FOAHK 2023 Case Competition
Sustainable Portfolio Management


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.

Program Information

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

Key Timeline
Participant Exclusive Webinar
18 Feb 10:30-11:30am
Zoom Webinar

Introduction to Sustainable Investment

Dr. Mike Hui
International Chamber of Sustainable Development & Wisdom Family Office
Founding Vice Chairman of ICSD
Sustainable Finance Advisor of Wisdom Group Holdings

Introduction to Portfolio Management

Mr. Frank Tsui
Value Partners Group
Managing Director, Head of ESG Investment
Round 1
19 Feb 12:00pm - 26 Feb 12:00pm
PowerPoint Deck
Round 2
2 Mar 12:00pm - 11 Mar (Time - TBC)
PowerPoint Deck & Presentation
Fast-Track Internship Opportunities

Case Competition winning teams will earn the summer internship fast-track opportunities in investment banks, family offices, asset managementfirms, and more, as follows:

Goldhorse Capital
PGIM Investments
Value Partners
Wisdom Family Office
International Chamber of
Sustainable Development

Previous FOAHK Summer Internship Participating Companies

Carret Private Capital Limited
Fountainhead Partners
Topaz Family Office
Leo Wealth
Wisdom Family Office
Raffles Family Office
Mentors & Judges

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
Managing Director, Global Banking & Head of ESG Advisory Asia Pacific &
Chairman of General Industrials Group, Asia
Mr. Freddy Wong
Managing Director & Head of Asia Pacific,
Invesco Fixed Income

Industry Mentors

Ms. Jessica Jones
PGIM Investements
Managing Director, Head of Asia
Mr. Morgan Lau
Fidelity International
Portfolio Manager
Mr. Jacky Leung
Bank of Singapore
Managing Director, Head of Product Management Group
Mr. Frank Tsui
Value Partners Group
Managing Director, Head of ESG Investment
Mr. Harry Walker
Dimensional Hong Kong Limited
Vice President & Regional Director, Hong Kong
Mr. Kong Wong
Topaz Family Office
Chief Investment Officer & Co-Founder
Application Deadline

Register by filling this application form by 17th February 2023, 2:00PM HKT.

If you have any enquiries, please email us at

Contact us

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