This website is intended solely for Professional Investors as defined in the Securities and Futures Ordinance (Cap. 571) of Hong Kong and its subsidiary legislation, or persons of an equivalent status in their own jurisdiction. It is not directed at, and must not be relied upon by, the general public or any person in a jurisdiction where its publication or availability would be contrary to local law or regulation.
The information on this website is not directed at, and the funds described are not available to, US Persons or persons resident in the United States.
The content of this website is provided for information only. It does not constitute an offer, solicitation or recommendation to buy or sell any security, fund or other financial product, nor investment, legal, tax or accounting advice. Any investment may be made only on the basis of the final offering memorandum and subscription documents, which are available from the Investment Manager on request.
The funds referred to on this website have not been authorised by the Securities and Futures Commission of Hong Kong, and the content of this website has not been reviewed by any regulatory authority in Hong Kong or elsewhere.
All investments involve risk and may result in both profit and loss, including the loss of the capital invested. A fund of funds is also exposed to the risks of its underlying funds, including limited liquidity and an additional layer of fees. Past performance is no indication or guarantee of future performance. Analyses produced by our AI engine and any figures shown on this website rely on historical data and modelling assumptions; they are illustrative only and are not forecasts. You should consider your own financial situation and consult your professional advisers before making any investment decision.
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Bespoke CIO for Asian families, enabling institutional access to exclusive funds, a circle of the world’s leading CIOs and a proprietary AI engine that tests every decision.
Built by experienced industry veterans from:
Who are we
For generations, the finest investment thinking has been reserved for institutions. We believe every family deserves its own Chief Investment Officer.
CIO Circle manages a Cayman Islands–registered SPC fund of funds, so that every client receives a bespoke advisory service: our CIO sets each client’s portfolio across exclusive private hedge funds and select opportunities.
Built for the long view, across generations.
A bespoke CIO platform that brings institutional investment expertise to Asian families, with the clarity and control a family should expect.
Each portfolio is custom-made from your existing investments, your appetite for risk and your investment goals. You keep full control and visibility, and our CIO reviews it every quarter.
Curated global multi-asset funds, vetted and co-invested in by our CIO, chosen to preserve and grow client wealth across market cycles.
An AI-powered engine supports every stage of our investment process. It was built by a team that worked at QuantumBlack, McKinsey’s AI-focused consultancy.
Join an exclusive community of leading multi-asset Chief Investment Officers from around the world, led by our CIO, with podcasts and in-person events reserved for clients.
Patience and discipline, quietly compounding.
Our engine does the breadth and our CIO brings the judgement. No portfolio reaches a client without both.
More than 5,000 funds, measured on the same footing.
Built to each client’s profile, goals and existing holdings.
Examined against past market cycles before it is proposed.
Revisited each quarter as markets and circumstances change.
Signed off by our Chief Investment Officer, every time.
Every client’s portfolio is reviewed and validated by our CIO, personally.
No portfolio reaches a client until our Chief Investment Officer has reviewed it and signed it off. He reviews it again at every quarterly rebalance.
Our proprietary portfolio tools give our CIO an institutional view of the whole fund universe, and of how a portfolio would have behaved through the cycle.
CIO Circle portfolio tools. Figures shown are illustrative, based on historical data, and are not forecasts or the performance of any fund.
We are paid by our clients, never by product providers. No commissions, no trailers, no hidden fees. Every investor is on the same simple model.
Of assets under management, charged on the value we look after for you.
Earned only on returns above a 5–8% hurdle1. If we do not clear it, we take no performance fee.
Our incentives are aligned with yours, so your wealth can grow with peace of mind.
1 A hurdle of 5% applies to the Wealth Preservation strategy, and 8% to the Growth strategy and any bespoke portfolio. The hurdle is used only to calculate the performance fee and is not a target or guaranteed return. As a fund of funds, the underlying funds carry their own fees, disclosed in the offering memorandum. Redemptions within 12 months of subscription are subject to a 5% early redemption charge. Terms are governed by the final offering memorandum.
Our clients join a private community of multi-asset Chief Investment Officers from around the world, led by our CIO.
A team drawn from McKinsey, Lombard Odier and leading hedge funds, now working on behalf of families.
Former Global Partner at McKinsey & Company and a leader of QuantumBlack. Built multi-billion-dollar digital wealth platforms across Asia.
38 years in Asian finance. Former Managing Director at Lombard Odier and former member of the HKEX Listing Committee.
Formerly of McKinsey’s QuantumBlack (Digital & AI) and ThoughtWorks. 15 years building technology for financial services.
Five years in hedge-fund operations and compliance, overseeing the controls behind every client portfolio.
Clarity and calm, in every decision.
Introductions are by appointment. We would be glad to learn about your family’s ambitions and how we might serve them.
45/F Cheung Kong Center · 2 Queen’s Road Central · Hong Kong
info@ciocircle.co