Topaz Investment
Family officeHong Kong · 9 people tracked
Investment thesis
Topaz provides cross-border and global financial services spanning brokerage and investment advisory, asset management, and family office solutions. Its asset management arm manages roughly US$1 billion across global securities, indices, commodity futures, bonds, and structured products for institutional and high-net-worth clients. Its family office practice serves ultra-high-net-worth families with wealth management, governance, succession planning, tax and legal advice, and lifestyle support. Through T&E Partners, a joint venture with Eze Family Office, Topaz maintains a UK presence and builds a cross-border community bridging Greater China, the UK, and Europe for family offices, high-net-worth individuals, and fund management firms.
Source: firm website, verified Aug 2, 2026.
Team · 9 people
from the firm's website
Founder of T&E Partners, Elysian Executive Solution, and Elysian Executive Club, working closely with family offices and financial institutions globally with connections across Greater China, the UK, and Europe. She aims to bridge Eastern and Western family office and HNW communities.
CEO of the Topaz Group since November 2012 with nearly 20 years of banking and management experience serving UHNW and family office clients; previously held a senior role at HSBC Broking Services (Asia) from 2006 to 2012. Co-founder of the Family Office Association Hong Kong and Chairman of the Supervisory Board of the Algo Challenge Association.
Executive Director appointed in November 2012, responsible for supervising investment management and reviewing client portfolios and business performance. Previously Assistant Vice President at HSBC Broking Services (Asia) from 2005 to 2012 and an SFC licensed Responsible Officer.
CIO and head of research, responsible for managing the firm's investment portfolio and sales activities. Former senior account manager at HSBC Broking Services (Asia) from 2008 to 2012 focused on futures and options; holds an economics and finance degree from the University of Hong Kong and is an SFC licensed Responsible Officer.
Managing Director of the Topaz Group working in asset management and insurance since 2005, previously in a senior role at a listed Hong Kong asset management company. Holds a bachelor's in management information systems and an MBA from the University of Wyoming.
Director of Portfolio Management and founder of the firm's AI stock selection system, managing the Julius Baer TopazGo AI Dynamic Equity Portfolio. Has over 10 years of investment experience in Asia, formerly a portfolio manager at Shanghai Commercial Bank and index arbitrageur at Societe Generale; holds an MFIN from HKU and a BBA from HKUST, and is a CFA and co-founder/chairman of the Algo Challenge Association.
CMO with over 10 years in private banking; former Senior Vice President at Everbright Sun Hung Kai Private handling asset allocation and wealth planning for HNW clients, including private equity investments. Previously worked at Bank of China (HK) and Deloitte; holds a BBA from Kelley School of Business, Indiana University.
Director at T&E Partners with about 20 years of investing experience and over 12 years working with UHNW individuals and family offices. He co-founded and manages Confluence Investors, previously was a partner at Satya Capital (Mo Ibrahim's family office), and began his career at Lehman Brothers and Terra Firma.
Associate Director affiliated with the business development department of Topaz and Eze Family Office's Hong Kong office, responsible for the noble etiquette business. She previously worked in LVMH Group's PR and brand management and has experience in investment project analysis, M&A, and virtual asset projects.
Frequently asked questions
- What sectors does Topaz Investment focus on?
- Topaz Investment focuses on Crypto & Web3.
- Where is Topaz Investment located?
- Topaz Investment is headquartered in Hong Kong, HK.
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