Our mission, vision and who we are

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Our Corporate Vision

Union Finance Investment invests and conducts research in impact investing. Our vision is to better the world by making impact investments and become a global leader in this field. We invest in both traditional and innovative businesses that deliver positive social impact as well as financial return. Guided by the conviction that financial benefit and social wellbeing reinforce each other and converge in the long run, we are committed to sourcing promising deals and helping our partners to balance and enhance social impact and investment return

At Union Finance Investment, the volume of assets we manage and data we collect on the one hand, and our interaction with a wide range of investors on the other, give us the potential to act as changemakers. This is a role we are more than glad to play. Using our data, we aim to engage with each of our investors, to understand their aspirations and, ultimately, increase the ESG performance of our assets under management.

Our Corporate Mission

Our mission is to invest in companies and funds which bring meaningful changes to the world and economic benefits to our investors. Our main business lines include making direct investments in private companies and managing funds of funds with themes in impact investing. We also engage in long-term partnerships to nurture strategic investment opportunities and to co-invest with other institutional investors and general partners.

Who We Are

Union Finance Investments was founded in 2014 by a group of entrepreneurs and finance professionals, who are passionate about impact investment. The founding group, its associates and the advisors support us with management experience and business relationships with various partners in the world.

We are licensed by the Securities and Futures Commission in 2018 to conduct regulated activities for advising on securities and asset management in Hong Kong, followed by the establishment of our Canadian representative office in Toronto to better serve our investors and promote impact investment.

Within the first three year of our operation, we have become a provisional signatory of the United Nations-supported Principles of Responsible Investment (PRI), a member of Global Impact Investing Network (GIIN), and a certified B Corporation (B Corp). To further strengthen our identity in impact investment, we proactively approach professional organizations and academic institutions for joint research projects, speak regularly in industry conferences and publish articles on impact investment, ESG and sustainability topics.

We also forge various partnerships with governmental and consulate-level offices, incubators, accelerators, co-working space operators and venture investment networks to source top quality deals and expand market coverage.

Our success relies on our profound global corporate and governmental relationships, ample access to market resources, proven ability in negotiating deals, managing risks and formulating proper exit strategies.

The majority of our assets under management are sourced from the founding group and its associates. We welcome impact investment mandates from asset owners and other asset managers, such as ultra-high-net-worth clients, family offices, foundations, endowments, pension funds, sovereign wealth funds and other corporate or institutional portfolios.

Our Core Values

We live our core values which guide our investment philosophy, business conduct, and relationships with our stakeholders


Accountable to partners and other stakeholders
  • We act vigilantly to ensure our collaborations with stakeholders are ethical, fair, consistent and accountable.
  • We aim to build solid and long-term relationships with our partners through our credibility and mutual trust.


Striving for excellence
  • We implement our impact investment process diligently from sourcing to closing of deals and engage closely with our stakeholders.
  • We create impact investment opportunities by working with entrepreneurs in early stage to shape, develop and invest in their businesses


Accountable to partners and other stakeholders
  • We strive to be a pioneer of trends and embrace game-changing themes by multi-faceted engagement and active participation in them.
  • We explore new technologies and business themes in uncharted areas, and keep an open mind to identify investment opportunities.