Bosera Asset Management (International) Co, Limited

RIASEC RegisteredEst. 2013
Total AUM
$17.3B
Discretionary
$17.3B
100% of AUM
Avg account
$320M
Accounts
54
Employees
68
Advisory reps
6

Firm details

Headquarters
Hong Kong,
CRD number
168895
Registered since
September 5, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.95%
  • Banking / Thrift Institutions11.9%
  • State / Municipal Government4.03%
  • Pension & Profit Sharing Plans2.12%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bosera Asset Management (International) Co, Limited is an institutional-focused investment manager and broker-dealer with a clear tilt toward equity strategies. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, running both collective vehicles and separately managed mandates. Its fee model combines a percentage-of-AUM component with performance-based fees, which points to active, results-driven strategies rather than purely passive indexing. The firm is not identified as an active ESG investor in its filings. Bosera (International) operates as a foreign-owned entity and has been SEC-registered since 2013. It does not position itself as a capital allocator; instead, its role is portfolio management and trading execution through its broker-dealer capability.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Shaodong Lian

    Shaodong Lian

    Deputy Chief Executive OfficerCRD 6680716

Contacts

3 of 5
  • Huifeng Wu

    DirectorCRD 7767575

  • Zhiming Ou

    Director of the ManagerCRD 7698713

  • Yi Zhou

    Director of the ManagerCRD 7698712

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Suite 4109 Jardine House
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth