Invesco Hong Kong Limited is a large advisory firm based in Hong Kong. It manages $25.48 billion of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2006.
Invesco Hong Kong Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Invesco Hong Kong Limited is $25.48 billion. The firm's AUM has grown by 642% since the beginning of its operation, and $24.71 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Invesco Hong Kong Limited for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of John Gerald Greenwood is pooled investment vehicles with 70 clients and $21.55 billion of assets under management. Among the 11 most similar advisory firms, Invesco Hong Kong Limited has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $25.47 billion for 90 clients. 97% of the firm’s clients are foreign persons or businesses.
Invesco Hong Kong Limited doesn't advise any private funds.
The company employs 229 people that are either part- or full-time employees. 32 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
John Gerald Greenwood has been acting as President since 1 Jun 1998. Li Chian See joined the executive team most recently as the Chief Compliance Officer.
The principal office where Invesco Hong Kong Limited performs its advisory services is located at 41/F, Champion Tower, Hong Kong, , which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 852 3128 6000 or by fax 852 3128 6001. The normal business hours are 9:00 a.m.- 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at invesco.com.hk and its LinkedIn profile.