Goldman Sachs Asset Management (Hong Kong) Limited

RIASEC RegisteredEst. 2017
Total AUM
$21.2B
Discretionary
$21.2B
100% of AUM
Avg account
$262M
Accounts
81
Employees
96
Advisory reps
4

Firm details

Headquarters
Central Hong Kong,
CRD number
286066
Registered since
September 21, 2017
Custodians
BNP PARIBAS TRUST SERVICES SINGAPORE LIMITED, CITI PRIVATE BANK, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Insurance Companies74.72%
  • Pooled Investment Vehicles10.41%
  • Corporations / Businesses6.98%
  • Sovereign Wealth Funds6.3%
  • Pension & Profit Sharing Plans1.34%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Goldman Sachs Asset Management (Hong Kong) Limited operates as an institutional registered investment adviser and capital allocator focused on serving institutional clients. The firm charges traditional percentage-of-AUM fees and also uses performance-based and other fee arrangements. Its advisory remit includes discretionary portfolio management for pooled vehicles and for businesses and institutions, portfolio management for individuals and small businesses, selection of sub‑advisers, and investor education through seminars and workshops. The firm identifies as an active ESG investor. The entity is organized as a domestic business and individual ownership structure and has been SEC‑registered since 2017. It also lists a range of industry activities and affiliations that extend beyond pure advisory work into broker‑dealer relationships, custody/futures roles, trustee and banking affiliations, and sponsorship or management of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Investment Grade Corp Bonds 67%, Private Funds 19%, Exchange Traded Equities 7%, State & Local Bonds 2%, Sovereign Bonds 2%, Other 2%, Non-Investment Grade Corp Bonds 1%67%
  • Investment Grade Corp Bonds67%
  • Private Funds19%
  • Exchange Traded Equities7%
  • State & Local Bonds2%
  • Sovereign Bonds2%

Owners & executives

1 of 1
  • Judith Shandling

    Chief Compliance OfficerCRD 5775386

Contacts

3 of 3
  • Sara Lee

    Managing DirectorCRD 7919146

  • Alison Lau

    Managing DirectorCRD 4605893

  • Ruth Gao

    Managing DirectorCRD 8171931

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

Central Hong Kong, null

Location

Central Hong Kong, null

Headquartered in Central Hong Kong, null.

Address
68 Th Floor Cheung Kong Center
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth