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 a Hong Kong-based corporate advisory platform that serves both high-net-worth individuals and institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of investment companies and pooled investment vehicles, and institutional mandates. The firm reports an active ESG approach, integrating environmental, social and governance considerations into its investment process. Its fee arrangements are flexible and include percentage-of-AUM fees, fixed fees and performance-based fees, which supports a mix of traditional wrap/SMA mandates and performance-driven pooled strategies. The firm’s regulatory and operational footprint extends beyond pure investment advice: filings indicate affiliations with broker‑dealer activity, commodity pool or trading operations, trust and insurance company functions, and roles as sponsor or general partner of pooled vehicles. Ownership is recorded as a mix of foreign entity and individual interests.

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

    Senior Managing Director and Chief Executive OfficerCRD 4360113

  • JEREMY SIMPSON

    Chief Financial OfficerCRD 4360117

  • 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

    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