News & Events

Tommy and Ravi, attended The Family Office Luncheon & Forum in Hong Kong on August 29th, 2025. This event was proudly hosted by Female Entrepreneurs Worldwide (FEW) and FutureOneMENA. As Asia's largest business platform for women, FEW is committed to building a trusted ecosystem for female entrepreneurs and executives. The forum was co-hosted by FutureOneMENA, a pioneering investment intelligence platform founded by Dr. Anina Ho, which empowers family offices with next-generation agentic AI technology. The forum delved into critical topics for wealth preservation and growth, including family business succession, regional business expansion, alternative investments, and emerging opportunities in the new economy. It provided an invaluable platform for connecting with well-established business owners, next-generation leaders, and family offices from Hong Kong, Mainland China, the UAE, and beyond. Tommy and Ravi actively engaged in discussions on strategic planning and investment growth, gaining profound insights that enhance our ability to serve our clients with cutting-edge solutions in a complex global landscape.

Stephen Ye visited Dubai International Financial Centre (DIFC) and held a business meeting with Mr. Jonathan Beardall, Head of Asset and Wealth Management at the Centre. The meeting focused on the core needs of businesses expanding cross-border operations. Stephen emphasized three key areas: first, the Dubai financial market landscape and the latest developments in family office practices, to grasp market opportunities and industry trends; second, the current operations and strategic layout of Hong Kong financial institutions in Dubai, providing a reference for business implementation; and third, Dubai's financial regulatory policies, compliance requirements, and specific support policies for family offices, clarifying compliance boundaries and policy benefits. Both parties exchanged views on leveraging the advantages of the international financial center, integrating resources, and promoting synergy between cross-border asset allocation and family office business, exploring practical entry points for cooperation to deepen business collaboration and achieve mutual benefits.

Stephen Ye visited Hong Kong Economic and Trade Office in Dubai (HKETO Dubai) in August, where he held a meeting with Mr. Chan Sheung Man(Simon), Director of HKETO Dubai, and Ms. Maha AZMY, Deputy Director of Business, Talent Attraction and Investment Promotion at the Dubai Department of Economic Development (DED). During the meeting, based on the business layout of his Hong Kong-based family office, Stephen focused on in-depth exchanges with both parties on topics including the integration of resources between Hong Kong family offices and the Dubai financial market, the business expansion and service implementation of family offices in both the Middle East and Hong Kong, as well as the exploration and cooperation of two-way financial investment projects.

Mr. Cheung, Managing Director of YYFO, was invited to deliver a keynote address at the Julius Baer Private Wealth Dialogue. Drawing from YYFO’s extensive experience in serving ultra-high-net-worth families, he shared insights on multi-jurisdictional risk mitigation, private banking collaboration models, and long-term capital preservation strategies. The dialogue provided a valuable platform for in-depth exchange between private wealth institutions and family offices, and further strengthened YYFO’s engagement with international private banking partners.

Haitong International, a leading securities brokerage hosted a detailed engagement session with YYFO. Senior representatives including Lawrence Lau (MD), Joseph Chan (ED), Colin Li (Director), Vanessa Cheng (VP), and Keith Nam (VP) presented on Haitong’s comprehensive service offerings, institutional strengths, and international expansion strategy. The discussion identified key areas of alignment and laid the foundation for future strategic cooperation and investment advisory services. They presented on Haitong's comprehensive service offerings, institutional strengths, and international expansion strategy. The discussion identified key areas of alignment and laid the foundation for future strategic cooperation and investment advisory services.

BOCI Private Banking (BOCI PB), a key subsidiary of the Bank of China Group. During this institutional exchange, Director Sophie Sung provided our Relationship Management (RM) team with an in-depth overview of BOCI’s business architecture, service capabilities, and client segmentation strategies. We look forward to strengthening bilateral engagement and developing integrated service models to better serve our clients with international investment needs.

ZHH Law Firm (Hong Kong) and the Chongqing Association for Overseas Investment and Economic Cooperation co-hosted the "Overseas (Hong Kong) Asset Allocation and Investment Management" Forum. Mr. Cheung, Managing Director of YYFO, delivered a keynote speech on "Wealth Management Perspectives and Risk Management Strategies for High-Net-Worth Individuals."

Stephen, Relationship Manager at YYFO, was invited to attend the Independent Wealth Management Forum – Dubai 2025, where leading MFOs, EAMs, boutique private banks, and financial advisers gathered to explore the UAE’s growing role as a global wealth management hub. The forum addressed key opportunities and challenges in the region, including brand positioning, regulatory complexity, and innovation-driven growth, offering a valuable platform for strategic exchange and cross-border collaboration.

Founded in 1856, Banque Internationale à Luxembourg (BIL) is the oldest private banking institution in Luxembourg, with deep-rooted expertise in cross-border financial services. During this session, Ms. Sharon Xie, Managing Director and Head of Asia Pacific at BIL, provided a comprehensive briefing to the Relationship Management (RM) tea. Her insights helped clarify BIL’s competitive advantages and potential synergies in private wealth management.