors support the management’s overall strategy. Mary and Yugi have enlisted the expertise of industry veterans with extensive experience in investment banking, private equity, and family offices.
The advisory board of impressive experts provide high-quality advice to the team. Nejteh Demirian, a senior director at Hashkey and former founding member of Fountainhead Partners, and Jody Leung, former CIO at Nan Fung Trinity and former managing director at Credit Suisse, offer a wealth of knowledge and experience. The investment philosophy is guided by a strategic long-term view, emphasizing portfolio diversity with downside protection. Our investment management consultant team have regular opportunities to meet with the board of advisors and share their client experiences, creating a collaborative space for instant feedback and constructive strategies.
Blackhorn Wealth Management also partnered with reputable specialists in these areas to help clients navigate their specific needs. We partnered with nine investment bank issuers and eight of the most reputable private banks to establish overseas bank accounts, specialized in Hong Kong, Singapore and Switzerland with best access to global banking platform and competitive fee structures.
Our clients are our best source of ideas and inspiration. We’re often presented with a unique set of issues for each client. Their backgrounds are diverse, ranging from real estate, commodities, technology, and services – spanning across borders. Our team works closely with clients to identify solutions that fit into their overall strategies, and we learn a great deal about operating within their specific industries along the way.
We are always looking for innovative ways to offer wealth management solutions and technology is a space that we follow very closely for ideas. Falling behind on technological trends is not an option in a fast-moving market. Our team reviews trends in this space regularly and discusses a range of topics including digital assets, software, renewables, and genomics. We are fascinated by the changing world around us and curiosity is a mindset that keeps us motivated.
