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 don’t.
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
1. Global Asset Allocation and Investment Strategy
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Multi‑asset portfolio construction
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Long‑term return objective setting
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Portfolio monitoring and periodic reviews
2. Risk Management and Liquidity Planning
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Holistic analysis of family assets across banks and platforms
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Risk exposure assessment and hedging strategies
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Filtering and screening of product pitches from various institutions
3. Family Governance and Succession
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Development of family charters
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Family council and governance structure design
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Role definition and decision‑making process design
4. Next‑Generation Investment Education
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Systematic investment coaching and training
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Case studies based on years of practical experience
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Effectively engaging with private banks and financial institutions
The Team
In 2024, Ann and Leo co‑founded Jadewell Family Office with a simple belief: affluent families deserve advice that is conflict‑free, meaningful, and grounded in a genuinely client‑aligned mindset.
Our philosophy is clear: transparent, aligned with our clients’ interests, and built for multi‑generational stewardship.
Co-Founder & CEO
Ann Yu, CFA
Ann was born and raised in Taiwan and embarked on her private wealth management career in Hong Kong in 2008.
She served as a private bank investment advisor at JPMorgan, Morgan Stanley, and UBS, specializing in multi‑asset portfolio management, trading and investment idea generation.
She graduated from National Taiwan University and holds an MBA from The University of Hong Kong.
Co-Founder & COO
Leo Chan, CFA
Leo began his career in JPMorgan’s Rates Research team before moving into the Private Bank, where he served as an investment advisor to Ultra‑High‑Net‑Worth families.
He graduated from The Chinese University of Hong Kong with a bachelor’s degree in Quantitative Finance.
