BLACKHORN WEALTH MANAGEMENT
Blackhorn Wealth Management was founded on the values of partnership. As a privately owned and managed organisation, we are able to take a long-term approach toward our relationships. Our clients are viewed as a part of our partnership - our success is measured in alignment with your success.
Our Expertise
Our team comprises professionals with decades of experience in their respective fields. We believe that maintaining a diverse team of experts is the best way to serve our clients. From private wealth management to deal sourcing and legacy planning, our advisors will work with you to tailor custom solutions.
Our Philosophy
We take on a holistic view of managing client assets - looking beyond traditional investment returns. Our investment philosophy is guided by a strategic long-term view, emphasizing portfolio diversity with downside protection.
Our Commitment to Results
We offer institutional services on a personalized level. Our advisors are committed to deliver resilient and sustainable long-term results that are tailored to you and your family's goals.
Our Partnerships
As an external asset manager, we partner with the most reputable private banks. These trusted partnerships ensure that clients gain access to a diverse array of products and services to best suit their needs. Our advisors are able to manage portfolios across platforms to consolidate assets all under one roof.
OUR MANAGEMENT TEAM
Mary Chiu
Founder
Mary Chiu is the Founder of Blackhorn Group, which includes Blackhorn Wealth Management and Blackhorn Family Office. With more than 20 years of experience in the asset management and banking industry, Mary was previously with UBS AG, expanding their Global Family Office offering in Greater China by providing investment solutions across the wealth management and institutional platform to prominent Hong Kong families. Mary started her banking career at Morgan Stanley, where she helped companies raise capital through IPOs and follow-on offerings and assisted Hong Kong listed companies in debt and equity capital issuances. She holds an MBA with Distinction from the Johnson Graduate School of Management at Cornell University and a double major Honours BA in Economics and Philosophy from the University of Toronto.
Yugi Lee
Founder
Yugi is the Founder of Blackhorn Group, which includes Blackhorn Wealth Management and Blackhorn Family Office. She is an outstanding female entrepreneur and she was also awarded the " Outstanding CEO Award" by Capital CEO magazine in 2022. Prior to setting up Blackhorn, Yugi served as a director in the wealth management division of UBS for six years, responsible for managing the assets of many well-known HK families and listed companies, including those in Mainland China and HK. She rapidly rose to the position of director at the age of 25, with total assets under management reaching 800 million USD. Â Yugi obtained her Bachelor's degree in Business Administration, majoring in Economics, from the Hong Kong University of Science and Technology. After graduation, she embarked on her banking career by working at Bank of Shanghai. At that time, she was a key member of the founding team and directly assisted the CEO to set up Hong Kong Branch and obtained a restricted banking license from the Hong Kong Monetary Authority, as well as set up various departments within the bank. In 2014, she also worked in the Independent Wealth Management (EAM) team at Credit Suisse, providing investment and execution solutions for family offices. She is a passionate and driven entrepreneur, dedicated to creating value and success for her clients.
Alan Lee
Managing Director
Alan is a Managing Director at Blackhorn, primarily responsible for managing ultra-high-net-worth clients’ portfolios, as well as driving the development and implementation of investment strategies and solutions across the firm based on in-house advisory team’s research. He has over 15 years of international experience in wealth management, across Hong Kong, Singapore, and Australia with a strong focus in foreign exchange spot and derivative trading. Prior to joining Blackhorn, Alan spent over 8 years at UBS Wealth Management Hong Kong as a Director. He managed the portfolios of individuals and families by providing tailored financial solutions and asset allocation services. He began his career at Citi Australia as a wealth management advisor, and later in Singapore with HSBC Private Banking covering the North Asia market. ​Alan holds a Master of Business in Finance degree from the University of Technology, Sydney, and a Bachelor of Engineering degree in Telecommunications from the University of New South Wales.
