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Group Introduction
One Heritage Holding Group Limited is a well-known comprehensive financial service and real estate development enterprise in Greater China. Headquartered in Hong Kong, it has a number of business subsidiaries and domestic branches (Guangzhou, Shenzhen, Dongguan, Zhongshan , Beijing, Shanghai, Chengdu, Fuzhou, Nanchang, Zhengzhou, Yantai). One Heritage aims to achieve sustainable development through comprehensive financial services and overseas real estate development, break through the traditional investment concept, and create a win-win investment model of "enterprise + customer". Based on the sound development of financial business, One Heritage has been committed to comprehensive asset management services for many years, and has been cooperating with many top global funds, trusts, insurance, banks and financial service institutions to develop high-quality, sound and sustainable asset management strategies for our clients. In order to seek diversified investment opportunities and meet the needs of business expansion, the Group's One Heritage Trust holds a Hong Kong trust license, One Heritage Capital has obtained financial licenses No. 4 and 9 issued by the Hong Kong Securities and Futures Commission, while One Heritage Wealth has obtained an insurance brokerage company license issued by the Hong Kong Insurance Authority, and the Group has become a private equity fund manager in China will continue to deepen its financial business development and build a diversified and robust asset management ecology for investors. While the Group's financial business is booming, it has also established One Heritage Property Development to develop its real estate business in the UK. The Group's property development concept of "one-stop property investment" combines the roles of contractor, developer and property management to develop high-end residential and commercial projects, providing investors with one-stop design/furnishing/management/rental and sales services. After more than a decade of development, One Heritage has successfully developed more than 20 property projects and become the most influential property development company in the Midwest of the U.K. The official listing of One Heritage Group PLC on the London Stock Exchange (stock code: OHG) on December 23, 2020 represents that One Heritage's business philosophy has been recognized by global capital. The listing of One Heritage Group PLC on the London Stock Exchange (stock code: OHG) represents the recognition of One Heritage's business philosophy by global capital and the leapfrog development of its real estate investment business. In order to accelerate the development of the group's property and financial business, One Heritage actively explores innovative technologies and creates innovative technology products such as professional financial investment platform mobile application, property smart home system, property AR/VR demonstration scene, and SME business management system. One Heritage hopes to create a more efficient and convenient investment platform and a smart and comfortable living environment through the combination of innovative technology research and development, finance and property. One Heritage Holding Group has achieved a global high-end layout. Based in Hong Kong, focusing on China, and looking at the world, looking for diversified investment opportunities, focusing on providing global Chinese investors with more professional and stable investment strategies to help customers realize the true value of wealth.
About One Heritage
One Heritage Vision
In the face of great adversity, innovation is the only way to prosperity. At One Heritage, we believe in innovation, trust, and shared prosperity.
One Heritage Mission
Establish a professional investment platform with global property development and integrated wealth management as the main business, to help global Chinese investors realize wealth appreciation and family inheritance
One Heritage values
Customer Oriented - Committed to achieving customers' success Innovation Oriented - Focus on innovation that enhances the value of customer investment Integrity and Responsibility - Strong intregrity to safeguard the interests of customers and society
Message from the Group Chairman
The management team of One Heritage Holding Group is young and full of energy. We firmly believe that innovation and mutual trust are the keys to making good use of resources and sharing prosperity. After more than ten years of development, we are committed to introducing a different form to the investment market, breaking through the boundaries of traditional investment, focusing on integrated financial services, global real estate development and innovative technology research and development, and exerting synergies to lead investors in the blue ocean. China accurately captures opportunities for wealth creation and creates a win-win economic model of "enterprise + customer".
One Heritage adheres to the consistent spirit of innovation and uses the rapid development of technology to realize the digital transformation of the group's business, bringing breakthrough opportunities for the development of integrated wealth management and global real estate development, so that investors with different needs and backgrounds can compare and contrast. Participate in the investment field with low capital threshold and share prosperity with One Heritage.
We would like to sincerely bring you the highest quality and diversified financial investment and real estate development opportunities, so that you and your family can realize the steady appreciation and inheritance of wealth.
太一
李颂华 先生
Mr. Billy Lee
太一控股集团主席
Chairman Of One Heritage Holding Group Limited
More than 18 years of experience in financial investment and wealth management industry
Successfully led two Hong Kong wealth companies to be listed on the Hong Kong Stock Exchange
Served as director of three listed financial companies in Hong Kong
Chartered Wealth Manager
太一
张耀德 先生
Mr. Peter Cheung
Clarence Lee, Chief Investment Officer of One Heritage Group PLC
CIO Of One Heritage Group PLC
香港太一地产发展有限公司行政总裁
CEO Of One Heritage Property Development Limited
Over 15 years of overseas real estate development experience
Served as director of two Hong Kong listed companies
Successfully obtained the permission of the top ten residential development rules in the UK
The first Hong Kong real estate development company successfully listed on the London Stock Exchange
Group development map
Group Development Milestones

2003

Founding One Heritage Team

Officially launched wealth management services and property investment business for high net worth individuals

2008

Established Cheshire Property Company

Comprehensively deploy overseas property development business and formally establish a property development company in the UK

2012

Established Tianxing Capital (Hong Kong)

The scale of the company has grown, Hong Kong Tianxing Capital was established, and a professional wealth management team of 400 people has been formed, which has greatly increased its industry reputation

2017

Established Tianxing Capital (Guangzhou)

Provide comprehensive financial services such as professional consulting services for domestic wealthy people and overseas high-end asset allocation consulting services

2018

Established One Heritage Technology (Shenzhen)

Exploring innovative technology industries, researching financial management platforms, enterprise management, AR/VR and artificial intelligence solutions

2018

One Heritage Holding Group was formally integrated and established

Established an international investment group integrating comprehensive financial services, global property development, and innovative technology research and development; its subsidiaries include One Heritage Property Development, One Heritage Trust, One Heritage Technology, Tianxing Capital, etc.

2019

Housewarming One Heritage Global Headquarters

One Heritage Holding Group's global headquarters moved to Victoria Harbour Convention and Exhibition Plaza-entered the core business district of Victoria Harbour in Hong Kong

2019

Guangzhou branch expansion

One Heritage Holdings Group has deepened its layout in the Guangdong-Hong Kong-Macao Greater Bay Area, greatly expanded the scale of its Guangzhou branch, and laid the foundation for the rapid development of financial business in the Mainland

2019

Extablishing One Heritage Investment Business School/ONE HERITAGE P-INVESTMENT

One Heritage Investment Business School was grandly established in Hong Kong, bringing together Hong Kong financial elites to promote the professional upgrade of the industry.

2020

Obtained No. 4 and 9 licenses again

One Heritage Holding Group Subsidiary One Heritage Capital Management adds No. 4 and 9 licenses issued by the Hong Kong Securities Regulatory Commission

Group development plan

Obtains the trust license of Hong Kong, SFC license Type 4 & 9, Insurance brokerage license

One Heritage property development UK limited gets listed on the main board of the London Stock Exchange

NationalcoverageNational coverage of the One Heritage service network

Obtains the trust license of Singapore

Obtains the Capital Markets Services License(CMS) of Singapore AMS

Establishes the One Heritage Public Fund in Hong Kong

Top 5% in the world for comprehensive family office solution provider

Top 1% absolute return multi manager fund house in the world

Organization
One Heritage Holding Group Limited
太一资本管理有限公司
One Heritage Capital Management Co., Ltd.
太一财富管理有限公司
One Heritage Wealth Management Limited
太一信托有限公司
One Heritage Trust Limited
天行资本有限公司
SW Capital Limited
太一物业管理有限公司
One Heritage Property Services Limited
太一地产发展有限公司
One Heritage Property Development Limited
英国太一集团股份有限公司
One Heritage Group PLC
太一科技有限公司
One Heritage Technology Limited
core system
One Heritage Family Office
Nelson Au
Nelson Au
Managing Director
Graduated from Heriot-Watt University in the United Kingdom with an MBA degree, he has 19 years of experience in asset management and investment, with an asset management scale of US$200 million. He used to be the senior vice president of Sun Hung Kai Financial Group and the investment director of Dowson Asset Management Co., Ltd.
One Heritage Family Office
Perry Kwok
Perry Kwok
director
With more than 18 years of experience in financial services, graduated from RMIT University in Business Administration, worked for HSBC Bank Group, Haitong International Asset Management Co., Ltd., National Australia Bank Group and other large international financial institutions, and was the first offshore bank within a month. The RMB fixed income fund has achieved sales of RMB 3 billion and has been the top salesperson for many consecutive years.
One Heritage Trust
Edwin Choi
Edwin Choi
Chief Legal Counsel
Solicitor of the High Court of the Hong Kong Special Administrative Region, former guest lecturer of the Faculty of Law of the University of Hong Kong, Honorary Secretary of the Legionnaires' Association of the Faculty of Law of the University of Hong Kong, Postgraduate Certificate in Laws of the University of Hong Kong (Distinction), Bachelor of Laws with Honours of the University of Hong Kong, Master of Business Administration (JWMI), More than 10,000 hours of lecture experience on stage, serving high net worth clients, coordinating global consulting teams, and building overseas structures.
Wealth Management Business Development
Cat He
Cat He
Business Development Director
With more than 15 years of experience in the wealth management industry, he has served as the regional director of a well-known wealth management institution and real estate business. He has a keen insight into the overseas investment market, and is committed to deeply cultivating the wealth management field to ensure the maximum investment value of customers.
One Heritage Wealth Management
Jerry Yeung
Jerry Yeung
CEO
He has more than 10 years of experience in the wealth management field. He used to be the head of the wealth management department of Hualin Securities (Hong Kong) and the co-director of several wealth management departments. He has rich experience in financial management analysis and practical strategies. He is currently the licensed RO of One Heritage Wealth Management Co., Ltd. , responsible for expanding wealth management affairs.
One Heritage Wealth Management
Allen He
Allen He
General manager
He has served as the manager of the sales offices of several insurance companies (Taiwan), director and financial planner of a US listed asset management company, and has worked in the financial and insurance industry for 30 years. He has considerable management and practical experience in risk management and control, asset management, and trust planning. He is currently the general manager of One Heritage Wealth Management Co., Ltd.
asset Management
Kimmy Tong
Kimmy Tong
Director of Investment and Research
Years of experience in securities market investment, proficient in global stock market analysis, former director of Anli Securities Research Department and financial analyst of Dingpei Investment Group, currently licensed by the Hong Kong Securities Regulatory Commission Major media as special financial experts, including Now TV, cable TV, Xincheng Finance and Economics, Yahoo, First Financial and other well-known media.
Tai Yi Property Development (UK)
David Stewart Izett
David Stewart Izett
Chairman of the Board
David is a Chartered Surveyor of the United Kingdom with over 40 years of experience in the real estate industry. Responsible for planning, leading, presiding over meetings and coordinating all parties, so that meetings and company operations can be carried out effectively.
Tai Yi Property Development (UK)
Jason Upton
Jason Upton
General manager
More than 10 years of experience in real estate operation management, responsible for the overall operation of the British real estate company and the project management of One Heritage Tower, focusing on supervising the implementation of the planning and construction of the One Heritage Tower project.
Tai Yi Property Development (UK)
Martin Crews
Martin Crews
Development Director
Martin is a Chartered Building Surveyor with over 10 years of experience in property development. Responsible for the development and development of real estate projects in the UK.
One Capital Management (Singapore)
Joe Hui
Joe Hui
partner
He used to be the investment department of an international private bank, a director of a Hong Kong-listed asset management company, and a lecturer in corporate management consulting at a university. The current partner of One Heritage Capital Management Singapore Branch, responsible for corporate strategy and management affairs
One Capital Management (Singapore)
Clarence Lee
Clarence Lee
Managing Director and Head of Wealth Management
Clarence Lee is a graduate of the National University of Singapore and received his CFA and CAIA charter in 2009. He has 18 years of experience in private banking, global markets and wealth management. Previously Managing Director and Regional Investment Advisor Director of Bank of Singapore (BOS) and Marketing Director of UOB Private Bank Indonesia team.
One Capital Management (Singapore)
Jay Roberts
Jay Roberts
Chief Investment Officer
Previously worked for one of the largest investment banks in North America as a senior analyst and later appointed to Asia as Head of Investment Research. He was appointed as Senior Director, Head of Securities and Head of Investment and Products at the bank. He is a Chartered Financial Analyst (CFA) and a voting member of the GPAC.
Group Trends
太一财富区域总监卢梅玲:后疫情时代如何解决高净值人士的新痛点
太一控股集团广州分公司私人财富部区域总监卢梅玲lvy从事财富管理行业十余年,在实操中积累了丰富的资产管理经验。目前她主要为中高净值客户提供综合财富管理咨询服务,涵盖家族信托、海外房产、私人银行、香港保险、移民留学等业务板块。
太一天府地产信托荣获“介甫奖”之杰出海外REITs产品奖
历经公开投票,三个多月的严格评选,在百余名从业者的见证下,太一Sky Mansion天府英国地产信托基金不负众望,荣获本届“介甫奖”之杰出海外REITs产品奖。这也是继太一信托获得2022年度“优秀家族信托奖”之后,业界对太一及旗下产品探索创新的再次肯定和激励。
太一资本董事Perry Kwok:科技赋能多元化全球资产配置将是未来财富管理大趋势
太一资本Perry拥有接近20年的金融业务经验,曾在汇丰银行、海通证券等知名国际跨国企业任职,现任太一资本董事,主要为海内外的高净值客户提供综合金融管理服务。
太一财富总经理何庆民——保险与信托结合,建立财富护城河
Allen从事金融保险业工作30年,经验丰富,主要为客户提供财富管理咨询服务:透过离境信托与保险的完美结合,让中高净值的客群能透此规划保障其资产,并透过公司地产及公司合格金融商品协助客户财富资产达到保护、隐私保密、隔离、传承、分配并抵抗通膨,保值、增值功效。
关于不法分子冒用太一控股集团名义进行违法活动的严正声明
近期,太一控股集团(以下简称“我司”)发现有不法分子冒充我司(包括下属企业“太一信託有限公司”)进行非法募资和金融诈骗的事件发生(如盗用我司手机应用程序Logo制作和发布非法理财应用程序以骗取投资者钱款)。这些行为不仅严重侵犯我司的合法权益,还涉嫌违反国家法律法规,损害投资者利益。为规范金融市场,保障投资者的利益免受损害以及维护我司信誉和形象,我司在此对冒用我司名义进行违法活动的不法行为予以强烈谴责,并严正声明如下:
太一控股集团半年刊《太一财富》上线啦!
记录太一发展,深度思考财富价值经过一段时间的精心筹划与设计,太一控股集团的企业半年度刊物《太一财富》终于要跟大家见面啦~