Harmony Advisors Limited

Overview

Harmony Advisors Limited describes itself as an independent, Hong Kong-based multi-family office with a bespoke service model. It works with successful business builders seeking long-term stewardship, legacy planning and holistic solutions for complex needs.²

The firm combines advisory and execution with asset management, trading technology, asset allocation and alternative-asset capabilities. Its network helps clients access leading private banks, private-equity funds and institutional-style products and pricing.¹²

History

Angel Young founded Harmony in 2015 after more than a decade at Goldman Sachs, where she became a Managing Director in Private Wealth Management in Hong Kong.³

Leadership

- Angel Young, Founder and Chief Executive Officer: Founded Harmony after more than a decade at Goldman Sachs, where she became a Managing Director in Private Wealth Management in Hong Kong.³ - Dimitrios Kavvathas, Chief Investment Officer: Oversees discretionary mandates, global asset allocation, and fundamental and quantitative research.³ - Kelvin Chau, Senior Advisor: Previously served as Chairman of Rothschild & Co in Hong Kong and has a 34-year career in banking and financial services.³ - Jane Yu, Head of Research: Has worked in family-office, public-equity research, energy consulting and public-private-partnership project financing roles.³

Services

Harmony provides family advisory across public markets and alternative assets, supported by more than 80 years of combined senior experience at major financial institutions.⁴

Its asset-allocation work includes investment research, deal sourcing, investment analysis, risk assessment, position monitoring and execution.⁴

Alternative-asset services cover private equity, real estate, collectibles, private debt, equity issuance and merger and acquisition opportunities.⁴

What the firm offers

• Investment management
• Risk and insurance
• Private and alternative investments

Client Focus

Harmony serves ultra-high-net-worth families in Hong Kong and Mainland China, particularly successful business builders seeking long-term stewardship, legacy planning and holistic solutions for complex needs.¹²

Approach

The firm says its approach centers on prudent risk management, responsible stewardship, regulatory compliance and putting clients’ interests first.⁵

Harmony states that it is licensed in Hong Kong by the Securities and Futures Commission. The SFC maintains the official public register of licensed corporations and registered institutions.⁶⁷

FAQs

Related resources

• LocationMultifamily offices in Central

  The Central directory helps readers compare firms serving Hong Kong's main financial district. It can provide local context when assessing investment management, risk and insurance advice, and private or alternative investment support for an ultra-high-net-worth family or business owner.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com offers a directory of corporate venture capital firms. It may help readers understand how corporate investors approach private companies and compare that focus with a multi-family office relationship involving private and alternative investments in Hong Kong or Mainland China.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community for single-family offices and wealthy families. Readers can use it to review common family office considerations, including investment management, risk planning, insurance, and private investments, before speaking with a firm serving families across Hong Kong and Mainland China.

• GuideHow multifamily offices invest

  This guide explains how multifamily offices may allocate capital across public markets, private investments, and other assets. It gives families a framework for discussing investment management, portfolio risk, and alternatives with a provider serving ultra-high-net-worth clients.

• Similar firmsASPIRE Multi-Family Office Limited
  Isola Capital
  Perpetuum Wealth Management Limited

  Profiles for ASPIRE Multi-Family Office Limited, Isola Capital, and Perpetuum Wealth Management Limited offer nearby points of comparison. Reviewing their stated services and geographic focus can help a family or business owner prepare questions about investment management, insurance, risk, and private investments.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.