Services HNW families under a comprehensive wealth management plan is team effort. It requires a well-coordinated, collaborative effort by a team of professionals from the legal, insurance, investment, estate, business and tax disciplines to provide the scale of planning, advice and resources needed.
Chief Executive Officer
Stephan is a highly recognized professional Banker with over 16 years of financial planning and banking experience.
Before joining ONE Family Office, Stephan had worked for several major finance companies including American Express and Hang Seng Bank Ltd.
Since 2006, Stephan has started his asset management career and serve high net wealth clients in retail bank. Stephan has gained more than 12 years outstanding track records in serving high-net wealth clients’ portfolios in one of the largest commercial banks in Hong Kong. He was also the award winner of HSBC circle of excellence in 2018. Additionally, Stephan also gained extensive management experience of sales team in his financial career.
Stephan graduated in McMaster University, Ontario, Canada with bachelor degree of Economic in 2001. He also equipped himself with professional qualifications of CFPcm, CRWP.
Chief Investment Officer
Frederick is a highly recognized professional asset manager with over 15 years of proprietary trading and portfolio management experience.
Frederick began his career as a proprietary trader and a market maker in FX markets working in the treasury department of large commercial banks. He then spent four years in one of the largest Swiss-based private bank working as a senior product specialist serving a number of ultra-high net worth clients directly.
Since 2015, Frederick has started to manage clients’ money directly, and is currently managing over 100 million USD in client assets. Over the years, he has gained a high degree of trust from both individual and institutional clients.
Frederick graduated in CUHK with bachelor degree of BBA in professional accountancy in 2004. Frederick also possesses professional qualifications of CFA, ACCA and FRM.
Chief Operating Officer
With more than 25 years' experience as a foreign exchange and money market trader at major international banks and foreign security institutions, Rayo is highly experienced in dealing with the foreign exchange, money market instruments
and fixed income securities.
After obtaining his bachelor’s degree in financial services from the University of Manchester, Rayo started working in several major banks serving different roles in the front, middle and back offices, and subsequently specializing in financial instrument trading. Rayo is also an associate member of The London Institute of Banking and Finance and a full member (practicing) of Treasury Markets Association, Hong Kong.
Thoughtful and prudent, Rayo brings his broad trading experiences to ONE Family Office. His genial manner also helps nurture our company culture: work for families, work as families.
Thomson joined ONE Family Office in 2018 with over 40 years in financial trading and operation experience.
Prior to joining ONE Family Office, Thomson served as the responsible officer (RO) for several asset management companies, overseeing the trading process and operations.
Before joining the asset management industry, Thomson was the head of foreign exchange trading desk at China CITIC Bank International. During his 30 years in the bank, Thomson took on a wide scope of job responsibilities, ranging from back office operation to front office roles. In particular, he made significant contributions to the bank while serving at the foreign exchange trading desk, such as developing several proprietary trading strategies and setting up the internet trading platforms.
Thomson’s solid experience in various trading investment instruments, daily account management, and dealing with banks is extremely valuable to the investment team.
Director, Head of Private Client
Pauline is a Director of One Family Office and was appointed as the Head of Private Client. She has over 20 years’ experience in providing cross-broader trust solution, corporate service structures and wealth planning for high
net worth individuals and professional intermediaries.
She has worked for few leading independent trustee companies such as TMF Group, Vistra Group and Equiom, as well as one of the Big Four accounting firms in Hong Kong, making her a well-recognized expert in the industry of structuring trust and managing offshore assets.
Pauline also has extensive experience on business development of family trust, offshore IPO structures trust and estate planning. She partnered closely with private banks, legal firms and insurance companies to provide customized asset protection solutions for wealthy families.
Pauline graduated in Macquarie University and is fluent in Cantonese, Mandarin and English. She not only holds a Master degree of Management but also possesses dual professional qualifications including company secretarial and marketing studies.
Portfolio Manager, Executive Director
A CFA charter holder and an MBA degree holder of University of Chicago Booth School of Business, Joe is a highly qualified portfolio manager with over 10 years of investment experience. He first joined an economic consulting
firm after receiving a BSc in Computer Science from Washington University in St Louis. Later while obtaining his MBA degree, he worked at a Chicago-based global hedge fund. After that, he came back to Hong Kong and became a
sector specialist in Credit Suisse covering Asia ex-Japan industrial equities. Before joining ONE Family Office, he was working at Samsung Asset Management and was a co-Portfolio Manager of the ASEAN fund.
With his extensive analytical skills and investment experience, Joe plays a core role in the investment team.
Portfolio Manager, Executive Director
Jimmy has 10 years of front line investment advisory experience covering mutual funds, structure product, fixed income securities, and foreign exchange.
Prior to joining ONE Family Office, he worked at Hang Seng Bank where he started as an Investment Product Specialist and was rapidly promoted to the role of investment services managers. He specializes in providing clients with tailored investment solutions and has track record of achieving decent return on clients’ capital.
Jimmy earned his finance degree at City University of Hong Kong.