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Insights
Keeping a finger on the pulse of the market, our investment research team delivers the latest economic updates and core insights, keeping you in full control of every decision.


Helix Invited by Dentons Hong Kong LLP: CIO Ray Yep Shares Insights on the Hong Kong Family Office Ecosystem
Helix was honoured to be invited by Dentons Hong Kong LLP for a dedicated sharing session. Led by our Founder & Chief Investment Officer, Ray Yep, the session offered an introductory exploration of the Hong Kong family office landscape. Ray shared key perspectives on the fundamental concepts of family offices—spanning holistic governance, wealth preservation, and cross-generational succession—while shedding light on the rapid development and distinct advantages of Hong Kong a
3 days ago


Media Feature | Helix Featured in Citywire Asia, Highlighting Innovative EAM Model, AI-Driven Efficiency, and US$2 Billion AUM Vision
Date: 16 October 2026 Source: Citywire Asia Helix Capital Partners Limited ("Helix") is pleased to announce that it has been featured in a dedicated profile by leading international wealth management publication Citywire Asia (reported by Priyanka Boghani). Officially launched in Hong Kong on 8 October 2026, Helix operates under licenses granted by the Hong Kong Securities and Futures Commission (SFC) to conduct Type 4 (advising on securities) and Type 9 (asset management) re
Oct 16


Media Feature | Helix Capital Partners Featured in Asian Private Banker: Highlighting Expansion & Strategic Vision
Date: 14 October 2026 Source: Asian Private Banker Following our Grand Opening Ceremony on 8 October 2026, Helix Capital Partners Limited ("Helix") is pleased to be featured in an exclusive report by Asian Private Banker, the region’s premier private wealth management publication. As an independent external asset manager (EAM) holding SFC Type 4 and Type 9 licences, Helix combines institutional-grade expertise, strategic agility, and a client-centric philosophy to serve high-
Oct 14


Helix Capital Partners Limited Officially Opens
Anchored in Hong Kong, Connecting Opportunities, Creating Long-Term Value Helix Capital Partners Limited (CE Number: BXJ766) is pleased to announce its official opening. The company has been granted a licence by the Hong Kong Securities and Futures Commission (SFC) to carry on Type 4 (advising on securities) and Type 9 (asset management) regulated activities. Helix focuses on family office and asset management. By adopting an external asset management (EAM) model and combinin
Oct 8


Honoured to Attend the Autumn Preview of Poly Auction Hong Kong
Helix Capital Partners Limited, is honoured to be invited to the Autumn Preview of Poly Auction Hong Kong. As a family office dedicated to family wealth management and legacy planning, we closely follow art's role in alternative asset allocation—and its deeper significance for capital preservation, cultural continuity, and family governance. This preview brings together Chinese paintings and calligraphy, modern and contemporary art, jewellery and watches, and more. It is not
Oct 2


Media Coverage | Citywire Asia
Hong Kong Family Office “Disruptor” Helix Targets US$2 Billion in AUM A former co-founder of Centaline Family Office has launched a new venture in Hong Kong with two experienced industry professionals, establishing an external asset management firm Helix Capital Partners Limited. Its Chief Executive Officer told Citywire Asia that the firm is targeting US$2 billion in assets under management (AUM) within its first three years of operation. Helix is led by Larry Hung, former C
Sep 3


HKEJ Column: Decoding the Yale Model: How to Use the Endowment Model to Achieve Excess Returns for Generational Wealth?
In recent years, the “university endowment model” (Endowment Model) has sparked heated discussion among institutional investors and ultra-high-net-worth families in Asia-Pacific. This philosophy was first adopted and popularized by the endowment funds of top universities such as Yale, Harvard, and Stanford. For example, the Yale endowment, despite its enormous asset size over the past decades, has still delivered remarkably strong long-term annualized returns. Clients often a
Aug 22


HKEJ Column: Offshore Trusts Bid Farewell to the Grey Era
China’s Ministry of Finance and the State Taxation Administration recently jointly issued the Announcement on Matters Concerning Individual Income Tax on Offshore Trusts (Announcement No. 21 of 2026). This document, dubbed by the industry the “new tax rules for offshore trusts,” sets out extremely clear individual income tax filing rules for the entire life cycle of an individual placing assets into an offshore trust, including the pass-through of income during the trust term
Aug 15


HKEJ Column: How a $200M Boxing Champion Fell into an Asset Black Hole
With the premiere of The Super Mom 2, the business debts of Ran Yingying and Zou Shiming have once again been thrust into the spotlight. Public reaction has shifted from widespread sympathy for Ran "clearing her husband's debts" to some netizens labeling her a "reckless spender." Many are left wondering: how could an Olympic champion's family, once holding hundreds of millions in assets, end up liquidating all their properties and counting pennies on utility bills in just sev
Jul 25


HKEJ Column: How to Identify Tier-One Startups
As a family office founder, a central pillar of my daily work is assisting ultra-high-net-worth investors in uncovering early-stage startup opportunities with explosive growth potential across volatile global markets. Truly elite startups rarely look like obvious winners once consensus forms; instead, they reveal distinctive signals early on, often while still mired in controversy, carrying unpolished products, or being dismissed by outsiders as impractical dreamers. Drawing
Jul 18
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