Built on true alignment and long‑term stewardship.
Licensed under HK SFC Type 4 (Advising on Securities) and Type 9 (Asset Management).
Your Independent
Wealth Management Partner
About Us
We are on your side
Most wealth management platforms earn commissions or hidden incentives.
We operate on a zero‑commission model.
When we say we’re on your side, we mean it — structurally, financially, and philosophically.
We protect your wallet
The financial world is full of products — but not all of them deserve a place in your portfolio.
We help you cut through the noise and protect your capital from unnecessary costs, hidden risks, and shiny distractions.
We build around you
Every family has its own values, goals, and appetite for risk.
That’s why our services are fully customizable.
We don’t fit you into a template; we build the template around you.
Our Services
Investment & Risk
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Multi-asset portfolio construction
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Consolidated analysis across banks and platforms
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Risk exposure assessment and hedging strategies
Family Governance
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Family Charters development
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Investment Policy Statement design
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Role definition and decision-making process
Next Generation
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Systematic investment coaching
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Case studies based on practical experience
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Engaging with financial service providers efficiently
The Team
Ann Yu
Co-Founder & CEO
Ann was born in Taiwan and began her private wealth management career in Hong Kong in 2008.
She served as an investment advisor at JPMorgan, Morgan Stanley, and UBS, where she specialized in multi‑asset portfolio management, cross‑market trading, and the development of investment strategies for high‑net‑worth clients.
She graduated from National Taiwan University and holds an MBA from The University of Hong Kong.
Leo Chan
Co-Founder & COO
Leo began his career in JPMorgan’s Rates Research team, where he focused on macro interest‑rate and yield‑curve analysis.
He later transitioned to JPMorgan’s Private Bank, serving as an investment advisor to Ultra‑High‑Net‑Worth families and providing guidance on multi‑asset allocation, investment strategy, and cross‑market portfolio implementation.
He graduated from The Chinese University of Hong Kong with a bachelor’s degree in Quantitative Finance.
Our Thoughts
Media Coverage
Perspectives in the Media
Jadewell’s founders are frequently invited by industry partners and leading media outlets to comment on developments shaping Hong Kong’s family‑office landscape.
Their interviews and contributions focus on shifts in global wealth management, fund selection practices, and policy updates relevant to private clients, offering a practitioner’s perspective grounded in real advisory experience.