Firms by custodian
Registered investment advisers that custody at Citibank (hong Kong) Limited
2 SEC-registered advisers report Citibank (hong Kong) Limited as a custodian holding 10% or more of separately managed account assets in Form ADV Schedule D, Section 5.K.(3). Listed by regulatory assets under management.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Abrdn Investments LimitedCRD 162309 | Edinburgh | $206.50B | 295 | 468 |
| Morgan Stanley Investment ManagementCRD 126896 | Singapore | $10.94B | 26 | 26 |
Abrdn Investments LimitedCRD 162309$206.50B
- Headquarters
- Edinburgh
- Advisory staff
- 295
- Clients
- 468
Morgan Stanley Investment ManagementCRD 126896$10.94B
- Headquarters
- Singapore
- Advisory staff
- 26
- Clients
- 26
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Citibank (hong Kong) Limited here says only what the filing says, and implies nothing about either firm's service.