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 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
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 4ANDREW LO
Senior Managing Director and Chief Executive OfficerCRD 4360113
JEREMY SIMPSON
Chief Financial OfficerCRD 4360117
Martin Franc
CEOCRD 6973740
Contacts
3 of 4SIU MEI LEE
Head of FinanceCRD 4647273
CHE LEE ALLY KWAN
Head of ComplianceCRD 5880229
WAI TAT RICHARD CHOW
Head of InvestmentsCRD 7789376
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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