About
ABBA FINANCE was built on the principles that define the world’s most enduring family offices:discretion, long-term alignment, and a global perspective shaped by history, geopolitics, and structural risk.
While our origins remain intentionally understated, our heritage reflects a blend of classic Old Money stewardship and modern macro intelligence.
With presence across Orange County, Vancouver, Suzhou, and Wuhan, we operate quietly across major time zones—supporting families and institutions who seek clarity amid complexity.
Our Credo: Capital Trusteeship Beyond Generations
ABBA FINANCE is not a traditional asset manager; we are a long-term trusteeship platform for family capital, dedicated to seamlessly blending classic Old Money discipline with institutional-grade macro intelligence.
Discretion & Legacy: Our service is rooted in absolute privacy and the timeless principles of wealth preservation. We remain detached from short-term market noise, focusing instead on capital resilience that transcends generations and withstands economic cycles.
Institutional Rigor: Our investment process adopts the discipline of the world’s leading financial institutions. By synthesizing geopolitical insights, behavioral flows, and AI-driven risk modeling, we aim to capture non-linear, convex macro investment opportunities.
Exclusive Partnership: We do not market to the public, establishing relationships only through internal referral with a select few families and institutions who seek deep alignment. We deliver highly bespoke solutions, covering everything from strategic alternative assets to exclusive Pre-IPO access.
Meet Our Team
The partners and experts at ABBA FINANCE are focused on cultivating long-term, discreet relationships. We are committed to providing bespoke wealth solutions for a select number of exclusive clients with the utmost institutional discipline
Founder
Stephen Mok
Founder, ABBA FINANCE — a macro & geopolitical strategy architect with 20+ years of cross-sector real-economy experience, now serving as a senior strategic advisor to a UN-affiliated organization and a member of Commonwealth and U.S. think-tank networks, integrating geopolitics, regime and “national destiny” cycles, and global capital flows into actionable frameworks for institutional investors and national and regional policymakers
CTO
AI innovator with 10+ years delivering enterprise-grade solutions in computer vision, NLP, and document intelligence. he spearheaded AI automation at Nanyang Commercial Bank and AI investment team in HSBC while scaling global teams and provided data-driven insights at McKinsey.
CIO
Phoebe Zhang
18+ yrs FS exp managing UHNW portfolios. As Exec Dir at Noah US LLC—a subsidiary of China's largest WM firm—and formerly with Morgan Stanley’s top team managing $26B AUM.