Growhill Wealth’s Chief Investment Officer, William Ma, CFA, CAIA, has received the New-Edge Family Office Leader award in the 2025 Forbes China New-Edge Family Office Selection. The recognition was announced at the summit co-hosted by Forbes China and WRISE in Shanghai.
William attributed the recognition to the team’s years of investment research and shared his perspective on how AI could shape the next decade of wealth management in Asia.
“My thanks to Forbes and the judging panel. This recognition belongs to our team and the years of research we have invested. Our view is that the dividing line in Asian wealth management over the next decade will be whether institutional-grade investment research can be turned into reusable AI capability — so that a five-person advisory team can have the research depth and allocation discipline once available only to the largest private banks. This is what we call the institutionalisation of wealth management,” said William Ma, Chief Investment Officer of Growhill Wealth.
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