2025 Family Office Association Hong Kong Case Competition Championship
On 19 February, the HKU team “Invezture” were crowned champions of the Family Office Association Hong Kong (FOAHK) 2025 Case Competition. Team members included Manson Tsui, BFin(AMPB) Year 5 (left), Vicky Chan, BFin(AMPB) Year 5 (middle), Kimberley Gu BFin(AMPB) Year 4 (right), and Austin Lau, BBA(Law)&LLB Year 5 (absent).
The competition attracted more than 100 teams from around the world to compete in Round 1, and six teams advanced to the Final Round. Finalists included teams from Hong Kong, Singapore, and London, who competed for the Championship at HKU iCube. In addition to the esteemed adjudicators, more than 50 industry guests attended, such as asset managers and from private banks and family offices. Under Secretary for Financial Services and the Treasury, Joseph Chan JP was the Guest of Honour.
Supported by experienced mentors, the HKU Team delivered a sophisticated and well-reasoned solution for an ultra-high-net-worth family spanning three generations. The portfolio demonstrated an understanding of the family’s investment objectives and risk profiles, a macroeconomic and investment analysis, as well as plans for alternative investments that integrated the family’s passion for digital assets and ESG needs. Other than portfolio recommending and rebalancing, the team also focused on the family’s legacy planning and recommended they set up a family foundation that reflects the family’s values and commitment to society.
Congratulations to Invezture for their outstanding achievement, which underscores the strong learning abilities and high-level commitment from HKU’s business students.
The team would also like to take this opportunity to thank their mentors and programme professors for their insights and support.
