Jpmorgan Asset Management (Asia Pacific) Limited

RIASEC RegisteredEst. 2019
Total AUM
$170B
Discretionary
$170B
100% of AUM
Avg account
$633M
Accounts
268
Employees
419
Advisory reps
7

Firm details

Headquarters
Hong Kong,
CRD number
300114
Registered since
May 3, 2019
Custodians
J.P. MORGAN SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles87.99%
  • Insurance Companies3.67%
  • Corporations / Businesses3.31%
  • Pension & Profit Sharing Plans2.2%
  • Sovereign Wealth Funds1.42%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jpmorgan Asset Management (Asia Pacific) Limited operates as an institutional registered investment adviser focused on portfolio management for investment companies, pooled investment vehicles and businesses or institutions. The firm functions in roles that include commodity pool operator/commodity trading adviser activity and reports being an active ESG investor. Its client base is institutional and its compensation combines a percentage-of-assets model with performance-based fees. The organization is structured as a corporation and is classified as an institutional RIA rather than a capital allocator.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 30%, Private Funds 24%, US Government Bonds 19%, Investment Grade Corp Bonds 13%, Cash & Cash Equivalents 11%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%, Other 1%30%
  • Exchange Traded Equities30%
  • Private Funds24%
  • US Government Bonds19%
  • Investment Grade Corp Bonds13%
  • Cash & Cash Equivalents11%

Owners & executives

3 of 3
  • Edwin Chan

    Edwin Chan

    Chief Administrative OfficerCRD 6663205

  • Daniel Watkins

    Daniel Watkins

    Chief Executive OfficerCRD 6178182

  • Stiofan DeBurca

    Chief Financial OfficerCRD 7396580

Contacts

3 of 4
  • Christopher Spelman

    Managing DirectorCRD 6453168

  • Chloe Thomas

    Managing DirectorCRD 7069607

  • Sohee Yun

    ProfessionalCRD 8061378

Unlock 1 more contacts

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
19f Chater House
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth