T.Rowe Price Hong Kong Limited

RIASEC RegisteredEst. 2011
Total AUM
$42.3B
Discretionary
$42.3B
100% of AUM
Avg account
$529M
Accounts
80
Employees
134
Advisory reps
7

Firm details

Headquarters
Central,
CRD number
155827
Registered since
January 6, 2011
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles54.28%
  • Investment Companies37.51%
  • Sovereign Wealth Funds3.37%
  • Insurance Companies2.84%
  • State / Municipal Government1.04%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

T. Rowe Price Hong Kong Limited is structured as a corporation and operates as an institutional registered investment adviser serving primarily institutional clients. The firm reports both percentage-of-AUM and performance-based fee arrangements and lists commodity pool operator/commodity trading adviser (CPO/CTA) activity among its business lines. It provides portfolio management across client types — individuals and small businesses, investment companies, pooled vehicles, and institutions — and is marked as an active ESG investor. Industry affiliations noted in regulatory filings include broker-dealer relationships, other investment adviser roles, trust company functions, and sponsor/GP/managing-member responsibilities for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Derivatives 34%, Cash & Cash Equivalents 18%, Investment Grade Corp Bonds 15%, Non-Investment Grade Corp Bonds 11%, Sovereign Bonds 9%, US Government Bonds 7%, Exchange Traded Equities 6%, Other 1%34%
  • Derivatives34%
  • Cash & Cash Equivalents18%
  • Investment Grade Corp Bonds15%
  • Non-Investment Grade Corp Bonds11%
  • Sovereign Bonds9%

Owners & executives

2 of 2
  • Justin Thomson

    Justin Thomson

    CIOCRD 7326820

  • Sik Chao

    Chief Compliance OfficerCRD 7347866

Contacts

3 of 5
  • Chit George Chow

    DirectorCRD 7829366

  • Ernest Yeung

    Ernest Yeung

    Portfolio ManagerCRD 3174882

  • David Oestreicher

    David Oestreicher

    General CounselCRD 4594569

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Central, null

Location

Central, null

Headquartered in Central, null.

Address
6f Chater House
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth