Fundraising FoxTopaz Investment
Family officeHong Kong · 9 people tracked
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Investment thesis
Topaz positions itself as a comprehensive financial institution aiming to rival sizable international banks and to serve as a trusted wealth gatekeeper for high-net-worth families. It combines an institutional investor outlook with professional investment expertise, delivering premium and exclusive services across global brokerage, discretionary investment accounts, external asset management, private equity investments, and family trusts. The firm emphasizes global asset allocation, risk management, and multi-generational wealth preservation, blending global vision with local insight to build resilient, forward-looking portfolios for family clients.
Source: firm website, verified Oct 26, 2026.
Team · 9 people
from the firm's website
Founder of T&E Partners, Elysian Executive Solution and Elysian Executive Club, she works with family offices and financial institutions globally and aims to bridge Eastern and Western family office and HNW communities. She is a member of several Hong Kong societies and mentors students from top universities.
CEO of the Topaz Group since November 2012 with nearly 20 years of banking and management experience serving ultra-high-net-worth and family office clients. Previously held a senior role at HSBC Broking Services (Asia) and co-founded the Family Office Association Hong Kong.
Executive Director since November 2012 overseeing investment management and reviewing client portfolios and business performance. Formerly Assistant Vice President at HSBC Broking Services (Asia) and an SFC licensed Responsible Officer.
CIO and head of research, responsible for managing the firm's investment portfolio and sales activities. Previously a senior account manager at HSBC Broking Services (Asia); 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, with expertise spanning immigration, global asset and risk management, trusts, insurance and property investment. Holds an MBA from the University of Wyoming.
CFA and Director of Portfolio Management, founder of the firm's AI stock selection system and manager of the Julius Baer TopazGo AI Dynamic Equity Portfolio. Has over 10 years of investment experience with investment banks and global asset managers; co-founder and chairman of the Algo Challenge Association.
CMO with over 10 years in private banking, previously Senior Vice President at Everbright Sun Hung Kai Private handling asset allocation and wealth planning for high-net-worth clients, including private equity deals. Earlier worked at Bank of China (HK) and Deloitte.
Has around 20 years of investing experience and over 12 years working with ultra-high-net-worth individuals and family offices. He co-founded and is portfolio manager of Confluence Investors, an ESG/impact hedge fund, was a partner at Satya Capital (Dr. Mo Ibrahim's family office), and began his career in M&A at Lehman Brothers before joining Terra Firma. He holds an INSEAD/Tsinghua dual EMBA and an Oxford degree.
Part of the business development team at Topaz and Eze Family Office's Hong Kong office, responsible for etiquette-related business. She previously worked in LVMH Group's PR and brand management, has mentored in art and fashion management, and has evaluated private company investments, M&A and virtual asset projects.
Frequently asked questions
- What sectors does Topaz Investment focus on?
- Topaz Investment focuses on AI & Machine Learning, Crypto & Web3, Deep Tech, EdTech.
- Where is Topaz Investment located?
- Topaz Investment is headquartered in Hong Kong, HK.
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