Hong Kong SFC Type 4 & 9 Licensed | Independent | Client‑Aligned

Managing family wealth today is more complex than ever — multiple banks, endless products, shifting markets, and a constant stream of noise. Families don’t just need information; they need clarity, alignment, and a partner who sits firmly on their side of the table.

That’s why we built Jadewell Family Office, a fully independent Hong Kong–based firm holding SFC Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses.

Our mission is simple: to help families see clearly, decide wisely, and grow confidently across generations.

Here are the five reasons families choose us — and why you might too.

1) We Are On Your Side

Jadewell charges zero commission. Zero rebate. Zero conflict.

Most wealth platforms earn commissions, retrocessions, or hidden incentives.

We don’t.

Our zero‑commission, zero‑rebate model means:

• We never earn more by selling you more

• We never push products

• We never benefit from complexity

• Our incentives are 100% aligned with yours

When we say we’re on your side, we mean structurally, financially, and philosophically.

2) We Deliver the Big Picture

Your entire wealth, finally visible in one place.

Families often hold assets across:

• multiple private banks

• brokerage accounts

• insurance platforms

• external asset managers

• trust structures

This creates blind spots — and blind spots create risk.

We consolidate and analyze your portfolios across all banks and custodians, giving you:

• a unified dashboard

• real‑time monitoring

• cross‑bank exposure analysis

• risk concentration alerts

• performance attribution

You see the whole forest, not just the trees.

3) We Protect Your Wallet

Idea filtering. Due diligence. Pricing checks.

The financial world is full of products — but not all products deserve a place in your portfolio.

We help you filter the noise through:

• independent product due diligence

• pricing and fee monitoring

• suitability checks

• channel checks

• liquidity and risk analysis

• portfolio efficiency reviews

Our job is to protect your capital from unnecessary costs, hidden risks, and shiny distractions.

4) We Provide Tailor‑Made Services

Because no two families are the same.

Every family has its own:

• values

• goals

• risk appetite

• governance structure

• generational dynamics

That’s why our services are fully customizable, including:

• bespoke investment mandates

• family governance support

• reporting formats tailored to your needs

• cross‑bank coordination

• special projects (e.g., liquidity events, succession planning, philanthropy)

We don’t fit you into a template — we build the template around you.

5) We Offer Financial Coaching

Empowering the next generation with confidence and clarity.

Many family members — especially younger generations — feel intimidated by:

• financial jargon

• portfolio management burden

• dealing with bankers

• understanding risk

• making investment decisions and be accountable for them

We provide structured financial coaching, helping them:

• understand their portfolio

• build financial literacy

• communicate confidently with service providers

• develop long‑term investment discipline

We don’t just manage wealth.

We help families learn, grow, and lead.

🌱 About Jadewell Family Office

Hong Kong SFC Type 4 & 9 Licensed | Independent | Client‑Aligned

Jadewell is a boutique, independent multi-family office headquartered in Hong Kong.

We specialize in:

• multi‑bank portfolio consolidation

• long‑term asset allocation

• investment due diligence

• family governance

• next‑generation coaching

Our independence ensures that every recommendation is made solely in the best interest of our clients.

👩‍💼 About Co‑Founder Ann Yu

Ann Yu is the co‑founder of Jadewell Family Office and the voice behind our educational content.

She blends:

• a background in investment advisory with decades of experience from top private banks (JPMorgan, Morgan Stanley and UBS)

• deep experience working with multi‑bank families

• a passion for simplifying complex financial and technological concepts

Her mission is to make wealth management clear, accessible, and empowering for every generation.

⭐ Final Thought

Families don’t just need a service provider.

They need a partner — one who sees the whole picture, protects their interests, and grows with them across generations.

That’s what Jadewell was built for.