About Us - 瑭明家族辦公室 Topaz Family Office

Topaz Investment Strategy Limited

Topaz Investment Strategy Limited was established in 2013 and is committed to providing a full range of cross-border and global financial services to individual, corporate and institutional clients in Hong Kong, Macau, Mainland China and overseas.

Our business covers brokerage and investment advisory services, asset management and even family office solutions, and is operated by relevant licensed subsidiaries under the supervision of the Hong Kong Securities and Futures Commission (“SFC”).

The wholly-owned subsidiaries of Topaz Investment Strategy Limited include Topaz Financial Group Limited, Topaz Capital Management Limited and Topaz Family Office Limited. Headquartered in the core business district in Central of Hong Kong, and headed by founding members who have served in major financial institutions in the region, together with our professional teams we strive to assist our clients in achieving their investment goals.

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The wholly-owned subsidiaries of Topaz Investment Strategy Limited include Topaz Financial Group Limited, Topaz Capital Management Limited and Topaz Family Office Services Limited. Our headquarter is located in the core business district of Central, Hong Kong, headed by founding members who have served in major financial institutions in Hong Kong, and we strive to lead our professional teams to help clients achieve their investment goals.

Topaz Financial Group Limited

Topaz Financial Group Limited (TFGL) is a licensed corporation to carry on Type 1 (Dealing in Securities), Type 2 (Dealing in Futures Contracts), Type 4 (Advising on Securities) and Type 5 (Advising on Futures Contracts) regulated activities for the purposes of the Securities and Futures Ordinance (Cap.571) (CE No.: BAA079) and is also an Exchange Participant of Stock Exchange of Hong Kong Limited.

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As a fast-growing financial institution, Topaz Financial Group Limited provides investors with diversified investment services, including global securities, bonds, commodity futures and options trading. Relying on our experience and insights in the financial field, Topaz Financial formulates comprehensive investment plans and provides all-round support for customers. We strive our best to be a trusted investment partner of customers.

Our team of investment managers provides appropriate investment advice to high-net-worth private and institutional clients. Our services range from transaction execution to risk management and portfolio analysis. We are also committed to introducing high-quality financial tools and investment strategies to assist customers comprehensively improve the utility of funds, so as to generate the best cash flow and effectively hedge risks.

We provide investors with a reliable and fast investment experience. Customers can trade through our dealing desk by phone calls and electronic channels such as mobile trading platforms. Convenient trading services allow customers to enquire their account information anytime and anywhere so as to grasp every investment opportunity.

Topaz Capital Management Limited

Topaz Capital Management Limited (TCML) is a licensed corporation to carry on Type 9 (Asset Management) regulated activities for the purposes of the Securities and Futures Ordinance (Cap.571) (CE No.: BCD276), dedicated to providing comprehensive investment management services to institutional and high-net-worth customers.

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We insist on starting from the interests of investors. In addition to conducting detailed financial analysis for customers, we will also have an in-depth understanding of customers’ risk tolerance, product preferences and investment goals. The investment manager team carefully designs the investment portfolio that best meets the needs of customers by fully grasping the latest market trends and global market conditions, as well as the uniqueness of various products. Investors can also entrust Topaz Capital to manage assets on their behalf. Our efficient investment solutions cover stocks, fixed income and alternative asset classes, which appropriately meet the capital capabilities and return needs of customers.

In addition, we believe by applying the investment strategies adopted by institutional investors to the level of personal financial management, customers’ wealth will be managed more effectively. In view of this, Topaz Capital has worked jointly with international private banks to implement External Asset Management (EAM) programs. Through the steady and reliable support of private banks and the professional investment strategies we provide, we strive to increase the value of our clients’ assets and achieve the most lucrative returns.

Overview of Topaz Capital Management Limited*

A trusted asset management partner, with total asset under management worth US$1 billion
Asset classes include global securities, indices, commodity futures, bonds and structured investment products
Professional investment management team and research department following up on each asset class and product

*Source: Topaz Capital Management Limited data as of October 31, 2020.

Topaz Family Office Limited

Topaz Family Office Limited (TFO) provides holistic family office services & solutions to ultra-high-net-worth families. Beside full-fledged wealth management services by Topaz Financial Group Limited, Topaz Capital Management Limited, TFO strategically assists the family’s sustainable development, it also actively participates in defining cross-generational inheritance plans to enable the family’s wealth to be effectively inherited.

We pay attention to the uniqueness of each ultra-high-net-worth family and have a deep understanding of its decision-making policy and the communication mode among family members to ensure that the wishes and phased goals of the entire family can be fully met.

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Comprehensive family office solutions:

Family asset management: comprehensive financial statistics and analysis, asset allocation consulting, asset maintenance and expansion, family asset strategy and risk management framework, offshore or overseas business consulting*
Family governance structure: operation and practice of existing governance framework, human resource strategy
Wealth inheritance: inheritance planning, family resource management and distribution, family trusts and funds, charity strategy
Tax and legal advice: tax arrangement and planning, legal support
Member affairs support: real estate management, insurance and financial solutions, immigration and education consulting solutions, comprehensive administrative support
Privacy protection arrangements: exclusive private treasury, travel and transportation arrangements, private bodyguard services, premises security and surveillance

(*Remarks: All the wealth & asset management services are rendered by Topaz Financial Group Limited and Topaz Capital Management Limited)

T&E Partners

T&E Partners is the UK presence of Topaz Family Office Hong Kong. With our extensive experience, we are dedicated to delivering comprehensive, personalized, and exceptional services to families across Greater China, the UK, and Europe. The group has deep expertise in global asset management in both private and public markets.

Our mission is to bridge the gap between the East and West by fostering stronger ties and collaboration among family offices in both regions. We aim to support the global outlook and ambitions of families in both regions. We believe that family legacy encompasses not only wealth and assets, but also the values and traditions which define a family’s identity and culture.

T&E Partners was established by Topaz and Eze Family Office. T&E Partners is a cross-border community for family offices, high-net-worth individuals, and fund management companies from Greater China, the UK and Europe. T&E Partners arranges regular events for its community, including family office forums, and delegation visits to HK/UK to meet with the leading family office principals and fund management firms in both regions.