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Established by esteemed banking professionals, legal experts, and former high-ranking government official, YiWealth offers unparalleled access to meticulously curated investment opportunities, leveraging their extensive networks across the business, government, legal, and financial sectors. 

Our Team

Describe the team member here. Write a brief description of their role and responsibilities, or a short bio with a background summary.

John Lam

Co-founder

Describe the team member here. Write a brief description of their role and responsibilities, or a short bio with a background summary.

Clarie Ku

Co-founder

Alex has over 20 years of experience in the banking and financial industry, with a focus on the Greater China region. He specializes in structured financing and investment opportunity sourcing.

Alex Lam

Co-founder

Amelia is a versatile multi-jurisdictional award winning lawyer with experience in different jurisdictions, compromising both civil and common law. She has a Master of Public Health Degree from Harvard University, and a Master of Business Administration Degree from the Chinese University of Hong Kong.

Amelia Lo

Co-founder

With an extensive career spanning over 18 years across the US and the Asia Pacific, Alexander has showcased unparalleled proficiency in the banking sector, particularly in wealth management and financial strategy.

Alexander Wan

Chief Investment Officer

Alpha has honed his expertise across a spectrum of financial services, ranging from business relationship management, deal origination, syndicated lending, project financing, structured financing, to cross-border financing.

Alpha Ng

Vice President

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Yielding Futures,
Weathering Storms

As a premier destination for ultra-high-net-worth individuals and families, we epitomize the zenith of investment innovation and strategic wealth management.

YiWealth Management Ltd. is dedicated to offering a comprehensive suite of services tailored to meet the diverse needs of our clients. Our approach combines deep industry knowledge with a commitment to integrity and excellence.

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We are dedicated to offering a comprehensive suite of services tailored to meet the diverse needs of our clients. Our approach combines deep industry knowledge with a commitment to integrity and excellence.

Unrivaled Business Connectivity

Unlocking exclusive investment
openings and strategic alliances

Insightful Government & Policy Acumen

Critical insights into government
operations and policy landscapes

Comprehensive Legal & Regulatory Advisory

Pivotal in risk mitigation and seamless asset management across jurisdictions

Exclusive Financial World Access

Profound connections within the financial sector

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Our unique Yi-Match service connects investors with bespoke investment opportunities. Whether you are looking to invest or seeking investors for your project, our platform facilitates a seamless match.

YiWealth offers strategic consultation services for corporations aiming to scale or go public. From preparing for a U.S. IPO to strategizing post-listing growth and exploring funding options, our seasoned consultants provide insights and strategies tailored to your business's unique challenges and opportunities.

YiWealth excels in establishing sophisticated family offices. We assist affluent families in leveraging tax concessions offered to single family offices, provided they meet specific criteria

As specialists in navigating the complexities of the Capital Investment Entrant Scheme (CIES), we provide up-to-date consultations that help potential applicants understand and maneuver through the latest regulations announced by the Hong Kong government.

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Brand Story

Creating Future Prosperity, Achieving Breakthrough Amidst Turbulence

 

We encapsulate a vision of resilience, perseverance, and triumph, embodying the capability to navigate and overcome challenges amidst turbulence, achieving breakthroughs in the pursuit of future prosperity.

 

Our brand concept stems from the Chinese character of "一" (Yi), referring as a "leading path", which reflects our commitment to guiding our clients towards future prosperity and grow stronger with every challenge.

Our three brand values are to not only foresee and build a prosperous future but also to cultivate the steadfastness required to overcome the inevitable challenges along the way, transforming every obstacle into an opportunity for growth and every challenge into a wave to be mastered and surpassed.

 

Yielding Futures, Weathering Storms.

01
Sustainability & Legacy Preservation

Redefining wealth management through an ESG-driven approach, with a focus on creating a sustainable future for families and preserving their legacies.

02

Exclusive Access & Networking

Providing clients with unique investment opportunities and strategic alliances with the unparalleled business connectivity and exclusive financial world access.

03

Comprehensive Expertise &
Tailored Solutions

Offering  expertise-driven solutions and  tailored asset management for CIES clients and comprehensive family office services for ultra-high-net-worth individuals.

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Contact Us For More

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Contact

Address

10/F, Tai Sang Bank Building, 130-132 Des Voeux Road, Central, Hong Kong

Tel. (852) 2572 5008

Fax (852) 2572 5068

info@yi-wealth.com

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Informed

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Management Team Profile

Our management team comprises seasoned professionals with exceptional expertise in key areas vital for the growth and success of our clients and partners. Our exclusive network is a cornerstone of our value proposition, enabling us to facilitate wealth creation while mitigating investment risks.

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Banking

Our team includes industry veterans with extensive experience in structured financing and banking operations. We specialize in catering to high-net-worth individuals who seek well-controlled leverage to maximize their returns. Our deep connections with global financial institutions, coupled with our expertise, allow us to offer bespoke solutions that align with our clients' financial objectives, ensuring their investments are securely managed.

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