Master of Family Wealth Management

Why Does History Matter in Family Wealth Management?

Family wealth management is a multifaceted endeavor that extends beyond financial transactions and balance sheets. It involves a comprehensive understanding of familial dynamics, values, and the intricate tapestry of history woven through generations.

History plays a pivotal role in shaping the approach to wealth management within families, influencing decision-making processes, values transmission, and the preservation of legacy. Therefore, historical lessons enable family managers today to understand the present and plan for the future.

This essay explores five reasons why history matters in family wealth management.

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The 1st Family Wealth Management Programme Orientation

On August 28, 2024, the HKU Master of Family Wealth Management programme held our first ever Student Orientation at May Hall, University of Hong Kong, welcoming our first intake class to this interdisciplinary programme.

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FWM Programme Offsite 2024-2025 Retreat

Families are a type of teams, and as a Master programme in Family Wealth Management, learning how to collaborate with others is an integral part of our curriculum. As part of our student induction, newly admitted HKU Master of Family Wealth Management (“FWM”) students attended an Offsite Retreat from August 29 to 30, 2024 to explore the importance of group dynamics. Through team games, lectures, and discussions, our students got to know each other better and, more importantly, learned how to collaborate in teams.

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On HK Trust Structures

Curious about family offices and trust structures in Hong Kong? Check out this insightful conversation between our Programme Director Bonnie Leung and our instructor Maggie Chen, and learn more about our programme.

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Media Article | Professor Zhiwu Chen | Asian family offices switch focus as geopolitical risks rise (Financial Times)

The Hong Kong Institute for the Humanities and Social Sciences (“IHSS”) Institute Director Zhiwu Chen recently shared his views with the Financial Times on the changing asset allocation preferences of wealthy Chinese families.

“The wealth management sector, buoyed by the expansion of family offices, has remained surprisingly vibrant, says Zhiwu Chen, professor of finance at Hong Kong University Business School.
‘During the past two years, many billionaires have moved their family offices to Hong Kong, so they can manage their investments globally.’ ”

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Webinar Replay on HKU’s Master of Family Wealth Management Programme

Watch the replay to our admissions webinar that took place on Dec 18, 2023. In the webinar, IHSS Director Professor Zhiwu Chen, FWM Programme Director Ms Bonnie Leung, and IHSS Associate Professor Dr John D Wong gave a detailed introduction of the programme’s philosophy, curriculum, and key features.

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