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Harmony Advisors Ltd.

Independent Asset Manager

Harmony Advisors Ltd. is a pre-eminent multi-family office/asset management company regulated by the Hong Kong Securities and Futures Commission for Type 1 (dealing in securities), Type 2 (dealing in futures contracts), Type 4 (advising on securities) and Type 9 (asset management) activities.

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ABOUT

Harmony Advisors Ltd. provides clients/investors with a broad suite of institutional-level asset management, execution and advisory solutions that span a wide range of public and private investment opportunities globally.

In addition to managing in-house funds/discretionary accounts, Harmony specialises in developing customised investment programmes tailored to each client’s specific objectives.

With a carefully selected team of trusted and experienced professionals (“front to back”), Harmony offers a competitive collection of services, including access to an extensive network of institutional and private bank relationships.

Investment Team Key Facts
• Combined investment, banking and/or financial markets experience of more than 70 years;
• Global multi-asset expertise across private and public debt, equities, FX, commodities, derivatives, structure products and funds;
• Strong relationships and partnerships with senior market participants and Tier 1 counter parties globally.

The Harmony Management Team is made up of:
CEO – Angel Lai Yan Young, CFA, CPA
Company founder with more than 17 years of asset management and private bank experience. Ex-Goldman Sachs (Hong Kong).

CIO – Dimitrios Kavvathas
More than 18 years of fund management, markets and investment bank experience. Ex-Goldman Sachs Partner (Hong Kong and London) and PhD in Economics from University of Chicago.

COO – Benjamin Strabo
More than 17 years of asset management, markets and investment bank experience. Ex-Goldman Sachs (Hong Kong and London).

Harmony Advisors Ltd.

Angel Lai Yan Young
CEO

FACTS

Founded 2015
Ownership Private
Presence Global
No. of employees 13
Country of origin Hong Kong
Asia offices in Hong Kong
Fee class $ $ $ $ $
Suitable for clients with Over US$10 mil

SERVICES

Advisory Wealth Management

Advice provided is independent

Advice is not dependent on in-house products or in-house solutions.

Discretionary Wealth Management

Lending

Insurance

Wealth Planning

Self-Directed Investing

Other Services

Wealth's Opinion

Harmony's team of experienced wealth management professionals helps its clientele base, predominantly comprised of ultra-high-net-worth families/entities, with comprehensive investment management, asset allocation, risk management, execution and advisory services.

Why Harmony Advisors?

1

Track Record

Strong performance across tailored investment accounts and funds

2

Global Experience

Trusted and experienced investment professionals with global multi asset expertise

3

Open Architecture

Institutional-level open architecture platform across portfolio management, advisory, execution, risk management, operational, reporting and compliance functions

Harmony Advisors Ltd.

Harmony Advisors Ltd. is a pre-eminent multi-family office/asset management company regulated by the Hong Kong Securities and Futures Commission for Type 1 (dealing in securities), Type 2 (dealing in futures contracts), Type 4 (advising on securities) and Type 9 (asset management) activities.

SEE PORTFOLIOS