FOAHK is an independent family office trade association established in November 2020. As a nonprofit consultative industry body, we represent family offices serving ultra-high-net-worth (UHNW) individuals and their families on governance, legislative and regulatory matters.

By connecting and facilitating collaboration between family offices, governments, professional parties, and other relevant industry bodies in Hong Kong and overseas, we aim to strengthen Hong Kong as the region’s family office hub, attracting and retaining investment and talent opportunities for the industry.

Since our establishment, FOAHK has been dedicated to fostering talent development. Through this first family office case competition in Hong Kong, we aim to allow students to gain a better understanding into how family offices operate, how family offices respond to higher regulatory and industry awareness in Green and Sustainable Finance, and explore potential future career in the family office ecosystem, such as private banking, investment banking, asset management, FinTech, etc.

We strive to nurture young talents, new joiners in MFO and next-generation of family businesses.

FOAHK 2023 Case Competition provides an opportunity for students to gain insights into the growing family office industry and the trends in sustainable investment in Asia. Through the case competition, students are able to discover what it takes to work as a Relationship Manager in a multifamily office (MFO).

Who We are Looking for:

Form a team of 3-4 undergraduates from any of the universities. Year 2 or above is preferred.

Highlights of the Competition

✓ FOAHK 2023 Summer Internship offer & Investment Bank and Asset Management Firm Summer Internship fast-track opportunities
✓ Onsite visit opportunities to private banks, investment banks, asset management firms, investment service firms, etc
✓ Networking event with mentors, judges and FOAHK members from the industry and universities
✓ Consulting and networking opportunity with industry veterans
✓ Insights on the family office ecosystem, portfolio management and green and sustainable finance
✓ Full certificate sponsorship of professional courses
✓ Enriching prize rewards (Up to 8,000 HKD)
✓ FOAHK certifications

Judging Panel

Dr. Au King-Iun, MH, FHKSI (Hon)

Financial Services Development Council

Executive Director & Board Member

Mr. Grant Ko

FOAHK & Wisdom Group Holdings

Chair of Education & Research of FOAHK |
Chairman of Wisdom Group Holdings

Ms. Carrie Ng

HSBC Commercial Banking

Head of Sustainable Finance

Mr. Seungjoo Ro

CLSA (Hong Kong)

Head of ESG Research

Mr. Sandro Treier

Julius Baer

Head of Intermediaries Greater China

Mr. Brendan Tu

UBS AG

Managing Director, Global Banking & Head of ESG Advisory Asia Pacific &
Chairman of General Industrials Group, Asia

Mr. Freddy Wong

Invesco

Managing Director & Head of Asia Pacific,
Invesco Fixed Income

‍Register by filling this application form by 17th February 2023, 2:00PM HKT.
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If you have any enquiries, please email us at case.competition@foahk.org.