Blackhorn
Wealth Management
ABOUT THE FIRM
Blackhorn Wealth Management (BWM) is a Hong Kong-based wealth management firm that offers tailored wealth management solutions for ultra-high-net-worth individuals and families.
Core Values
Here are few reasons to choose Blackhorn as your Family Wealth Management Company
Balance
We adopt a balanced approach to managing client’s wealth. We implement an investment strategy that thoroughly considers both the returns (upside) and risks (downside).
Worldwide Coverage
We strive to achieve a global vision to our investment approach where we cover a wide range of asset classes from different locations.
Motivated
We are focused to remain on top of the latest market development and asset management industry, developing value additive ideas and providing timely and professional advice for our clients.
Reputable Private Banks Partnerships
Blackhorn has strategic partnerships with 6 major international private banks, where Blackhorn is an approved asset manager on their platform.
Professional Team
We believe in simplicity. Our professional team is comprehensive, easy-to-understand, and specific.
Our Vision
Our passion is to make a meaningful impact on our clients lives by helping them in investments and businesses.
Services
Find out more about the services Blackhorn Family Asset Management Firm has to offer.
Asset Allocation
Our professional team provides asset allocation services that help clients to diversify investment risk...
Wealth Management
Our team of experienced professionals combines a deep understanding of the market with institutional-grade...
Alternative Investment
Blackhorn has the exclusive network and deal sourcing capability to access unique proprietary...
Financing
Our Financing Services are uniquely designed to assist you to operate efficiently a smarter, stronger business...
Real Estate
Blackhorn Wealth Management can help you secure structural financing and mortgage for real estate transactions...
Portfolio and Legacy Planning
Proper portfolio and legacy planning enables our clients or beneficiaries to obtain maximum value from...
OUR PROFESSIONAL TEAM
Meet our Team at Blackhorn Wealth Management
Advisory Team
Jody Leung
Advisor
Jody is Advisor to the Board at Blackhorn. He was Managing Director and Chief Investment Officer of NF Trinity Capital and Nan Fung Investment Advisor from 2012 to 2019, and was responsible for managing the financial investment portfolio of Nan Fung Group and some of its founding family members.
Prior to NF Trinity, Jody was a founding partner and portfolio manager at Voras Capital Management. From 1997 to 2007, he was a Managing Director at Credit Suisse and served in various roles, including equity proprietary trading and convertibles arbitrage in London and head of Asia-Pacific convertibles trading in Hong Kong.
Jody graduated with a Bachelor of Commerce degree (first class honours) from the University of New South Wales.
NEJTEH DEMIRIAN
Advisor
Nejteh is a Senior Director at HashKey, one of the world’s leading virtual asset platforms. Prior to this, he was a portfolio manager and founding member of Fountainhead Partners, a leading Hong Kong based multi-family office, where he supported the establishment and management of the equities, fixed income and alternatives businesses over six years.
He has previously worked as a project consultant for the World Bank, a securities trading and finance senior associate at State Street Global Markets. Prior to graduation, he was a systems engineer at Thales Naval for the upgrade of the Australian Anzac class frigate program. During his formative years, Nejteh served as an infantry soldier in the Australian Army for three years.
Nejteh holds a double degree, triple major in Mechanical engineering (honours), finance and economics from the University of Sydney. He speaks, reads and writes in English, Mandarin and Armenian and is actively involved in NGO activities dedicated to supporting orphans and victims of conflict.
Currently, he provides advisory advice to Blackhorn for investment and trade ideas.
Management Team
Yugi Lee
Founder
Yugi, a former banker, fast tracked her career to become an entrepreneur and co-founder for Blackhorn Group. Prior to Blackhorn, she was the Director of UBS Wealth Management, and she managed ultra-high net worth clients include families and listed companies across China and Hong Kong. In 2015, Yugi was selected to be one of five successful associates in UBS Wealth Management Associate Program. She was promoted to be Associate Director after joining UBS for one year and became the Director in 2019.
Yugi started her banking career at Bank of Shanghai (HK) as one of the key members setting Hong Kong subsidiary and she directly assisted CEO in obtaining the restricted bank license with HKMA. In 2014, she joined Credit Suisse EAM platform covering asset managers, hedge funds and multi-family offices to provide investment and execution solutions.
Yugi graduated from the Hong Kong University of Science and Technology with Bachelor Degree of Business Administration in Economics.
Mary Chiu
Founder
Mary is the founder of Blackhorn Group, a Multi Family Office which invests in traditional and alternative asset classes. Prior to Blackhorn, she worked at UBS AG expanding their Global Family Office offering in Greater China, providing investment solutions across the wealth management and institutional platform to prominent Hong Kong families.
Mary started her banking career at Morgan Stanley, where she helped companies raise capital through IPOs and follow-on offerings and assisted Hong Kong listed companies in debt and equity capital issuances.
Mary received an MBA with Distinction from the Johnson Graduate School of Management at Cornell University and holds a double major Honours BA in Economics and Philosophy from the University of Toronto.
ALAN LEE
Managing Director
Alan is a Managing Director at Blackhorn, primarily responsible for managing ultra-high-net-worth clients’ portfolios, as well as driving the development and implementation of investment strategies and solutions across the firm based on in-house advisory team’s research. He has over 15 years of international experience in wealth management, across Hong Kong, Singapore, and Australia with a strong focus in foreign exchange spot and derivative trading.
Prior to joining Blackhorn, Alan spent over 8 years at UBS Wealth Management Hong Kong as a Director. He managed the portfolios of individuals and families by providing tailored financial solutions and asset allocation services. He began his career at Citi Australia as a wealth management advisor, and later in Singapore with HSBC Private Banking covering the North Asia market.
Alan holds a Master of Business in Finance degree from the University of Technology, Sydney, and a Bachelor of Engineering degree in Telecommunications from the University of New South Wales.
Investment Management Consulting Team
PO SUM WONG
Executive Director
Po Sum is an experienced banker with over 30 years in wealth management and serving high-net-worth clients and families He is experienced in managing and advising high-net-worth clients’ portfolios and provides dedicated wealth management solutions to clients.
Prior joining to Blackhorn, he worked at UBS and Hang Seng Bank in serving clients’ investment needs.
DAISY KONG
Executive Director
Daisy is an Executive Director at Blackhorn, responsible for developing and maintaining long-term client relationships in the high-net-worth and ultra-high-net-worth segment. She has over 15 years of experience in the private banking sector.
Graduated from the Ohio State University (USA) with a bachelor’s degree in Business Administration, Daisy started her career in the financial industry as a Citigold Relationship Manager. She then spent over 15 years in UBS AG, mainly focused in managing investment portfolios for high-net-worth individuals/families as well as providing tailor-made wealth management solutions to clients.
GREGORY NG
Director
Gregory started his career in the finance industry with the Equities Research team at CLSA before focusing on Private Wealth Management. Devoting the next decade to UBS and Morgan Stanley, he served high net-worth clients including C-suite executives, business owners, other senior bankers, fund managers and their families. He is experienced in strategic asset allocation and redeployment, delivering consistent and tailored wealth management solutions to clients.
Gregory is a Swiss Certified Wealth Management Advisor. He graduated from the London School of Economics with a BSc Economics degree and obtained an MBA with Distinction from the University of Hong Kong.
DANIKA MA
Director
Danika is an experienced banker for over 14 years working at international banks. Prior joining to Blackhorn, she worked at UBS AG, HSBC and Citibank in different business areas, including private banking, commercial banking and retail banking, to provide a dedicated range of solutions to serve corporates and high net-worth individuals.
She spent most of her career with focus on wealth management for high net-worth individuals.
MARIA LEE
Director
Maria is an experienced banker for over 20 years working at international private banks. Prior joining to Blackhorn, she worked at UBS, Credit Agricole, and Deutsche Bank. She served clients with invested assets more than USD5mio. Whilst maintaining High Net Worth relationships, she also advises clients on total wealth and one bank solution towards their personal investment goals, professional or business needs and wealth planning for families over generations.
Maria is a Swiss Certified Wealth Management Advisor (CWMA) and Certified Private Wealth Professional (CPWP).
FABINANO MASCOLO
Director
Fabiano is a Director at Blackhorn. He has been in Hong Kong for over 15 years covering Institutional clients across Asian Financial Markets. He started his career in Paris as a European Equity Sales and moved to London where he spent 7 years trading US and European Equities for several Institutions and Hedge Funds clients.
Prior to Joining Blackhorn, Fabiano worked for Global Brokerage Houses such as Cantor Fitzgerald, ICAP Securities and Tradition Financial Services as and Equity Sales-Trader and a Futures and Options Broker.
Fabiano holds a Bachelor degree in Finance from ESIAE Paris.
EVELYN CHAN
Associate Director
Evelyn is an experienced international business development professional with 14 years of experience in manufacturing, supply chain logistics and wholesale distribution. She has excellent knowledge on cross-border finances and off-shore taxation planning through working with multi-generational family businesses.
Evelyn has delivered international racing events with high-profile international stakeholder management, in the role of International Racing Manager for The Hong Kong Jockey Club.
Evelyn graduated from Pepperdine University with a BA in Public Relations.
Client Services and Administration Team
WILL HO
Director of Operations
Will graduated from Hong Kong Polytechnic University with Bachelor Degree in Business Administration. He is experienced in managing accounts of high-net-worth individuals and families over 7 years in the banking industry.
Prior to Blackhorn, he worked at UBS and Hang Seng Bank and provided professional wealth management and dedicated banking services to support clients with bespoke requirements.
ANGEL LEE
Responsible Officer
Angel started her career at Hang Seng Bank and developed her career in private banking at ANZ Banking Group, BNP Paribas and Bank of China (Macau). In 2011, Angel joined Ping An Asset Management (Hong Kong) as one of the key members to establish the overseas third-party asset management platform and drive retail fund, ETF and RQFII advisory businesses.
In 2017, she joined RHB Asset Management as Head of Sales and Marketing to drive the ASEAN and Shariah-compliant investment for the Group and oversee the operation of Hong Kong regional team.
She holds a Master of Finance from Curtin University of Technology, Australia, and a Bachelor Degree of Science (Finance) from City University of Hong Kong.
IVAN WONG
Finance Manager
Ivan graduated in Hong Kong with a Bachelor Degree of Accounting and Finance. He has been working in the financial and insurance industry for over 15 years. He worked in various prestigious financial institutions including working in Daiwa Capital Markets Hong Kong Limited for 10 years. He is familiar with the accounting operations of licensed corporations and handle full set of accounting books.
Prior joining to Blackhorn Wealth Management, he worked in Frontier Financial Advisory Service and also helped the Insurance Broker to set up the commission system.
YVONNE HO
Compliance Manager
Yvonne has proven compliance experience and good knowledge of legal requirements. She has hands on experience in handling with SFC, compliance monitoring as well as reviewing company policies and procedures to ensure the business process is comply with regulatory requirements.
Prior to Blackhorn, she was Compliance Manager of Head & Shoulders Financial Group where the firm provides external asset management service.
She obtained a Bachelor degree in Integrated Business Administration from the Chinese University of Hong Kong and Bachelor of Laws (LLB) degree from the University of London (International Programme).
TERENCE CHU
Officer of Operations
Terence is the Operation Officer of Blackhorn. Prior joining to Blackhorn, he has more than 10 years of experience of operation in financial industry. He is experienced in performing settlement functions of various financial products as well as coordination of documentations to ensure the company is compliant with internal guideline. He is also experienced in resolving settlement issues with clients and counterparties. In addition, Terence gained a lot of management experience of settlement in his financial career.
Terence holds a Bachelor of Commerce (Accounting and Finance) and a Master’s degree in Business Administration from Deakin University, Australia.
Peter Lee
Officer Manager
Peter graduated from Hong Kong Baptist University with Bachelor Degree in Environment and Resources Management. He joined Blackhorn since the company establishment. He is one of the key members to support the client service team including client account on-boarding and follow up of documentations. He also assists in handling issues of the whole company set up.
After graduation, Peter joined HSBC and worked in branch mainly responsible for providing banking services to customers. He received professoinal training provided by the bank and gained a lot of experience in banking particularly in client service.
Consider joining our industry-leading Wealth management team
We continuously look for high-caliber individuals who wish to provide the best solutions and services to our clients to join us. We believe in the power of human relationship potential and our business growth is driven by extraordinary talent. If you are somebody who are motivated to develop your unique career path, we welcome you to contact us and learn more about joining Blackhorn Group.
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