PEAKHOUSE is a premier multi-family office (MFO) offering unparalleled wealth management services to ultra-high-net-worth (UHNW) clients worldwide. We are dedicated to building long-term and trusting relationships with clients.
Our Vision
At PEAKHOUSE, we take pride in offering an unbiased perspective on the global financial landscape. Tailored to your unique circumstances, we assist in managing your family’s assets and needs, enabling you to focus on your other critical responsibilities. With us, your success remains the key measure of our performance.
Our Mission
To help ultra-high-net-worth clients like yourself achieve long-term life goals through a comprehensive approach to wealth management. Driven by your needs and delivered via our holistic and independent platform, we focus on building trusted cross-generational relationships so you can be sure that your legacy will truly last.
Our Core Values
PEAKHOUSE is defined by who we are and how we serve our clients. As a premier MFO, these principles guide every relationship, every solution, and every decision we make.
We deliver tailored solutions to meet the individual needs of each client. No two families are alike – and neither is our advice.
Build on a foundation of experience, integrity, and discretion, we are a trusted partner to clients and industry professionals across the globe.
As a MFO, our advice is objective, unbiased and client-centric – always aligned with your best interests and free from external influence.
We take a comprehensive approach to family office services – supporting not just financial planning, but also succession planning and family governance across generations.
Customer Service Journey
- Understanding – Clarify the client’s priorities, needs, and goals
- Engage in in-depth communication with the client to fully understand their overall assets, current and expected income, liabilities, and any debts or obligations.
- Define the scope of personal and business risks and concerns for the client.
- Strive to accurately assess the client’s existing investment status and risk tolerance.
2. Recommendations and Goal Setting – Tailoring Solutions
- Establish a core framework for asset protection and wealth inheritance.
- Focus on potential issues such as tax implications, risk control, and succession planning.
- Engage in in-depth communication with clients to clarify investment objectives (including expected returns, investment horizon, and possible constraints), to achieve a steady and sustainable wealth growth through diversified asset allocation.
3. Execute strategic plans with precise implementation
- Thoroughly consider the client’s personal constraints and requirements to identify the optimal solution, providing the client with an optimal framework and detailed implementation guidelines.
- Strategically execute the advised plan with precision and efficiency.
- Continuously monitor potential changes and risks during the process, promptly offering recommendations for strategy adjustments.
4. Assessment: Regularly evaluate the portfolio and overall strategy
- Regularly review the client’s portfolio to ensure it aligns with the established strategy, and make timely adjustments based on changes in the client’s financial situation and family circumstances.
Our Team
Harold Suriawinata
Head of Investment
Harold is the Head of Investments at PEAKHOUSE. He oversees the business development and strategic investment direction of PEAKHOUSE.
Harold started his career at BNP Paribas Wealth Management and quickly rose through the ranks to cover the Southeast Asia Ultra High Net Worth clients. Harold later joined Union Bancaire Privée as Director and expanded his client coverage to include Hong Kong and China.
Known for his ability to identify and implement new investment ideas based on market trends, Harold has earned the trust of his clients through his track record in managing their investment portfolios.
David Doong
Chief of Staff
David Doong joined Peakhouse Asset Management Limited as Managing Director. He has over 35 years of experience in Private Banking, Family Office and Asset Management. Before joining Peakhouse, he was the Managing Director and Responsible Officer of Avenue Family Office Limited for 7 years.
David Doong began his Private Banking career in 1987 and was Team Leader in BNP, UBS, Credit Suisse, HSBC and Julius Baer.
He obtained his MBA from the University of Wales. He is also the Certified Private Wealth Professional (CPWP) certified by Private Wealth Management Association.