JS Wealth

What JS Wealth does

JS Wealth is a privately held, boutique multi-family office founded in January 2017 by Jason Yau, headquartered in Tsim Sha Tsui, Hong Kong, with a secondary office in Singapore's Ocean Financial Centre. The firm serves high-net-worth individuals, families, trusts, and estates across Asia and selected overseas markets, with a stated minimum investment of HK$5 million and an undiversified-concierge mandate covering investment management, retirement planning, financial planning, insurance brokerage, global tax and immigration planning, and trusts and estate administration. Its stated differentiation is "sovereign wealth governance" and "institutional discipline" applied at the household level — bespoke governance frameworks and intergenerational wealth preservation rather than asset-allocation product sales.

Underlying technology is minimal in-house and centred on the third-party iFAST Global Markets platform, which provides investment administration, multi-asset servicing, and custody across multiple accounts. Distribution is content-led (educational website, YouTube channel, monthly newsletter) coupled with bottom-of-funnel "Introductory Briefing" consultations; the website displays a partner wall spanning iFAST, JP Morgan, Fidelity, Vanguard, Schroders, AllianceBernstein, HKEX, NYSE, NASDAQ, and others to communicate multi-custodian breadth.

Revenue is generated through two streams: upfront advisory and setup fees for structuring bespoke wealth plans and investment mandates, plus recurring ongoing management fees (with no switching, performance, or exit fees). Adjacent product lines extend the surface — JS Realty sources overseas investment property in the UK, Australia, and Japan, while corporate investing, CIES residency advisory, and dedicated UK/Australia tax services diversify wallet share. The firm operates with a 1–10 employee structure, is founder-controlled with no disclosed external capital, and has no public regulatory actions, M&A activity, or funding history on record.

Name

JS Wealth

Legal name

JS Wealth

Website

https://jswealthglobal.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

JS Wealth is a Hong Kong-headquartered, founder-led boutique multi-family office serving high-net-worth individuals, families, and trusts with bespoke investment management, retirement, insurance, tax, and estate planning via the iFAST platform, with a HK$5 million minimum and offices in Hong Kong and Singapore.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Multi-family office
• Wealth management services
• Investment advisory
• Estate planning
• Retirement planning

Headquarters

HQ city

Central and Western

HQ country

Hong Kong SAR China

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Setup Fees: Upfront fees charged for advising and setting up clients with bespoke wealth management structures and investment mandates.
2. Ongoing Management Fees: Recurring management fees for ongoing account management and client servicing. Typically no switching fees, performance fees, or exit fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

JS Wealth is a boutique multi-family office that delivers bespoke investment management, insurance brokerage, retirement planning, financial planning, global tax and immigration advisory, and trusts and estate planning to high-net-worth individuals, families, trusts, and estates. Portfolios are administered through the iFAST Global Markets platform with a sovereign-wealth-style governance framework and a HK$5 million minimum investment threshold.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Bespoke investment management service that builds and manages client portfolios in line with financial objectives and life goals, administered via the iFAST Global Markets platform with globally diversified underlying assets.
• Insurance Brokerage
• Retirement Planning
• Financial Planning and Savings
• Global View (Tax and Immigration Planning)
• Trusts and Estate Planning
• JS Realty
• Corporate Investing
• Capital Investment Entrant Scheme (CIES) Advisory
• UK Tax Planning

Quantifiable outcome

• No minimum number of accounts or strategies limits - all managed on client's behalf
• +1 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered core, supporting and minor.

• iFAST Global Markets / iFAST FinancialcoreTechnology or IntegrationPrimary technology platform partner providing investment management, account administration, and custody services. JS Wealth manages client investments using the iFAST platform which supports different types of assets and multiple accounts.
• Good Wills HKsupportingImplementation/ SI/ Consulting PartnerTrusted Will writing partner founded by Amy Kwan, a Queensland and HK qualified lawyer. Provides stress-free, personalised Will writing experience with Hong Kong's first Will writing app (InstaWill).
• JP MorganminorOthersFeatured as partner/friend in logos section representing investment product and financial services provider.
• FidelityminorOthersFeatured as partner/friend in logos section representing investment management firm.
• VanguardminorOthersFeatured as partner/friend in logos section representing index fund and ETF provider.
• HKEX (Hong Kong Stock Exchange)minorOthersFeatured as partner/friend representing Hong Kong's securities and derivatives exchange.
• NYSEminorOthersFeatured as partner/friend representing New York Stock Exchange.
• NASDAQminorOthersFeatured as partner/friend representing NASDAQ stock exchange.
• BondsupermartminorOthersFeatured as partner/friend representing bond information and trading platform.
• Global XminorOthersFeatured as partner/friend representing ETF and investment fund provider.
• First Sentier InvestorsminorOthersFeatured as partner/friend representing global investment manager.
• SchrodersminorOthersFeatured as partner/friend representing global asset management firm.
• AllianceBernsteinminorOthersFeatured as partner/friend representing global asset management firm.
• Jupiter Asset ManagementminorOthersFeatured as partner/friend representing UK-based investment management firm.
• VanEckminorOthersFeatured as partner/friend representing global ETF and investment fund provider.
• AllianzminorOthersFeatured as partner/friend representing global financial services and insurance company.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Raffles Family Office: Asia-headquartered multi-family office serving HNW families with investment management, succession planning and cross-border advisory; the most direct comparable to JS Wealth's boutique HNW multi-family office model.
• Stonehage Fleming Family & Partners: Leading international multi-family office offering investment advisory, tax, trust and intergenerational planning to HNW families globally; highly comparable service mix and target client.
• Butterfield:
• Hawksford: International corporate, family-office and fiduciary services firm with operations across Asia, Europe and offshore; comparable in trust/estate administration and HNW advisory.
• IQ-EQ: Global fiduciary, family-office and administration services provider with strong Asia presence; competes for the same HNW/family-office clients seeking trust, estate and wealth administration.

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCLzHZypuYOEJSrUQH-9GMUQ
• Xx.com/JasonYa42673350

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about JS Wealth