Cachet Group

What Cachet Group does

Cachet Group is a Hong Kong-based asset management firm founded in 2014, operating across Greater China, the United States, and the Middle East. The firm serves high-net-worth individuals and institutional clients through three core service lines: investment management (fund management and discretionary portfolio management), family office services (insurance, family trusts, education planning, and wellness planning for multi-generational wealth), and corporate advisory (secondary transactions, financing, and strategic advisory). The firm holds a Securities and Futures Commission (SFC) license in Hong Kong, providing regulated authorization for its asset management operations, and is headquartered at 2802 China Resources Building in Wan Chai.

The firm employs a senior-led, relationship-based go-to-market model targeting HNW families and institutional investors. Revenue is generated through three mechanics: recurring management fees on assets under management (investment management), professional services fees for family office offerings, and transaction-based fees on corporate advisory mandates. Cachet's stated investment thesis focuses on high-growth sectors including artificial intelligence, high-tech, green energy, and wellness, with disclosed portfolio exposures to companies such as SpaceX, OpenAI, Bytedance, Animoca Brands, WeDoctor, Rednote, Polymarket, Mindful Sparks, and Auraecell Wellness.

The firm operates with a lean team of 11-50 employees anchored by founder Angela Chow, supported by a small executive bench including a Chief Operating Officer and Head of Private Investments. The ownership structure is privately held with founder-led control; no external institutional backing or funding rounds are disclosed. Recent March 2026 job postings for AI Content Creator and AI Operations Intern roles indicate emerging investment in technology-enabled marketing and operations workflows, though no proprietary AI products, models, or research capabilities are disclosed. Pricing is bespoke and not publicly disclosed, consistent with a relationship-intensive HNW service model.

Name

Cachet Group

Legal name

Cachet Group

Website

https://cachet-group.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Cachet Group is a Hong Kong-based, SFC-licensed asset management firm founded in 2014, serving high-net-worth individuals and institutional clients across Asia, North America, and the Middle East through investment management, family office, and corporate advisory services.

Ownership category

akta.pro rank

Headquarters

HQ city

Central

HQ country

Hong Kong SAR China

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management Fees: Revenue generated from fund management and discretionary portfolio management services, charging fees based on assets under management or a percentage of investment returns.
2. Family Office Services: Fees for comprehensive wealth management services including insurance, family trusts, education planning, and wellness planning for high-net-worth families.
3. Corporate Advisory: Revenue from secondary transactions, financing, and strategic advisory services for businesses navigating growth, acquisitions, and liquidity strategies.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Cachet Group is an SFC-licensed asset management firm offering fund management and discretionary portfolio management for high-net-worth individuals and institutional clients. The firm also provides comprehensive family office services including insurance, family trusts, education, and wellness planning, alongside corporate advisory for secondary transactions and financing.

Product overview

Cachet Group offers a unified suite of three core financial services: Investment Management (fund management and discretionary portfolio management), Family Office Services (holistic multi-generational wealth solutions including insurance, trusts, education, and wellness planning), and Corporate Advisory (secondary transactions and financing). The company operates as a traditional asset management firm with a focus on strategic investment management for high-net-worth individuals and institutional clients, targeting AI, high-tech, green energy, and wellness sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Fund management and discretionary portfolio management services ensuring optimized returns through strategic investments tailored to client goals. Targets high-net-worth individuals and institutional investors.
• Family Office Services Holistic wealth management solutions including insurance, family trusts, education, and wellness planning to secure multi-generational wealth and well-being. Designed for affluent families seeking comprehensive wealth stewardship.
• Corporate Advisory Expert advisory services for secondary transactions and financing, helping businesses navigate growth, acquisitions, and liquidity strategies. Targeted at institutional clients and corporate entities.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Raffles Family Office: Asia-headquartered multi-family office providing investment management, trust, and advisory services to ultra-HNW families across Greater China and Southeast Asia. Comparable in target client (HNW families), service bundle, and cross-border reach.
• MASON Group / Opus Financial Services: Hong Kong-based asset manager and family-office-style wealth platform serving Greater China HNW clients with investment management and advisory. Comparable boutique scale, regulatory standing, and HNW client focus.
• Value Partners: Hong Kong-listed asset manager with long-standing China/HK investment focus spanning equities, fixed income, and alternatives. Comparable as an SFC-licensed Greater China asset manager targeting institutional and HNW capital, though larger and more institutionally oriented.
• Hywin International: Hong Kong-headquartered wealth management firm offering asset management and family office services to Chinese HNW clients with significant cross-border presence. Highly comparable to Cachet in client segment, geography, and product offering.
• Noah Holdings: Hong Kong/China-listed wealth and asset management platform serving HNW individuals with investment management, family office, and advisory services. Directly comparable to Cachet in customer base (Greater China HNWIs), service mix, and product focus on alternative and cross-border investments.
• China Renaissance (Hudson River Group): China/Hong Kong-focused private investment bank and asset manager offering wealth management and corporate advisory to entrepreneurs and institutions. Comparable in corporate advisory plus investment management bundle for HNW and entrepreneurial clients.

Broad incumbents

• UBS Wealth Management: World's largest wealth manager with a major Asia-Pacific franchise serving HNW and ultra-HNW families across Hong Kong, Singapore, and mainland China. Comparable client segment and service mix, with substantially broader product breadth and scale.
• Lombard Odier (Asia): Swiss private bank with a long-standing Hong Kong office serving Asian HNW families with investment management and family-office services. Comparable in service bundle and HNW target, with a stronger European product shelf.
• HSBC Private Banking: Global private bank with deep Hong Kong and Greater China presence offering investment management, family office, and corporate advisory to ultra-HNW clients. Competes with Cachet for the same HNW wallet but at much larger scale with full balance-sheet and global custody capabilities.

Emerging players

• ARK Invest: Thematic asset manager with concentrated exposure to disruptive innovation including AI, energy, and biotech. Comparable thematic positioning to Cachet's AI/tech/green energy focus, though ARK is a global public-markets specialist rather than a private/alternatives-led HNW platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cachet-group

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cachet Group