TeraWise Capital Limited

Overview

TeraWise Capital Limited is a Hong Kong-registered firm focused on integrated family-office and asset-management services. The firm reports holding Hong Kong SFC Type 4 advising-on-securities and Type 9 asset-management licences under CE No. BSE 147.¹²

Its family-office offering includes legal, financial, and risk-management support, along with tax consultation, tax-provision planning, and wealth-transfer services covering trusts, insurance, and estate planning.¹

Leadership

Victor Yung is founder and chief executive officer. TeraWise describes him as having nearly 20 years of experience in banking, securities, and wealth management, including 15 years managing private-bank assets for high-net-worth clients.¹

Cherry Lan is an executive director with 12 years of financial-services experience across Taiwan and Hong Kong, including investment advice and wealth management for high-net-worth and corporate clients.¹

Corey Lo is chief operating officer, with 30 years of experience spanning commercial banking, securities, wealth management, risk management, and insurance planning.¹

Services

TeraWise helps establish both single-family offices and multi-family offices. Its family-office support also includes family education, family meetings, and philanthropy.¹

Asset-management services include discretionary mandates, investment strategies, and performance tracking. The firm provides custody arrangements through banks and securities firms in Hong Kong and Singapore, together with consolidated reporting across custodians and countries.¹

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Risk and insurance

Client Focus

TeraWise serves clients across the Guangdong-Hong Kong-Macao Greater Bay Area, Mainland China, and Southeast Asia. Invest Hong Kong describes the firm as providing customized integrated family-office solutions and building family micro-financial centers.¹³

Approach

TeraWise describes its philosophy as putting client interests first, emphasizing risk management, and pursuing strong performance. The firm characterizes its investment process as active and data-driven, combining cash-equity allocations with derivatives such as FCNs and structured notes.¹

When assessing FCN risk, the team says it considers company fundamentals, industry trends, and an HSP model supported by tens of thousands of Monte Carlo simulations. TeraWise also reports that its automated quotation workflow reduces operating time by 40% to 50%.¹

FAQs

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  Profiles of ALPS, BIPPO Advisory Group (HK) Limited, and Jadeite Family Office provide comparison points within the same directory. Reviewing their stated locations, services, and client focus can help a family or business owner identify questions for TeraWise Capital Limited about regional reach, governance, succession, and risk planning.

Sources

1. TeraWise Capital Limited
2. Hong Kong Securities and Futures Commission licence record
3. Invest Hong Kong: TeraWise Capital Limited

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.