Vanheel Management Limited
Firm details
- Headquarters
- Hong Kong Sar,
- CRD number
- 282064
- Registered since
- January 27, 2016
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Vanheel Management Limited is a small, corporation-format wealth manager that provides discretionary portfolio management and financial planning primarily for individual and family clients. The firm has been SEC-registered since 2016 and is owned by an individual. Its advisory revenue is charged as a percentage of assets under management, and regulatory filings list business activities that include broker-dealer functions and other financial product sales outside a pure advisory model. The firm does not identify itself as an active ESG investor or a multi-state adviser, and it is not classified as a capital allocator.
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 Equities50%
- Cash & Cash Equivalents50%
Contacts
2 of 2
Bruce Voncannon
Managing DirectorCRD 3117130
Harald Dudok Van Heel
Managing DirectorCRD 6598811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hong Kong Sar, null
Location
Hong Kong Sar, null
Headquartered in Hong Kong Sar, null.
- Address
- Suite 1702 St Georges Building
- Office locations
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