Invesco Hong Kong Limited

RIASEC RegisteredEst. 1994
Total AUM
$26.2B
Discretionary
$26.2B
100% of AUM
Avg account
$340M
Accounts
77
Employees
226
Advisory reps
8

Firm details

Headquarters
Hong Kong,
CRD number
109923
Registered since
December 16, 1994
Custodians
BANK CONSORTIUM TRUST COMPANY LIMITED
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans65.79%
  • Pooled Investment Vehicles14.78%
  • Investment Companies9.58%
  • State / Municipal Government3.8%
  • Sovereign Wealth Funds2.34%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invesco Hong Kong Limited is the regional arm of a global asset manager operating as a corporation and registered as an institutional RIA. The firm advises both individual/family and institutional clients and provides portfolio management across a range of vehicles: separate accounts for individuals and small businesses, investment companies, pooled investment vehicles, and mandates for businesses or institutions. Its fee arrangements include asset-based fees, fixed fees and performance-based compensation, and the firm identifies itself as an active ESG investor. On the corporate side, Invesco Hong Kong Limited participates in multiple industry roles beyond pure advisory work, including broker-dealer activity, trust and insurance company relationships, commodity pool or CTA functions, and sponsorship or GP roles for pooled investment vehicles.

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 46%, Cash & Cash Equivalents 22%, Sovereign Bonds 14%, US Government Bonds 7%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%, State & Local Bonds 1%46%
  • Exchange Traded Equities46%
  • Cash & Cash Equivalents22%
  • Sovereign Bonds14%
  • US Government Bonds7%
  • Investment Grade Corp Bonds5%

Owners & executives

3 of 4
  • Andrew Lo

    Andrew Lo

    Senior Managing Director and Chief Executive OfficerCRD 4360113

  • Jeremy Simpson

    Jeremy Simpson

    Chief Financial OfficerCRD 4360117

  • Martin Franc

    Martin Franc

    CEOCRD 6973740

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Contacts

3 of 4
  • Siu Mei Lee

    Head of FinanceCRD 4647273

  • Che Lee Ally Kwan

    Head of ComplianceCRD 5880229

  • Wai Tat Richard Chow

    Wai Tat Richard Chow

    Head of InvestmentsCRD 7789376

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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
45th Jardine House
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth