关于万方
与家族携手传承资产与理念，实现明日愿景，共筑更好未来。
我们的愿景
品牌故事
十载积累，放眼百年
Family Office Advisory
Legacy Planning
万方的故事始于一个愿景——与客户一同塑造未来，携手不同世代的家族同行。秉持这份初心，我们在过去十年间持续发展，成为亚洲领先的多家族办公室，为超高净值人士与家族提供量身定制的家族办公室顾问服务、传承规划与投资管理方案。
我们的综合平台结合独立性与专业建议，涵盖多元资产类别，助您连接全球一流金融机构网络，严选资源，回应日益复杂的需求，提供真正专属的解决方案。
万方在香港与新加坡设立双总部，并于上海、北京、台北和曼谷等亚洲主要门户城市布局战略据点。
OUR STRENGTH
Safeguarding Your Family's Legacy
我们的优势
守护您的家族传承
我们团队
战略领导团队
万方家族办公室以专业实力回应您的独特需求与长远愿景，提供具长期价值的定制方案，涵盖全方位的财富管理服务，助您统筹全局。
我们深信稳固、长远的伙伴关系是服务的核心。以下是专注守护资产与延续传承的万方团队。
战略领导团队
首席行政总裁
万方家族办公室首席行政总裁
关志敏
关志敏是亚洲领先的联合家族办公室万方家族办公室的首席行政总裁。万方家族办公室为超高净值人士提供量身定制的财富管理方案。作为行政总裁，关先生负责推动公司的战略发展等重大决策。他带领公司在亚洲各地拓展业务，并在香港、新加坡、上海、北京、台北和曼谷等亚洲门户城市建立了稳固的据点。
在创立万方家族办公室之前，关先生曾在法国巴黎银行及渣打银行等机构的私人银行部门累积了丰富的行业经验。此外，他还是香港家族办公室协会的创会及现任主席，该协会是促进家族办公室行业、政府机构和监管机构之间对话的重要平台。关先生亦担任新加坡香港商会主席。此外，关先生于香港大学经济及工商管理学院担任兼职副教授。
关先生持有清华-INSEAD联合课程的行政人员工商管理硕士学位，以及兰卡斯特大学经济学和工商管理学士学位。
副行政总裁
万方家族办公室副行政总裁
曹伟超
曹伟超为万方家族办公室副行政总裁，同时担任公司管理委员会和投资委员会成员。
在加入万方之前，曹先生曾在中国人寿富兰克林资产管理公司担任副首席执行官，协助管理350 亿美元的资产，并为该公司风险管理委员会主席，以及投资委员会和管理委员会成员。在此之前，曹先生为惠理集团的集团董事总经理。在此期间，他负责该公司的 ETF 和量化投资业务，并为公司执行委员会的成员。
曹先生拥有丰富的投资组合经验，曾在瑞银集团、贝莱德集团和道富环球顾问公司担任高级职务，曾负责管理香港盈富基金（香港联交所股票代码：2800）等。
曹先生拥有伦敦政治经济学院运筹学理学硕士学位和伦敦大学学院土木工程（荣誉）工程学士学位。
新加坡首席执行官兼联合创始人
(仅有英文版本)
CEO, Singapore, Raffles Family Office
Kendrick LEE
Kendrick oversees the firm’s operations, strategic direction, and growth initiatives within the region. Singapore, in tandem with Hong Kong, serves as a pivotal dual engine propelling Raffles Family Office’s growth and prosperity. From this key hub, Kendrick spearheads the firm’s expansion and client service initiatives across the paramount Southeast Asian markets. He collaborates closely with the executive team to devise and implement the firm’s vision, objectives, and growth strategies meticulously calibrated to the idiosyncratic requirements of the Singapore market and the more extensive Southeast Asian region.
Prior to his current responsibilities, Kendrick was instrumental in establishing Raffles Family Office’s presence and capabilities in Singapore and Southeast Asia. He managed and expanded the firm’s four business pillars that include: Independent Asset Management, Bespoke Wealth Solutions, Investment Structure Advisory, and Risk and Resilience Services. Under his leadership, the firm achieved significant growth in AUM and revenue, solidifying its position at the forefront of the wealth management industry.
Before co-founding Raffles Family Office, Kendrick built an impressive career in the private banking sector spanning over 15 years. He held various senior roles at prestigious institutions including Pictet, CIC and Indosuez, where he specialized in serving the complex investment and succession planning needs of ultra-high net worth clients across Thailand, Indonesia and Singapore. Kendrick earned his Bachelor of Science in Management from the University of Manchester while also proudly representing Singapore as a member of the national badminton team.
万维数字家族办公室首席行政官
万维数字家族办公室首席执行官
谭隽永
谭隽永是万方家族办公室的联合创始人，在集团的长期战略发展中扮演关键角色，带领团队推动多项核心增长计划，持续拓展业务版图，推动创新发展。
在洞察到数字资产领域中被忽视的市场需求后，他主导创立万维数字家族办公室，并出任首席执行官。作为万方旗下专注于数字资产的品牌，万维是亚洲首家以数字资产为核心的多家族办公室。谭隽永希望通过万维，为超高净值客户及其家族提供量身定制的数字资产配置方案，协助他们在瞬息万变的金融环境中，实现财富的稳健增长、有效保障与顺利传承。
谭隽永拥有超过15年的私人银行及管理经验，曾任职于法国巴黎银行与渣打银行，负责为亚洲与欧洲的国际家族管理多元化的资产投资组合。
他毕业于英国曼彻斯特大学，现任香港家族办公室协会董事会成员。
万维数字家族办公室管理合伙人
兼首席投资官
(仅有英文版本)
Managing Partner & CIO, Revo Digital Family Office
Zann KWAN, CFA
Zann KWAN, CFA, is Managing Partner, Chief Investment Officer of Revo Digital Family Office, the first-of-its-kind platform in Asia that enables ultra-high net worth families to access and invest in digital assets via a proprietary wealth management platform.
Kwan’s role as a crypto-native and finance professional demonstrates the firm’s continued commitment to serving the needs of both traditional and digital asset wealth holders through an ecosystem with access to digital assets and its peripheral products.
Kwan brings more than twenty-eight years of professional and financial services experience, in which twelve of those have been dedicated to the digital assets space. Kwan co-founded Bitcoin Exchange Pte Ltd, the company behind the first public bitcoin machine and over-the-counter exchange in Asia in 2014, as well as virtual asset service provider Deodi Pte Ltd.
Before her foray into digital assets, she was with GIC, one of the world’s largest sovereign wealth funds. Prior to that, she spent a decade in New York City with Andersen, KPMG and a family office.
Being a sought after thought leader in the digital asset industry, Kwan has been on the board of ACCESS for more than a decade. ACCESS is the leading blockchain and cryptocurrency industry association in Asia. She is also a board member of CFA Society of Singapore.
Kwan is one of the first finance and accounting trained entrepreneurs in the cryptocurrency space. She has played an instrumental role in the development of tax regulations on digital tokens in Singapore, advising IRAS, Singapore’s tax authority, in the nascent years. She is also part of the ACCESS consultation group to formulate the code of practice for the cryptocurrency industry in Singapore. She has been called the "Crypto Queen" by the Accounting and Business Magazine by ACCA in 2019 for her contribution in the space. She is also frequently interviewed by the likes of Bloomberg, Reuters, Nikkei and Channel News Asia.
投资专家
副行政总裁
万方家族办公室副行政总裁
曹伟超
曹伟超为万方家族办公室副行政总裁，同时担任公司管理委员会和投资委员会成员。
在加入万方之前，曹先生曾在中国人寿富兰克林资产管理公司担任副首席执行官，协助管理350 亿美元的资产，并为该公司风险管理委员会主席，以及投资委员会和管理委员会成员。在此之前，曹先生为惠理集团的集团董事总经理。在此期间，他负责该公司的 ETF 和量化投资业务，并为公司执行委员会的成员。
曹先生拥有丰富的投资组合经验，曾在瑞银集团、贝莱德集团和道富环球顾问公司担任高级职务，曾负责管理香港盈富基金（香港联交所股票代码：2800）等。
曹先生拥有伦敦政治经济学院运筹学理学硕士学位和伦敦大学学院土木工程（荣誉）工程学士学位。
投资顾问主管
(仅有英文版本)
Head of Investment Advisory, Raffles Family Office
Sky KWAH
Sky has over a decade of work experience in the investment industry with his last
stint at DBS Private Bank. He has received multiple awards over the years, and
consistently ranked among the bank’s top investment advisors. He currently leads a
team overseeing client portfolios, group-wide asset allocation, and investment
strategy.
He currently leads and oversees a team of investment advisory professionals
responsible for client portfolios, group-wide asset allocation, and investment strategy.
Sky manages diversified investment portfolios across multiple private banking and
investment platforms, serving exclusively UHNW multi-generational private families.
His expertise spans a wide range of asset classes, including equities, fixed income,
FX, derivatives and alternatives such as private debt and hedge funds.
Sky holds a Bachelor of Commerce degree with a triple major in Financial
Accounting, Investment Finance, and Corporate Finance from the University of
Western Australia.
股票投资主管
(仅有英文版本)
Head of Equities, Raffles Family Office
Derek LOH
As Managing Director, Head of Equities at Raffles Family Office, Derek Loh leads the construction and management of bespoke investment strategies in Public Equities across both discretionary and advisory client portfolios. He brings over two decades of banking and finance experience, including 18 years in asset management, from leading global investment banks and asset management firms, spanning across Hong Kong, Singapore, and Tokyo. Derek is known for his deep market and industry expertise and analysis, with a strong emphasis on fundamentals and portfolio risk management.
Prior to joining Raffles Family Office, Derek held senior investment roles at several leading asset management firms in Hong Kong where he advised and/or managed multi-billion-dollar global investments across both public and private investments on behalf of institutional investors, including global sovereign wealth funds, institutions and UHNWs.
Derek holds an Executive MBA from the Kellogg School of Management and HKUST. He is also a Certified Public Accountant (CPA).
固定收益
万方家族办公室副行政总裁
曹伟超
曹伟超为万方家族办公室副行政总裁，同时担任公司管理委员会和投资委员会成员。
在加入万方之前，曹先生曾在中国人寿富兰克林资产管理公司担任副首席执行官，协助管理350 亿美元的资产，并为该公司风险管理委员会主席，以及投资委员会和管理委员会成员。在此之前，曹先生为惠理集团的集团董事总经理。在此期间，他负责该公司的 ETF 和量化投资业务，并为公司执行委员会的成员。
曹先生拥有丰富的投资组合经验，曾在瑞银集团、贝莱德集团和道富环球顾问公司担任高级职务，曾负责管理香港盈富基金（香港联交所股票代码：2800）等。
曹先生拥有伦敦政治经济学院运筹学理学硕士学位和伦敦大学学院土木工程（荣誉）工程学士学位。
私募投资主管
(仅有英文版本)
Head of Private Equity, Raffles Family Office
Ms. Jo HUANG, CFA
Ms. Huang brings in 20 years of experience in the financial industry, encompassing a solid 16 years of experience in private equity across multiple markets.
Jo led the private market investment department of PICC Asset management Hong Kong and was one of the company’s investment committee team members for 4 years. Prior to that, she served as Investment Director at GF Investments Hong Kong for 3 years. Prior to GF, she was a Principal at Excelsior Capital Asia for 7 years, a leading international growth capital private equity firm with reputable institutional LPs including US and European pension funds, university funds and insurance companies.
Prior to her private equity career, she has worked in Credit Suisse Hong Kong Equities Research and Fixed Income Research with Commonwealth Bank Australia in Sydney.
Jo is a CFA charter-holder. She holds a Master of Management in Finance from Macquarie Graduate School of Management and a Master of Information Technology from University of Sydney.
外汇投资主管
(仅有英文版本)
Head of Foreign Exchange, Raffles Family Office
Benn NG
Benn Ng is Head of Foreign Exchange at Raffles Family Office, where he leads the firm’s initiatives in Singapore to support ultra-high-net-worth individuals (UHNWIs) in establishing and managing Single Family Offices. With over three decades of experience in financial markets and wealth management, Benn brings deep expertise in FX, derivatives, and alternative investments.
Before joining Raffles Family Office in 2019, Benn held senior leadership roles across global banks including Indosuez Wealth Management, CIC, ABN AMRO, Citibank, and UBS, where he specialized in FX trading, structured solutions, and revenue growth strategies. His leadership helped drive significant regional FX revenue growth and innovative client solutions.
Benn is a passionate advocate for Singapore’s role as a premier hub for External Asset Management. He also serves as an IBF-qualified trainer in private banking and holds multiple advanced degrees, including Master's qualifications from NYU Stern, Imperial College London, and Nanyang Technological University.
With a mission to elevate wealth management standards in Asia, Benn continues to advise UHNW clients on optimal structures for their family offices, utilizing vehicles such as VCCs and trusts.
结构性产品主管
(仅有英文版本)
Head of Structured Investments, Raffles Family Office
Julien GRUNEBAUM
As Head of Structured Investments at Raffles Family Office, Julien Grunebaum spearheads the development, build-out, and distribution of bespoke cross-asset investment solutions across both discretionary and advisory strategies. A recognized structured products solutions expert, Julien drives internal distribution and significantly strengthens the group’s overall investment capabilities, ensuring that Raffles Family Office remains at the forefront of market innovation.
Under his dynamic leadership, Julien has been instrumental in establishing the Structured Investments department. His strategic initiatives have secured direct access to over 20 investment banks and led to the implementation of a cutting-edge platform that enables real-time pricing. These advancements have contributed to a remarkable 55-fold increase in turnover and a substantial improvement in Return on Assets (ROA).
Prior to joining Raffles Family Office, Julien spent close to a decade in leadership roles at top global investment banks, where he built deep expertise in product innovation and client advisory. This extensive background has established him as a key high-achiever in the industry.
财富传承规划
(仅有英文版本)
Wealth and Legacy Planning, Raffles Family Office
Candy ZHOU
Candy Zhou is an accomplished wealth management professional with over a decade of experience across multiple financial sectors, including banking, independent financial advisory, and insurance. Throughout her career, Candy has worked in prominent financial hubs such as Singapore, Hong Kong, and Shanghai, building a reputation for delivering bespoke wealth management solutions to high-net-worth individuals.
At Raffles Family Office, Candy specialises in crafting customised wealth transfer and preservation strategies, collaborating with top global financial institutions and insurers to provide comprehensive and compliant solutions. Her expertise lies in addressing complex cross-border financial and legacy planning needs, ensuring the seamless execution of strategies that meet the specific requirements of her clients.
Bangkok
26/F, Gaysorn Tower, 127 Ratchadamri Road, Lumpini, Pathumwan, Bangkok 10330
+66 2073 0218
Shanghai
2901-02, 29/F, Jinmao Tower, 88 Century Avenue, Pudong New District, Shanghai
+86 21 2056 7288
Taipei
9/F, No. 1, Songzhi Road., Xinyi District, Taipei City 110, Taiwan (R.O.C.)
+886 2 2722 8001
Bangkok
26/F, Gaysorn Tower, 127 Ratchadamri Road,
Lumpini, Pathumwan,
Bangkok 10330
+66 2073 0218
Shanghai
2901-02, 29/F, Jinmao Tower, 88 Century Avenue,
Pudong New District, Shanghai
+86 21 2056 7288
Taipei
9/F, No. 1, Songzhi Road, Xinyi District, Taipei City 110,
Taiwan (R.O.C.)
+886 2 2722 8001
我们的地址
万方家族办公室在香港和新加坡设立双总部，并在亚洲主要城市设有代表处。
Bangkok
+66 2073 0218
Beijing
Shanghai
+86 21 2056 7288
Taipei
+886 2 2722 8001