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 Hong Kong-registered arm of a global asset manager, operating as an institutional registered investment adviser since 1994. The firm serves both individual and family clients as well as institutional investors, providing portfolio management across separate accounts, pooled vehicles and investment companies. Its advisory footprint includes management for individuals/small businesses, pooled investment vehicles, and institutional entities. Fee arrangements vary by client and mandate and include percentage-of-AUM, fixed fees and performance-based structures. The firm identifies as an active ESG investor and maintains several industry roles beyond advisory services, including broker‑dealer activity, trust and insurance company affiliations, and sponsor/manager 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
Jeremy Simpson
Chief Financial OfficerCRD 4360117

Hideki Sato
President and CEOCRD 6127167

Andrew Lo
Senior Managing Director and Chief Executive OfficerCRD 4360113
Contacts
3 of 5Siu Mei Lee
Head of FinanceCRD 4647273
Calvin Chou
DirectorCRD 3084812
Che Lee Ally Kwan
Head of ComplianceCRD 5880229
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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