Case Study

A good strategy requires an exceptional understanding of your client.

Olivia Cheng

Background Information

Born and raised in Hong Kong in a modest household, Cheng was taught the importance of integrity, hard work, and responsibility toward the community and the environment from an early age. Olivia Cheng is a passionate advocate for sustainability and ethical practices. She is a graduate of the Chinese University of Hong Kong (CUHK) Business School's MBA program. She resides in Singapore, where she founded and leads Green Threads, a thriving sustainable fashion brand. Specializing in ethically sourced and eco-friendly apparel, Cheng has successfully positioned her company as a respected innovator in the sustainable fashion market. She continues to expand her business, driven by her unwavering dedication to meaningful environmental and social impact.

As Cheng now seeks to broaden her financial horizons, she remains guided by her lifelong commitment to sustainability, ethical business, and long-term value creation. Her vision extends beyond her business to impactful investments that reflect her core beliefs—investments that make a tangible difference in the world around her.

“"When I create, invest, or make any decision, I want to ensure that I’m helping the world around me—directly or indirectly—by making sustainability and ethical responsibility central to everything I do."”

— Olivia Cheng

Aspirations

Cheng hopes that the returns from her current investments will enable her to significantly expand and enhance the sustainability retreat in Phase Three, which she aims to begin around 2040. She is excited to collaborate with your advisory group to explore the possibilities of what this could entail. 

Cheng’s Financial Goals

While Olivia Cheng continues to innovate and grow her business, her heart remains committed to the broader cause of environmental sustainability and ethical entrepreneurship. Her financial priorities are increasingly impact-driven as she seeks meaningful opportunities to invest in initiatives that leave a positive impact. Recognizing her own privilege in overcoming barriers to entrepreneurial success, Cheng understands the critical importance of sustainable investment and ethical business practices in shaping a better world—and she passionately aspires to play a significant role in supporting such efforts.

  • Olivia wants her investments to have a positive impact on the world. She looks for opportunities only if they align with her values.

  • Olivia plans to develop a retreat/Airbnb in Bali by 2030. She estimates that the total initial investment cost will necessitate a risk-averse, diversified portfolio that will yield substantial returns for years to come.

YOUR JOB

Your team will be judged on your ability to achieve these investment objectives through a careful financial analysis, strategic guidance, and commitment to Olivia’s values and vision.

Through careful financial analyses and strategic guidance while taking into account Cheng’s commitment to her values and visions, how will your team achieve these investment objectives?