Fargo Wealth

Overview

Fargo Wealth Group Limited describes itself as a digital-first multi-family office serving next-generation entrepreneurs and their families in China and the Asia-Pacific region. It was founded in Hong Kong in March 2017 by four people led by Jefferson Sun, and has offices in Singapore, Beijing, Shanghai, Shenzhen and Hangzhou. Services cover private bank account and investment management as an external asset manager (equities, fixed income, structured products, private equity funds), family-office set-up, legal and tax advisory, and the Fargo Space incubation platform for family offices opened in 2021.

Investment thesis

Simplify wealth management through digitalisation, giving next-gen innovators and their families a one-stop range of wealth, asset management and family-office services to create sustainable long-term value.

Holdings & investments

INVESTMENT ARMS & VEHICLES

• Fargo Space
  Platform for single and multi-family offices and external asset managers offering family-office set-up and incubation, middle- and back-office services and office space
• Fargo Wealth Singapore
  Singapore office, operating since October 2020

People

• Xiaojun Liu
  CFO and Head of Private Equity · source
• Jefferson Sun
  Founder · source
• Joey Chan
  CEO of Fargo Wealth Singapore · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →