BLACKHORN WEALTH MANAGEMENT
Blackhorn Wealth Management was founded on the values of partnership. As a privately owned and managed organisation, we are able to take a long-term approach toward our relationships. Our clients are viewed as a part of our partnership - our success is measured in alignment with your success.
Our Expertise
Our team comprises professionals with decades of experience in their respective fields. We believe that maintaining a diverse team of experts is the best way to serve our clients. From private wealth management to deal sourcing and legacy planning, our advisors will work with you to tailor custom solutions.
Our Philosophy
We take on a holistic view of managing client assets - looking beyond traditional investment returns. Our investment philosophy is guided by a strategic long-term view, emphasizing portfolio diversity with downside protection.
Our Commitment to Results
We offer institutional services on a personalized level. Our advisors are committed to deliver resilient and sustainable long-term results that are tailored to you and your family's goals.
Our Partnerships
As an external asset manager, we partner with the most reputable private banks. These trusted partnerships ensure that clients gain access to a diverse array of products and services to best suit their needs. Our advisors are able to manage portfolios across platforms to consolidate assets all under one roof.
OUR MANAGEMENT TEAM
Mary Chiu
Founder
Mary Chiu is the Founder of Blackhorn Group, which includes Blackhorn Wealth Management and Blackhorn Family Office, and she sits on the firm's investment committee. With more than 20 years of experience in the asset management and banking industry, Mary was previously with UBS AG, expanding their Global Family Office offering in Greater China by providing investment solutions across the wealth management and institutional banking platform to prominent Hong Kong families. She oversaw more than USD 4Bn of client assets invested across equities, bonds, derivatives, PE and cash management. 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. During this time, she was on the deal team of the IPO of MGM China (USD1.6Bn), the IPO of Swire Properties (USD 2Bn), Henderson Land’s unrated bond offering (US$700MM) and Shangri-La Asia’s unrated bond offering (US$600MM) among others. Mary holds a MBA with Distinction from the Johnson Graduate School of Management at Cornell University and a double major Honours BA in Economics and Philosophy from the University of Toronto.
Yugi Lee
Founder
Yugi is the Founder of Blackhorn Group, which includes Blackhorn Wealth Management and Blackhorn Family Office, and she is an executive member of the firm's investment committee. She is an outstanding female entrepreneur and she was also awarded the "Outstanding CEO Award" by Capital CEO magazine in 2022. Prior to setting up Blackhorn, Yugi served as a director in the wealth management division of UBS for six years, responsible for managing the assets of many well-known HK families and listed companies, including those in Mainland China and HK. She rapidly rose to the position of director at the age of 25, with total assets under management reaching 800 million USD. Â Yugi obtained her Bachelor's degree in Business Administration, majoring in Economics, from the Hong Kong University of Science and Technology. After graduation, she embarked on her banking career by working at Bank of Shanghai. At that time, she was a key member of the founding team and directly assisted the CEO to set up Hong Kong Branch and obtained a restricted banking license from the Hong Kong Monetary Authority, as well as set up various departments within the bank. In 2014, she also worked in the Independent Wealth Management (EAM) team at Credit Suisse, providing investment and execution solutions for family offices. She is a passionate and driven entrepreneur, dedicated to creating value and success for her clients.
Yugi Lee is the Founder of Blackhorn Group, which includes Blackhorn Wealth Management and Blackhorn Family Office, and she is an executive member of the firm's investment committee. She is an outstanding female entrepreneur and she was also awarded the "Outstanding CEO Award" by Capital CEO magazine in 2022. Prior to setting up Blackhorn, Yugi served as a Director position in UBS Wealth Management for over 6 years, primarily responsible for managing the assets of a number of prominent families and listed companies in Hong Kong and Mainland China. Yugi rapidly rose within the industry, becoming a Director at the age of 25, with total assets under management in excess of USD 800 million. Yugi obtained her Bachelor's degree in Business Administration, majoring in Economics, from the Hong Kong University of Science and Technology. After graduation, she embarked on her banking career by working at Bank of Shanghai. At that time, she was a key member of the founding team and directly assisted the CEO to set up Hong Kong Branch and obtained a restricted banking license from the Hong Kong Monetary Authority, as well as set up various departments within the bank. In 2014, she also worked in the Independent Wealth Management (EAM) team at Credit Suisse, providing investment and execution solutions for family offices. She is a passionate and driven entrepreneur, dedicated to creating value and success for her clients.
Alan Lee
Head of Investment Strategy, Managing Director
Alan Lee is the Managing Director at Blackhorn, and an executive member of the firm’s investment committee. Alan is primarily responsible for the management of portfolios, and the formulation of investment strategies. He has a proven record in Hong Kong and across Asia in the creation of value, specifically for families and individuals, through the development and implementation of customised solutions across multiple asset classes. Prior to joining Blackhorn in 2022, Alan spent 15 years in banking with international experience in wealth management and private banking spanning across Hong Kong, Singapore, and Australia. Alan was a Director at UBS Wealth Management Hong Kong for over 8 years before joining Blackhorn. He also worked at HSBC in Singapore and Citi Australia in Private Banking and Wealth Management earlier in his career. 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.
Wilson Hui
Head of Wealth Solutions, Managing Director
Wilson Hui is the Managing Director at Blackhorn, and Head of Wealth Solutions. He is also the executive member of the firm’s investment committee. Wilson primarily focuses on managing Family offices and Ultra-High net-worth individuals. He has over 12 years of Wealth Management experience as a client advisor and was the Executive Director with UBS before joining Blackhorn. His expertise includes managing client relationships and implementing tailor-made wealth management solutions based on comprehensive research and market insights. Wilson holds a Bachelor of Laws (LLB) at the University of Hong Kong.
