Invesco Hong Kong Limited
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 109923
- Registered since
- December 16, 1994
- Website
- www.invesco.com
- 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
FINTRXOverview
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
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 Equities46%
- Cash & Cash Equivalents22%
- Sovereign Bonds14%
- US Government Bonds7%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 4
Andrew Lo
Senior Managing Director and Chief Executive OfficerCRD 4360113

Jeremy Simpson
Chief Financial OfficerCRD 4360117

Martin Franc
CEOCRD 6973740
Contacts
3 of 4Siu Mei Lee
Head of FinanceCRD 4647273
Che Lee Ally Kwan
Head of ComplianceCRD 5880229

Wai Tat Richard Chow
Head of InvestmentsCRD 7789376
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
- 45th Jardine House
- Office locations
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