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HKU Family Wealth Series

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From Personal Capital to Institutional Platform: Building a Modern Investment Firm for Families

G01, May Hall, The University of Hong Kong

Table of Contents   Abstract In family wealth management, much attention is paid to investment strategies, succession planning and governance. Yet one of the most important challenges facing entrepreneurial families today is how to build investment organizations that combine the alignment of a family with the discipline and governance of an institutional investment platform. For […]

Entrepreneurship and Leadership in the Finance Profession: A Fireside Chat

G01, May Hall, The University of Hong Kong

ABSTRACTSuccessful entrepreneurs learn to grow and adapt to different situations and environments as they build their start-ups in an evolving world. Leadership is important in bringing together different parties with different interests to achieve a singular goal. For this iteration of the HKU Family Wealth Lecture Series, we bring a veteran entrepreneur, who started a […]

A Question of Legacy: Are Asian and European Family Offices Fundamentally Different?

G01, May Hall, The University of Hong Kong

ABSTRACTFamily offices are not a one-size-fits-all solution. Their structure and strategy are deeply influenced by two powerful forces: the generation of wealth they serve and the geographic culture they emerge from. As Asian wealth matures and European dynasties continue, a critical question arises: How do the investment strategies and governance models of these families diverge, […]

Entrepreneurial Giving Empowers People & Communities

Lecture Hall G/F, May Hall, The University of Hong Kong,, Hong Kong

ABSTRACTIn this session, we are thrilled to hear from Joy Lo Cheung, Chairwoman of Lo Kwee Seong Foundation, on her family’s evolving philanthropy strategy, on women’s philanthropy, and on the future of philanthropy in Asia. Joy’s grandfather, Dr. Lo Kwee Seong, CBE, JP, was a Hong Kong entrepreneur, art collector, and philanthropist who founded Vitasoy, […]

Wealth Transfer in China: Insights from an Institutional Investor 中國家族財富傳承—來自機構投資者的觀察

G01, May Hall, The University of Hong Kong

ABSTRACT中國正處於財富代際傳承的新階段，家族企業在治理、繼任與價值延續方面面臨新的思考與選擇。CPE源峰將結合研究與實踐，分享對家族傳承的觀察，探討如何以長期、穩健的方式協助家族實現可持續發展。 ABOUT THE SPEAKER劉樂飛先生– 畢業於中國人民大學經濟學，並取得中歐國際工商管理學院工商管理碩士學位 – 現任 CPE 源峰董事長兼 CEO – 曾任中國人壽保險股份有限公司首席投資執行官 – 曾任中國人壽保險股份有限公司投資管理部總經理 – 曾任中信產業基金董事長 – 曾供職於中國國家財政部綜合司 – 中華人民共和國第九屆、第十屆、第十一屆全國青聯委員

Fostering Sustainable Growth and Family Unity: A Fireside Chat with Mr Mahesh Harilela

G01, May Hall, The University of Hong Kong

ABSTRACTHong Kong is a nexus for business families over the world, with some families celebrating generations in the vibrant community. In this iteration of the HKU Family Wealth Series, the Hong Kong Institute for the Humanities and Social Sciences (“IHSS”) is honoured to have invited Mr Mahesh Harilela to share his perspectives on how his […]

Navigating Turbulence: Unlocking Value for Chinese Family Businesses Through Restructuring and Renewal

G01, May Hall, The University of Hong Kong

ABSTRACTPeriods of financial distress and corporate restructuring present not only complex challenges but also exceptional opportunities for family businesses. This lecture explores both the theoretical foundations and practical applications of corporate restructuring and turnaround management, including the interplay between market cycles, inter-creditors dynamics, and the corporate restructuring analytical framework, with a special focus on the […]

Ethics and Leadership in the Finance Profession: A Fireside Chat

Lecture Hall, May Hall, The University of Hong Kong

ABSTRACTEthics and guiding principles enable us to make “right” choices, even when facing conflicting interests. In the money-centric financial industry, practitioners are often faced with such challenges. In a constantly evolving financial landscape, how do ethics play a role in guiding decision-making processes? Can finance professionals truly prioritize ethical behaviour in a competitive and fast-paced […]

Master of Family Wealth Management: Applications Now Open

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Applications are now open for the Master of Family Wealth Management programme of The University of Hong Kong! This ground-breaking, inter-disciplinary programme explores #wherefamiliesandwealthcrossover, enabling students to develop the soft and hard competencies for family wealth management.

Round Four application closes on 14 Mar 2025 at noon HKT. Click https://www.mfwm.hku.hk/admissions/ to learn more about our programme and the admission requirements!