First Sentier Investors (Hong Kong) Limited

RIASEC RegisteredEst. 2015
Total AUM
$32.9B
Discretionary
$32.9B
100% of AUM
Avg account
$1.2B
Accounts
28
Employees
87
Advisory reps
7

Firm details

Headquarters
Hong Kong,
CRD number
281553
Registered since
September 23, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles70.89%
  • State / Municipal Government10.38%
  • Pension & Profit Sharing Plans9.87%
  • Corporations / Businesses8.87%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Sentier Investors (Hong Kong) Limited is the Hong Kong arm of a foreign-owned institutional registered investment adviser. The firm serves institutional clients and acts primarily as a portfolio manager for pooled investment vehicles and for businesses or other institutions. It is structured as a corporation, is SEC-registered (since 2015), and reports fee arrangements that include both percentage-of-AUM charges and performance-based fees. The firm is registered to conduct CPO/CTA activities and lists a broad set of industry affiliations that span broker-dealer, trust company, insurance company, sponsor/manager roles for pooled vehicles, and related banking and real-estate connections. The adviser is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 85%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 2%, Sovereign Bonds 1%85%
  • Exchange Traded Equities85%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents2%
  • Sovereign Bonds1%

Owners & executives

1 of 1
  • Amanda Gazal

    Chief Operating OfficerCRD 7869468

Contacts

3 of 6
  • Chin Ting Goh

    DirectorCRD 7975824

  • Chung Piau Chia

    DirectorCRD 7198223

  • Emma Tetley

    Head of Regulatory ComplianceCRD 7352448

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Level 25 One Exchange Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth