HKU Master of Family Wealth Management

HKU Master of Family Wealth Management A one-year taught Master of Family Wealth Management programme offered by the University of Hong Kong

๐Ÿ™Œ ๐Ÿค ๐ŸŽ“ MFWM 2026 New Student Induction & Teamwork Retreat ๐Ÿ• 28 โ€“ 29 August 2026We are thrilled to welcome our newest coho...
08/09/2026

๐Ÿ™Œ ๐Ÿค ๐ŸŽ“ MFWM 2026 New Student Induction & Teamwork Retreat
๐Ÿ• 28 โ€“ 29 August 2026

We are thrilled to welcome our newest cohort of students to the Master of Family Wealth Management (MFWM) programme! On August 28th, students kicked off their studies with a 2-day retreat. โ›ด๏ธ The retreat featured activities designed to prepare students for the year ahead, covering key elements of teamwork, career planning, and learning at HKU. ๐Ÿ“š

Day 1 opened with icebreakers and a pop quiz ๐ŸงŠ, followed by mini-lectures and a hands-on team-building challenge. We wrapped up the day with dinner, an alumni panel, and an "Ask Me Anything" session where faculty and alumni shared their experience and advice with students. ๐Ÿ’ก

Day 2 brought the retreat's signature exercise. ๐ŸŒŸ Students had the opportunity to practice real-world, collaborative thinking by stepping into the shoes of a multi-generational family. ๐Ÿ—บ๏ธ

In summary, the MFWM retreat fostered strong connections through collaborative games, exercises, and discussions designed to build teamwork, trust, and mutual support among our students. ๐Ÿ’ช We look forward to celebrating a successful academic year ahead! ๐Ÿฅ‚โœจ

๐ŸŽ‰ Capstone Day 2026 โ€“ HKU Master of Family Wealth Management ๐Ÿ“ 12 June 2026 | ๐Ÿ•˜ Full DayWhat an incredible milestone! ๐ŸŽ“ ...
24/06/2026

๐ŸŽ‰ Capstone Day 2026 โ€“ HKU Master of Family Wealth Management

๐Ÿ“ 12 June 2026 | ๐Ÿ•˜ Full Day

What an incredible milestone! ๐ŸŽ“ How do our students translate a year of rigorous academic training into real-world strategies? On 12 June, our .fwm students successfully completed their capstone projects, marking the culmination of an intensive, multi-disciplinary journey into family wealth management!

๐Ÿ—ฃ๏ธ๐Ÿ“ˆ From early morning to afternoon, our student teams presented their extensive research findings to a distinguished panel of faculty and industry mentors. FWM students on the internship track also joined their research peers to share their practical experiences. The invaluable feedback they received is something they will proudly carry forward as future family wealth managers.

๐ŸŽค The insightful presentations were followed by an appreciation ceremony for our supporters. We proudly presented certificates of appreciation to our dedicated project mentors and internship employers, in recognition of their generous sharing of industry expertise and invaluable insights.๐Ÿฅ‚

๐ŸŒŸ To our distinguished guest speakers, industry practitioners, employers, mentors, professors, and the administrative staff working tirelessly behind the scenes: thank you. Your unwavering support, guidance, and expertise have been instrumental in our students' growth.

Massive congratulations to our Class of 2026! ๐ŸŽ“ We cannot wait to see the incredible impact you will make as you step into the wealth management industry. Thank you to our wonderful community for making this day truly unforgettable! ๐Ÿš€โœจ









Stay connected with the FWM family! Follow us on LinkedIn, Instagram, and Facebook for the latest programme updates, event highlights, and industry insights. ๐ŸŒ๐Ÿ“ฒ

๐ŸŽ‰ Capstone Day 2026 โ€“ HKU Master of Family Wealth Management  ๐Ÿ“ 12 June 2026 | ๐Ÿ•˜ Full Day What an incredible milestone! ...
24/06/2026

๐ŸŽ‰ Capstone Day 2026 โ€“ HKU Master of Family Wealth Management

๐Ÿ“ 12 June 2026 | ๐Ÿ•˜ Full Day

What an incredible milestone! ๐ŸŽ“ How do our students translate a year of rigorous academic training into real-world strategies? On 12 June, our .fwm students successfully completed their capstone projects, marking the culmination of an intensive, multi-disciplinary journey into family wealth management!

๐Ÿ—ฃ๏ธ๐Ÿ“ˆ From early morning to afternoon, our student teams presented their extensive research findings to a distinguished panel of faculty and industry mentors. FWM students on the internship track also joined their research peers to share their practical experiences. The invaluable feedback they received is something they will proudly carry forward as future family wealth managers.

๐ŸŽค The insightful presentations were followed by an appreciation ceremony for our supporters. We proudly presented certificates of appreciation to our dedicated project mentors and internship employers, in recognition of their generous sharing of industry expertise and invaluable insights.๐Ÿฅ‚

๐ŸŒŸ To our distinguished guest speakers, industry practitioners, employers, mentors, professors, and the administrative staff working tirelessly behind the scenes: thank you. Your unwavering support, guidance, and expertise have been instrumental in our studentsโ€˜ growth.

Massive congratulations to our Class of 2026! ๐ŸŽ“ We cannot wait to see the incredible impact you will make as you step into the wealth management industry. Thank you to our wonderful community for making this day truly unforgettable! ๐Ÿš€โœจ







Stay connected with the FWM family! Follow us on LinkedIn, Instagram, and Facebook for the latest programme updates, event highlights, and industry insights. ๐ŸŒ๐Ÿ“ฒ

๐ŸŒ Mar/Apr Guest Speakers on Impact and Philanthropy in Family Wealth Management ๐ŸŒWith the warmest recorded temperature f...
11/03/2026

๐ŸŒ Mar/Apr Guest Speakers on Impact and Philanthropy in Family Wealth Management ๐ŸŒ

With the warmest recorded temperature for the Antarctic continent in the last decade, how can we make the world a better place for our future generations? When it comes to investment, what are the ways to go beyond one lens of success? What are the changes that we can make for the environment if investing is not only measured by its financial returns but also its social and environmental impact?
In our MFWM7019 class: Sustainable Investing, Impact & Philanthropy, we had the pleasure of inviting distinguished guest speakers to share their expertise and experience in the sector. We also had wonderful strategic partners who invited us to witness impact investing in practice.

On February 26, we were honored to have Mr. Trevor Yang, Principal of D of B Group and Director of Jessie and Thomas Tam Charitable Foundation, to share his insights on managing a single family office, passing on the familyโ€™s legacy to the next generation, and leading effective philanthropies. Trevor had served or currently serves on the board of a number of charitable organizations, including WWF HK, Childrenโ€™s Thalassaemia Foundation, Jebsen Charitable Fund, and others. The students were fortunate to glean real world insights on family offices and philanthropy from Trevor.

On February 27, a delegation of MFWM students visited The Mills in Tsuen Wan, Nan Fung Groupโ€™s heritage revitalization project, which stemmed from the groupโ€™s textile legacy in Hong Kong. Ms. Stella Chiu, Director of Partnership & Strategy, NF Trinity, introduced the organization structure and investment portfolio of NF Trinity, the family office entity. Then Ms. Cintia Nunes, General Manager and Head of Asia, The Mills Fabrica, introduced the investment philosophy and partnerships of The Mills Fabrica, the Groupโ€™s fund with a strong impact-lens. This was followed by a tour of The Mills, a new centre for heritage, experiential retail and innovation, transformed from cotton spinning mills from the 1950โ€™s era. The visit enabled MFWM students to see in real-life the intersection of family business, family investment, and family philanthropy that they learned in the classroom. We are grateful to the Nan Fung Group for their support across the different entities.

On March 3, we were delighted to invite Mr. Michael Au, Founder of District Capital, and Board Chair of Toniic, to share how he founded District Capital, an investment firm focused on impact investments for his family. In his capacity as Board Chair of Toniic, he further shared how wealth holders are aligning their portfolios with their values across the globe. We are grateful for Michaelโ€™s honest, personal sharing of his experiences.

We thank our hosts and guest speakers for their generous sharing.


The University of Hong Kong
Hong Kong Institute for the Humanities and Social Sciences ้ฆ™ๆธฏไบบๆ–‡็คพๆœƒ็ ”็ฉถๆ‰€
HKU Business School
HKU Business School - Masters Programmes

๐ŸŒ Special guest speakers of HKU Master of Family Wealth Management Programme (Conโ€™t) ๐ŸŒWhat is a family council in a form...
28/01/2026

๐ŸŒ Special guest speakers of HKU Master of Family Wealth Management Programme (Conโ€™t) ๐ŸŒ

What is a family council in a formalized governance system? Does a family constitution call for the family members to work together in a new way? What does compliance mean for family offices? How does investment intelligence become part of the digital solution for family offices? In what ways are generative AI models applied in the operation of family offices?

In the second half of our MFWM7006 class: Current Issues in Family Office Management, we continue to have exceptional guest speakers to join us and share their insights in the field.

First on January 12, Trinnie So, Managing Director and Founder of 3Points Compliance, showed our students the regulatory obligations and compliance requirements for family offices and the cases of AML enforcement in Hong Kong and Singapore. She also introduced to us the Segantii story, a prominent insider trading case in Hong Kong.

Second, on January 14, we were excited to have Christian Stewart, Founder of Family Legacy Asia, a fellow of the Family Firm Institute (FFI) and a member of the board of directors of the James E. Hughes Jr. Foundation, to May Hall to share his insights on the dynamics of family meetings and the interplay between family governance and business governance.

On January 21, we were honoured to have Grant Ko, Board of Director, Education Committee of FOAHK, Vice Chair of Family Office Association Hong Kong and Chairman of Wisdom Group and Kenny Cao, Associate Director, Technology and Transformation Consulting at PwC, to share their insights on digital transformation of family offices and the integration of AI into the operational blueprint.

What a marvelous journey! We thank all our distinguished guest speakers for their generous sharing.











The University of Hong Kong
Hong Kong Institute for the Humanities and Social Sciences ้ฆ™ๆธฏไบบๆ–‡็คพๆœƒ็ ”็ฉถๆ‰€
HKU Business School
HKU Business School - Masters Programmes

๐ŸŒ Special guest speakers of HKU Master of Family Wealth Management Programme ๐ŸŒIn what ways did the landscape of family o...
15/01/2026

๐ŸŒ Special guest speakers of HKU Master of Family Wealth Management Programme ๐ŸŒ

In what ways did the landscape of family offices evolve over the years? What are the upcoming trends of asset allocation in global family offices? How did investment in art and wine become more prevalent globally? What are the main consideration for setting up family offices in Hong Kong?

In our MFWM7006 class: Current Issues in Family Office Management, we were fortunate enough to have extraordinary guest speakers to share their insights in this area.

First, on December 15, we were honoured to have Ronald Chan, CIO of Chartwell Capital to May Hall to share his story in running an investment firm and his attitude on wealth allocation to the next generation.

Then on December 17, Jessica Liu, Deputy Director, Lending Specialist of Sothebyโ€™s Financial Services, showed our students the latest development of the art market and the basics of how an auction house works. She also introduced to us how the art financing mechanism comes into play in the industry.

On the same day, we welcomed a guest from the wine investment field. Bernice Liu, who is a seasoned expert in evaluating the investment performance of fine wine and vineyard, shared her insights on how the major wine indices have performed over the years and the specialties over different selections of fine wines. She also brought cheese and wine to the class for sharing.

On December 18, Angel Chia, Executive Director of Hong Kong Academy for Wealth Legacy, shared her insights on the latest philanthropic projects and important considerations for setting up a family office in Hong Kong.

What an impressive journey! We thank all our distinguished guest speakers for their generous sharing.











The University of Hong Kong
Hong Kong Institute for the Humanities and Social Sciences ้ฆ™ๆธฏไบบๆ–‡็คพๆœƒ็ ”็ฉถๆ‰€
HKU Business School
HKU Business School - Masters Programmes

08/01/2026

๐ŸŒŸ Join us for the HKU Family Wealth Series! ๐ŸŒŸ

Title:
Entrepreneurial Giving Empowers People & Communities

Speaker:
Ms. Joy Lo Cheung, Chairwoman of the Lo Kwee Seong Foundation

Date & Time:
Jan 29, 2026 (Thurs) | 17:30 โ€“ 18:30 HKT

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

Donโ€™t miss this inspiring talk on how entrepreneurial giving can make a difference! โœจ
๐Ÿ”—Find out more and register here: https://www.hkihss.hku.hk/en/events/entrepreneurial-giving-empowers-people-communities/


The University of Hong Kong
HKU Master of Family Wealth Management
Hong Kong Institute for the Humanities and Social Sciences ้ฆ™ๆธฏไบบๆ–‡็คพๆœƒ็ ”็ฉถๆ‰€

20/11/2025

๐ŸŒŸใ€HKU Family Wealth Seriesใ€‘๐ŸŒŸ
Join us for an insightful lecture on "Wealth Transfer in China: Insights from an Institutional Investor ไธญๅœ‹ๅฎถๆ—่ฒกๅฏŒๅ‚ณๆ‰ฟโ€”ไพ†่‡ชๆฉŸๆง‹ๆŠ•่ณ‡่€…็š„่ง€ๅฏŸ"

๐Ÿ“… Date: Dec 9, 2025 (Tue)
๐Ÿ•” Time: 17:30 โ€“ 19:00 HKT
๐Ÿ“ Venue: Lecture Hall, G/F, May Hall, HKU
๐Ÿ—ฃ๏ธ Language: Mandarin ๆ™ฎ้€š่ฉฑ

Speaker: Mr Lefei Liu ๅЉๆจ‚้ฃ›ๅ…ˆ็”Ÿ, CPE ๆบๅณฐ่‘ฃไบ‹้•ฟๅ…ผ CEO

Donโ€™t miss this opportunity to gain valuable perspectives on wealth transfer strategies in China!
๐Ÿ”— Register now: https://www.hkihss.hku.hk/en/events/wealth-transfer-in-china-insights-from-an-institutional-investor/

#ๆธฏๅคง่ฌ›ๅบง
The University of Hong Kong
HKU Master of Family Wealth Management
Hong Kong Institute for the Humanities and Social Sciences ้ฆ™ๆธฏไบบๆ–‡็คพๆœƒ็ ”็ฉถๆ‰€

17/11/2025
To celebrate the accomplishment of the first Master of Family Wealth Management (โ€œMFWMโ€) cohort, we are pleased to intro...
13/11/2025

To celebrate the accomplishment of the first Master of Family Wealth Management (โ€œMFWMโ€) cohort, we are pleased to introduce our inaugural issue of โ€œLegacy: HKU MFWM Capstone Project Review.โ€ This booklet showcases excerpts from student research completed in the Master of Family Wealth Management programme at The University of Hong Kong as part of the capstone course. While each teamโ€™s original report exceeded 10,000 words, the editors of the Review created excerpts from the full reports to highlight key insights from each of the 8 student projects.

From this Review, one has a glimpse of the breadth and depth of knowledge our students touched upon during their MFWM studies. The projects span a variety of topics from investments to taxation to philanthropy and M&A of family -owned businesses. To read the full document, please click the link: http://www.mfwm.hku.hk/wp-content/uploads/2025/11/AY2024-25_Legacy_HKU-MFWM-Capstone-Project-Review.pdf.

Special thanks to editors Ms Bonnie Leung & Mr Yeyuxing Chen, who streamlined the content for readability. We are proud to see the achievements of our first cohort graduates and are looking forward to celebrate more success of our students in the future.











The University of Hong Kong
Hong Kong Institute for the Humanities and Social Sciences ้ฆ™ๆธฏไบบๆ–‡็คพๆœƒ็ ”็ฉถๆ‰€
HKU Business School
HKU Business School - Masters Programmes

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