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
Family Governance and Succession
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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
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Investment Strategy and Risk Management
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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
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Next Generation Investment Education
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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 came from 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.
Ann Yu, CFA
Co-Founder & CEO
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.
Leo Chan, CFA
Co-Founder & COO
Media Coverage
Investments & Newsletter
Our Thoughts
Why Jadewell?
