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 a Hong Kong–focused corporate adviser that functions primarily as a commodity pool operator/commodity trading adviser and as sponsor/GP/managing member of pooled investment vehicles. The firm serves an institutional client base and delivers portfolio management through pooled vehicles rather than by running a broad roster of separate accounts. Its stated activities indicate the firm organizes and manages pooled funds and can act in both advisory and operator roles for those pooled structures. Investment behavior centers on manager-driven allocations into alternative real assets. The firm does not identify as an active ESG investor and lists a nonstandard fee approach (“Other”), which is consistent with bespoke fee arrangements common to institutional and fund-sponsor relationships. With a small number of large institutional relationships, investment decisions appear geared toward concentrated, large-scale commitments and external manager selection rather than retail multi-account servicing.
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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