HARVEST GLOBAL INVESTMENTS LIMITED
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 157964
- Registered since
- June 22, 2011
- Website
- www.harvestglobal.com.hk
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies48.15%
- Corporations / Businesses32.07%
- Other Investment Advisers12.54%
- Pooled Investment Vehicles7.24%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harvest Global Investments Limited is an institutional-focused investment adviser that manages portfolios for investment companies, pooled investment vehicles and institutional clients. The firm emphasizes equity exposure — particularly exchange-traded equities — within its discretionary mandate set, and it reports active ESG investment practices. Fee arrangements include a percentage-of-AUM component and performance-based fees, which is consistent with managing both traditional portfolios and vehicles that can include incentive-bearing strategies. Its advisory footprint and use of pooled vehicles indicate the firm operates beyond single-account management, running commingled or fund-style structures alongside bespoke portfolios for institutions. The presence of performance fees and allocation to third‑party real estate managers suggests a willingness to blend liquid equity allocations with less liquid alternative strategies when client mandates call for them.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds9%
- Sovereign Bonds5%
- Cash & Cash Equivalents5%
- US Government Bonds4%
Owners & executives
2 of 2Chuying SHU
Chief Marketing OfficerCRD 8213471
CHEUK FUNG TONG
Chief Compliance OfficerCRD 5928689
Contacts
3 of 6QIN ZHANG
CRD 8213472
LINGFEI LU
DirectorCRD 7090604
YIQIAN JIANG
Portfolio Manager, Head of China EquitiesCRD 5928686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hong Kong, null
Location
Hong Kong, null
Headquartered in Hong Kong, null.
- Address
- 32f Lee Gdn One
- Office locations
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