About Us
P&E Family Office, a private family office specializing in intergenerational wealth creation, meticulously manages its diverse portfolio of investment funds. We collaborate with seasoned fund companies holding Australian Financial Services Licenses, anchoring our approach in a legacy-preserving perspective. Leveraging multi-dimensional thematic investment strategies as our edge, we precisely navigate and capitalize on market opportunities.
Our Journey
(2003-2014)
Inception and Business Expansion
Established in 2003 by Peter and his family, P&E
Family Trust marked a pivotal milestone that kicked off
the family’s journey of growth. As operations advanced,
opportunities abounded. Over the subsequent two decades,
the company expanded steadily into diverse industries
and forged partnerships with major monopolistic
enterprises.
-In 2003, the company pioneered entry
into the telecommunications sector, initiating a
diversified business layout.
-In 2005, P&E
Family Trust shifted its strategy, refocusing from
telecommunications to financial domains such as
structured investments.
-In 2014, the family
enterprise completed shareholding system reform and went
public, secured a monopolistic operating license, and
further expanded its overseas telecommunications
business to include cross-border submarine cable
operations.
Breakthroughs in the Telecommunications Sector
In the telecommunications sector, Peter and his family enterprise, leveraging innovative operational models and cutting-edge technologies, broke the industry's monopolistic landscape and established a significant position in China's telecommunications market. Their distinctive profit model, with telecommunications operations and structured investments as core businesses, laid a solid foundation for success.
Strategic Transformation and a New Chapter
In 2014, alongside the listing of Changxin Technology, P&E Family Office executed a strategic realignment: transitioning from a frontline operator to a behind-the-scenes steward, divesting direct control over the company, and relocating to Australia—thus ushering in a brand-new chapter in the development of the family enterprise.
Our Team
Throughout our journey, close collaboration between the family and team has been both a core historical thread and a key force driving its future. This deeply integrated model unites the family’s shared vision with the professional team’s wisdom and experience, laying a solid foundation for steady family wealth inheritance.
Investment Committee
P&E Family Office’s seasoned, prestigious Investment
Committee—its core think tank—boasts over 20 years of
collaboration. Amid market shifts, it has honed deep
investment wisdom and hands-on experience.
Tasked
with crafting sound strategies and overseeing operations,
it ensures family assets steadily hit target returns via
meticulous, dynamic management. It also optimizes
strategic weighting across asset allocations, safeguarding
wealth preservation and growth.
