WFM Asia (HK) Limited
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 139184
- Registered since
- February 1, 2006
- Website
- www.wardferry.com
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
WFM Asia (HK) Limited is an institutional registered investment adviser that serves an institutional client base and operates in the pooled-vehicle space. The firm is structured as a corporation with foreign ownership elements and was SEC-registered in 2006. Its stated business activities identify it as a CPO/CTA and as an adviser that provides portfolio management for pooled investment vehicles; its industry affiliations include acting as an investment adviser, a CPO/CTA, and a sponsor/GP or managing member of pooled vehicles. The firm reports that it is not an active ESG investor, is not a multi-state adviser, and is not primarily a capital allocator. Fee arrangements are listed as “Other,” indicating non-standard or bespoke charging structures rather than simple AUM-based retail fees. The firm’s client focus and operating roles suggest it structures and manages pooled investment vehicles for institutional counterparties rather than providing individualized wealth management.
Assets & Accounts
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
Owners & executives
3 of 3
Vineet Mitera
Director & Chief Investment OfficerCRD 5904153

Graham Ernst
Chief Operating OfficerCRD 6313358
Gwendoline Yong
Chief Compliance OfficerCRD 7518123
Contacts
2 of 2Daphne Chester
PresidentCRD 5283058

Tamilia Chiu
General CounselCRD 7701679
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
- Suite 2701 27th Floor Two Exchange Sq
- Office locations
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