關於萬方
與家族攜手傳承資產與理念，實現明日願景，共築更好未來。
我們的願景
品牌故事
十載積累，放眼百年
Family Office Advisory
Legacy Planning
萬方的故事始於一個願景——與客戶一同塑造未來，攜手不同世代的家族同行。秉持這份初衷，我們在過去十年間不斷發展，成為亞洲領先的多家族辦公室，為超高淨值人士與家族提供量身打造的家族辦公室顧問服務、傳承規劃與投資管理方案。
我們的綜合平台結合獨立性與專業建議，涵蓋各類資產類別，助您連接全球一流金融機構網絡，精選資源，回應日益複雜的需求，實現真正量身定制的解決方案。
萬方於香港與新加坡設立雙總部，並於上海、北京、台北及曼谷等亞洲重要門戶城市建立戰略據點。
OUR STRENGTH
Safeguarding Your Family's Legacy
我們的優勢
守護您的家族傳承
我們團隊
專業領導團隊
萬方家族辦公室以專業實力回應您的獨特需求與長遠願景，提供具長效價值的量身方案，涵蓋全方位的財富管理服務，助您統籌全局。
我們深信穩固、長遠的夥伴關係是服務的核心。以下是專注守護資產與延續傳承的萬方團隊。
專業領導團隊
首席行政總裁
萬方家族辦公室首席行政總裁
關志敏
關志敏是亞洲領先的聯合家族辦公室萬方家族辦公室的首席行政總裁。萬方家族辦公室為超高淨值人士提供量身定制的財富管理方案。作為行政總裁，關先生負責推動公司的戰略發展等重大決策。他帶領公司在亞洲各地拓展業務，並在香港、新加坡、上海、北京、台北和曼谷等亞洲門戶城市建立了穩固的據點。
在創立萬方家族辦公室之前，關先生曾在法國巴黎銀行及渣打銀行等機構的私人銀行部門累積了豐富的行業經驗。此外，他還是香港家族辦公室協會的創會及現任主席，該協會是促進家族辦公室行業、政府機構和監管機構之間對話的重要平台。關先生亦擔任新加坡香港商會主席。此外，關先生於香港大學經濟及工商管理學院擔任兼職副教授。
關先生擁有清華-INSEAD 聯合課程的行政人員工商管理碩士學位。他擁有蘭卡斯特大學經濟學和工商管理學士學位。
副行政總裁
萬方家族辦公室副行政總裁
曹偉超
曹偉超為萬方家族辦公室副行政總裁，同時擔任公司管理委員會和投資委員會成員。
在加入萬方之前，曹先生曾在中國人壽佛蘭克林資產管理公司擔任副首席執行官，協助管理350 億美元的資產，並為該公司風險管理委員會主席，以及投資委員會和管理委員會成員。在此之前，曹先生為惠理集團的集團董事總經理。在此期間，他負責該公司的 ETF 和量化投資業務，並為公司執行委員會的成員。
曹先生擁有豐富的投資組合管理經驗，曾在瑞銀集團、貝萊德集團和道富環球顧問公司擔任高級職務，曾負責管理香港盈富基金（香港聯交所股票代碼：2800）等。
曹先生擁有倫敦政治經濟學院運籌學理學碩士學位和倫敦大學學院土木工程（榮譽）工程學士學位。
新加坡首席執行官兼聯合創始人
(僅有英文版本)
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.
萬維數字家族辦公室首席行政官
萬維數字家族辦公室首席執行官
譚雋永
譚雋永是萬方家族辦公室的聯合創始人，在集團的長期戰略發展中扮演關鍵角色，帶領團隊推動多項核心增長計劃，持續拓展業務版圖，推動創新發展。
在洞察到數字資產領域中被忽視的市場需求後，他主導創立萬維數字家族辦公室，並出任首席執行官。作為萬方旗下專注於數字資產的品牌，萬維是亞洲首家以數字資產為核心的多家族辦公室。譚雋永希望通過萬維，為超高淨值客戶及其家族提供量身定制的數字資產配置方案，協助他們在瞬息萬變的金融環境中，實現財富的穩健增長、有效保障與順利傳承。
譚雋永擁有超過15年的私人銀行及管理經驗，曾任職於法國巴黎銀行與渣打銀行，負責為亞洲與歐洲的國際家族管理多元化的資產投資組合。
他畢業於英國曼徹斯特大學，現任香港家族辦公室協會董事會成員。
萬維數字家族辦公室管理合夥人 兼首席投資官
(僅有英文版本)
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.
投資專家
副行政總裁
萬方家族辦公室副行政總裁
曹偉超
曹偉超為萬方家族辦公室副行政總裁，同時擔任公司管理委員會和投資委員會成員。
在加入萬方之前，曹先生曾在中國人壽佛蘭克林資產管理公司擔任副首席執行官，協助管理350 億美元的資產，並為該公司風險管理委員會主席，以及投資委員會和管理委員會成員。在此之前，曹先生為惠理集團的集團董事總經理。在此期間，他負責該公司的 ETF 和量化投資業務，並為公司執行委員會的成員。
曹先生擁有豐富的投資組合管理經驗，曾在瑞銀集團、貝萊德集團和道富環球顧問公司擔任高級職務，曾負責管理香港盈富基金（香港聯交所股票代碼：2800）等。
曹先生擁有倫敦政治經濟學院運籌學理學碩士學位和倫敦大學學院土木工程（榮譽）工程學士學位。
投資顧問主管
(僅有英文版本)
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.
股票投資主管
(僅有英文版本)
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
萬方家族辦公室副行政總裁
曹偉超
曹偉超為萬方家族辦公室副行政總裁，同時擔任公司管理委員會和投資委員會成員。
在加入萬方之前，曹先生曾在中國人壽佛蘭克林資產管理公司擔任副首席執行官，協助管理350 億美元的資產，並為該公司風險管理委員會主席，以及投資委員會和管理委員會成員。在此之前，曹先生為惠理集團的集團董事總經理。在此期間，他負責該公司的 ETF 和量化投資業務，並為公司執行委員會的成員。
曹先生擁有豐富的投資組合管理經驗，曾在瑞銀集團、貝萊德集團和道富環球顧問公司擔任高級職務，曾負責管理香港盈富基金（香港聯交所股票代碼：2800）等。
曹先生擁有倫敦政治經濟學院運籌學理學碩士學位和倫敦大學學院土木工程（榮譽）工程學士學位。
私募投資主管
(僅有英文版本)
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.
外匯投資主管
(僅有英文版本)
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.
結構性產品主管
(僅有英文版本)
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.
財富傳承規劃
(僅有英文版本)
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
我們的地址
萬方家族辦公室於香港和新加坡設立雙總部，並於亞洲主要城市設有代表處。
Bangkok
+66 2073 0218
Beijing
Shanghai
+86 21 2056 7288
Taipei
+886 2 2722 8001