Trust. Innovation. Purpose.
Our Philosophy
To Be The Trusted Partner To Our Clients Through The Evolving Global Wealth Landscape.
We look to the future to create value and sustainable growth for our clients. Despite the uncertainties of the economic environment, we aspire to navigate the journey with you and become your trusted partner through the evolving global wealth landscape.
ABOUT ONE HERITAGE GROUP
Cities Covered
Years Of Establishment
Licensed Entities
We Believe That Managing One’s Wealth Goes Beyond Looking At Your Current Needs.
One Heritage Capital Management (SG) Pte. Ltd. is a Licensed Fund Management Company and an External Asset Management that offers wealth management services to high-net-worth individuals and family businesses.
Group Development Milestones
Our Milestones
A wholly-owned subsidiary of One Heritage Holdings Group Limited. Headquartered in Hong Kong and powered by 19 years of successful growth, the Group offers a comprehensive suite of wealth management services, global property development & management, and innovative enterprise management technology solutions.
Establish One Heritage Team
Our Milestone
2003
Establish One Heritage Team
Founders in Hong Kong partnered together to provide wealth management services and property investment business for high-net-worth individuals.
Establish SW Capital (Hong Kong)
Our Milestone
2012
Establish SW Capital (Hong Kong)
Established the company to professionalize their wealth management business.
Establish SW Capital (Guangzhou)
Our Milestone
2017
Establish SW Capital (Guangzhou)
Provide comprehensive financial services for domestic wealthy people and overseas high-end asset allocation consulting services.
Establish One Heritage Technology (Shenzhen)
Our Milestone
2018
Establish One Heritage Technology (Shenzhen)
Branched into innovative science and technology industry, developing financial management platform, enterprise management, AR/VR, and artificial intelligence solutions.
One Heritage Holding Group
Guangzhou Branch Expansion
One Heritage P-investment
Our Milestone
2019
One Heritage Holding Group
Aligned all the different business entities under the newly formed group holding, One Heritage Group to provide comprehensive financial services, global real estate development, and innovative technology research and development. The subsidiaries are: One Heritage Property Development, One Heritage Trust, One Heritage Technology, SW Capital, and One Heritage Capital Management.
Guangzhou Branch Expansion
One Heritage Holding Group deepens its strategic plan in Guangdong-Hong Kong-Macao Greater Bay area by greatly expanding the scale of Guangzhou branch to leverage on the rapid development of the mainland financial business.
One Heritage P-investment
One Heritage Investment Business School was established in Hong Kong bringing together Hong Kong financial elites to promote the professional upgrade of the industry.
One Heritage Capital Management Hong Kong obtained Type 4 & 9 Liscenses
Our Milestone
2020
One Heritage Capital Management Hong Kong obtained Type 4 and 9 licenses
One Heritage Capital Management Co. Ltd., a subsidiary of One Heritage Holding Group, was granted no. 4 and no. 9 licenses by the Securities Futures Commission, Hong Kong.
One Heritage Capital Management (Singapore) obtained Fund Management License
Our Milestone
2021
One Heritage Capital Management (Singapore) obtained Fund Management license
One Heritage Capital Management Singapore received the Capital Markets Services License from Monetary Authority of Singapore in June 2021 to conduct fund management activities targeting accredited investors.
LOCATIONS
Where You Can Find Us
Hong Kong
One Heritage Holdings Group Limited is headquartered in Hong Kong. Licensed in Type 4 and Type 9 activities by the Securities and Futures Commission.
The Group holds a Hong Kong Trust license under One Heritage Trust. This subsidiary provides clients with customized and professional trust management services.
Group Website:
one-heritage.com
Address:
Room 901, 9/F, LHT Tower
31 Queen’s Road, Central
Hongkong
Email:
info@one-heritage.com
Website:
1hcapital.com.hk
Singapore
One Heritage Capital Management (SG) Pte. Ltd is a Licensed Fund Management Company and an External Asset Management that offers management services to high net-worth individuals and family offices.
Address:
7 Straits View
Marina One East Tower
#05-04
Singapore 018936
Email:
enquiries@1hcapital.com
China
One Heritage has presence in the following cities –
SHANGHAI, BEIJING, GUANGZHOU,
SHENZHEN, CHENGDU, ZHENGZHOU,
FUZHOU, NANGCHANG, DONGGUA,
ZHONGSHAN, YANTAI
Email:
info@one-heritage.com
Group Website:
one-heritage.com
United Kingdom
One Heritage Group’s property business is led by One Heritage PLC, UK based, is listed in London Stock Exchange. One Heritage PLC focuses on the residential sector primarily in the North of England, seeking out value and maximizing opportunities for our investors.
Address:
80 Mosley Street,
Manchester M2 3FX
Email:
uk.info@one-heritage.com
Website:
oneheritageplc.com
Our Team
Meet The Team
Founder
Singapore
Joe Hui
Founder
Joe Hui, the Founder of One Heritage Capital Management (Singapore), is responsible for the corporate strategies, development and management affairs of the firm. He has 17 years of experience in private banking, brokerage and asset management.
Prior to One Heritage, Joe used to be in the investment department of a global private bank, a director of a Hong Kong-listed asset management company, and was also a lecturer in corporate management consulting at a university.
Chief Investment Officer
Singapore
Jay Roberts
Chief Investment Officer
Jay Roberts has 17 years of experience in private banking, brokerage, and asset management.
Jay joined One Heritage Capital Management in 2022 and serves as Chief Investment Officer. He brings extensive experience in investment strategy, portfolio management, investment team building, and client engagement. Jay has advised HNW and UHNW individuals, family offices and institutions across Asia.
Previously, Jay worked in various divisions of the Royal Bank of Canada from 2005 to 2019, most recently as the Head of Investment Solutions & Products, Hong Kong. He was an independent wealth management consultant from 2019 to 2022, providing consultancy services to UHNW investors.
Jay has an undergraduate degree in Chinese and Law from SOAS, University of London, UK, and an International Master of Business Administration from the Schulich School of Business, York University, Toronto, Canada. He is a CFA charterholder and a member of the Hong Kong Society of Financial Analysts.
Private Wealth Advisor
Head, Malaysia Team
Leonard Yong
Private Wealth Advisor
Leonard Yong has 18 years of experience in the private banking and wealth management sector.
He was appointed as an Executive Director at both Bank of Singapore and Julius Baer. He served as Cluster Head at Bank of Singapore where he helmed a small team of private bankers.
He had also worked at BNP Paribas Wealth Management and ANZ Private Bank. He had served Forbes, UHNW and HNW clients across Singapore, Malaysia and Indonesia. Prior to joining the banking industry, Leonard worked in the sports sponsorship & marketing industry, during which he had structured multi-million sponsorship deals with MNCs.
Private Wealth Advisor
Singapore
Yau Poh Wah
Private Wealth Advisor
Yau Poh Wah joined One Heritage Capital Management (Singapore) as a Director with 25 years of Private Banking experience, focusing on providing investment solutions to UHNW clients.
Poh Wah began her career at Merrill Lynch International Bank. In 2001, she joined and spent 21 years in Citi Private Bank before joining Standard Chartered Private Bank for a year.
Having experienced various economic cycles, Poh Wah understands the importance of balancing the clients’ portfolio risk and reward, as well as the beauty of asset allocation.
Private Wealth Advisor
Singapore
Stanley Teo
Private Wealth Advisor
Stanley Teo brings 18 years of wealth management experience to One Heritage Capital Management. He has held stints in various banks such as Citibank, HSBC, Standard Chartered Bank, and his most recent role was Senior Vice President in UOB Private Banking.
Stanley provides his HNW clients with advice and recommendations and builds strong connections with them through regular communication. He was awarded Outstanding Private Banker at Standard Chartered Bank and was a finalist for a Wealthbriefing Asia Award.
Prior to joining the banking industry, Stanley started his career as a uniformed officer in the Singapore Police Force.
Private Wealth Advisor
Singapore
Nicholas Francis Ee
Private Wealth Advisor
Nicholas has strong investment background and deep understanding of the markets. He started his career as an Equities trader. Later, he joined a boutique European Private Bank to start and head their Trading and Investment Advisory team. Leveraging on his strong networks and market knowledge, he built a strong team of investment advisors supporting relationship managers who are based in Singapore and Dubai.
He joined different Private banks ABN Amro, HSBC and DBS later in his career before joining One Heritage family in early 2024. Bringing with him the networks and experience, he is definitely a great addition to the team.
Private Wealth Advisor
Singapore
Marian Tan
Private Wealth Advisor
Marian is a pioneer in the Wealth Management business for more than 40 years. She is a successful and well-respected veteran in the Asian Private Banking industry.
She started her career in 1984 with American Express Bank and rose to her level of Executive Director/Team Head, managing a team covering North Asia. Marian continued in her role after Standard Chartered Private Bank’s acquisition of American Express Bank in 2008.
She left Standard Chartered Private Bank and joined Bank of Singapore in 2017 managing a team of Relationship Managers in the North Asia market.
Prior to joining One Heritage, she was at BNP and CA Indosuez.
Careers
Join Our Team
Let’s shape the future of Wealth Management together.
We’d love to have you onboard our One Heritage Family.