Vol 33 - Vivid Sparks, Lasting Impacts
- Ann Yu
- Sep 14
- 5 min read
September 14, 2025
What a vibrant week it’s been! 🌈
We’ve been hopping between forums and conferences — from the Belt and Road Forum, to the Financial Planners Summit, and a report launch focused on impact investing. The ideas exchanged across regions, cultures, tools, and asset classes gave us a full-spectrum intellectual jolt!
💡 Big news: The exhibitor site for Hong Kong FinTech Week is now live!
And guess what? It looks like we might be the only (small) family office on the exhibitor list - quietly showing up with our own splash of color ✨
📅 Come say hi at our booth on November 3–4!
🎟️ Interested in attending? Don’t forget to ask us for an exclusive 15% discount code for tickets!
Contents of This Week's Newsletter
Topics from Jadewell's Social Media
🧠 Oracle’s Comeback! Can an 81-Year-Old Veteran Ride the AI Wave?
No one saw it coming - but this week, the company pushing AI momentum to new heights is none other than legacy tech giant Oracle! How did Oracle steal the spotlight? And why was it flying under the radar until now? 👉 Facebook / IG
🙋♂️ No-prize quiz: Take a guess - which of the following has a greater "number" in the U.S. market? The answer might surprise you!
A) Exchange-Traded Funds (ETFs)
B) Individual single stocks
⚡Clean Energy Gets a Star Boost - Bill Gates in the Spotlight!
AI data centers are power-hungry beasts, and investors are racing to find clean, stable energy solutions. Enter Bill Gates, who not only backed the latest investment, but filmed a promo himself.
Goldman Sachs Drops Fresh Intel: 2025 Family Office Investment Insights
📊 Goldman Sachs has just released its biennial “Family Office Investment Insights” report. Compared to 2023, the 2025 data reveals some eye-catching shifts:
1) "Public Equities" Are Still the Darling. Tech Leads the Charge!
Family offices around the world continue to favor Public Equities, with allocations rising from 28% in 2023 to 31% in 2025.
Even more telling: 38% of respondents plan to further increase their equity exposure this year 📈
And it’s not just U.S. tech stocks grabbing attention, Chinese tech companies are also on the radar.
Why the love? Besides strong market momentum, many family office principals have deep roots in the tech sector, either as founders or early investors. It’s a space they know and trust! 💡
2) "Private Equity": Falling Out of Favor—or Ready for a Comeback?
While equity allocations surged, family offices dialed back their exposure to Private Equity, dropping from 26% in 2023 to just 21% in 2025.
Goldman Sachs attributes the decline to a shortage of high-quality PE deals over the past two years, and the irresistible momentum of public equities. With stocks on fire, capital naturally flowed in that direction.
But don’t count Private Equity out just yet. Looking ahead, 39% of surveyed family offices say they plan to increase their private equity allocations, waiting patiently for the next winning hand 🔮
3) Tail Risk: Time to Worry, or Time to Wing It?
When it comes to extreme events or black swan scenarios, family offices around the world respond very differently.
U.S. Family Offices: Cool as Ever
👉 A surprising 35% of U.S. family offices have made ZERO preparations for tail risk. Their attitude? “You mess with the bull, you get the horns.” In other words, risk is part of the ride.
Europe & Asia: Caution First, Regret Never
👉 Family offices in other regions are far more cautious. Only 14% in Europe and 12% in Asia have skipped tail risk planning. The majority of them have already activated hedging strategies to stay ahead of the curve.
Asia’s Favorite Hedge? Gold! Beyond geographic diversification, gold remains the go-to safe haven for Asian family offices - steady, symbolic, and sentimentally strong.
How does your family office’s asset allocation compare to the findings in this report?
If there’s a gap, are we just being boldly contrarian, or is there real room for mutual learning?
Let’s talk it through today with the ever-pragmatic Jadewell Family Office.
Family Philanthropy in Asia - Insights from Five Families
📢 Centre for Asian Philanthropy and Society (CAPS) has just released a new report analyzing how five prominent Asian families have harnessed their family legacy to drive philanthropic initiatives and create lasting social impact.
Through real-life case studies, the report explores their motivations, the evolution of tools they’ve used, and how these strategies have shaped intergenerational wealth and values.
The five featured families are:
1️⃣ The Chaudhary Family – Nepal’s largest business conglomerate
2️⃣ The Harilela Family – A Hong Kong dynasty rooted in hospitality and real estate
3️⃣ The Li Family – Founders of China’s tech brand TCL
4️⃣ The Lo Family – Founders of Hong Kong’s iconic Vitasoy
5️⃣ The Tanoto Family – Founders of Singapore’s Royal Golden Eagle Group
📄 Interested in learning more? You can download the full report in both Chinese and English right here!
Key Events to Watch in the Week Ahead:
China/HK - Eco Data | Sep 15 (Mon) - Industrial Production, Fixed Asset Investments, Retail Sales Sep 17 (Wed) - HK Chief Executive's Policy Address |
US - Eco Data | Sep 16 (Tue) - Retail Sales Sep 17 (Wed) - FOMC Rates Decision |
Others | Sep 17 (Wed) - Bank of Canada Rates Decision Sep 18 (Thu) - Bank of England Rates Decision Sep 19 (Fri) - Bank of Japan Rates Decision |
About Jadewell Family Office
Jadewell is committed to offering proactive, customized services akin to a “single-family office,” yet within the ease of a “multi-family office” environment.
Ann Yu
Co-Founder and CEO
Jadewell Family Office
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