Clients
HSBC Global Asset Management (hong Kong) Limited serves 295 clients, 156 of them insurance companies. The average client has about $507 million with the firm.
- Pooled investment vehicles88 clients48%
- Insurance companies156 clients49%
- OtherBanking or thrift institutions, Pension and profit-sharing plans, State or municipal government entities, Other investment advisers, Corporations and other businesses4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 4 | $186,553,618 | 0.1% | $46.6M |
| Pooled investment vehicles | 88 | $71,040,782,140 | 47.5% | $807.3M |
| Pension and profit-sharing plans | 28 | $1,487,637,569 | 1.0% | $53.1M |
| State or municipal government entities | 10 | $2,642,166,885 | 1.8% | $264.2M |
| Other investment advisers | 4 | $861,250,115 | 0.6% | $215.3M |
| Insurance companies | 156 | $72,733,893,360 | 48.7% | $466.2M |
| Corporations and other businesses | 5 | $523,208,091 | 0.4% | $104.6M |
| Total | 295 | $149,475,491,778 | 100% | $506.7M |
- Clients
- 4
- Regulatory AUM
- $186,553,618
- Share
- 0.1%
- Avg. per client
- $46.6M
- Clients
- 88
- Regulatory AUM
- $71,040,782,140
- Share
- 47.5%
- Avg. per client
- $807.3M
- Clients
- 28
- Regulatory AUM
- $1,487,637,569
- Share
- 1.0%
- Avg. per client
- $53.1M
- Clients
- 10
- Regulatory AUM
- $2,642,166,885
- Share
- 1.8%
- Avg. per client
- $264.2M
- Clients
- 4
- Regulatory AUM
- $861,250,115
- Share
- 0.6%
- Avg. per client
- $215.3M
- Clients
- 156
- Regulatory AUM
- $72,733,893,360
- Share
- 48.7%
- Avg. per client
- $466.2M
- Clients
- 5
- Regulatory AUM
- $523,208,091
- Share
- 0.4%
- Avg. per client
- $104.6M
Total
- Clients
- 295
- Regulatory AUM
- $149,475,491,778
- Share
- 100%
- Avg. per client
- $506.7M
What it does
HSBC Global Asset Management (hong Kong) Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, fixed fees and performance-based fees.
HSBC Global Asset Management (hong Kong) Limited provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($149.48B across 295 accounts) are managed with discretion. 99% of clients are outside the U.S., and 6 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks21%
- Bonds71%
- Investment grade corporate bonds47%
- High-yield corporate bonds18%
- Sovereign bonds4%
- U.S. government and agency bonds2%
- Cash2%
- Other6%
- Funds with otc exchange centre6%
Custodians
HSBC Global Asset Management (hong Kong) Limited’s client accounts are held mainly at The Hongkong and Shanghai Banking Corporation Limited, with 48% of managed assets. HSBC Global Asset Management (hong Kong) Limited does not have custody of client assets.
- The Hongkong and Shanghai Banking Corporation LimitedThe Hongkong and Shanghai Banking Corporation Limited · Hong Kong · $71.71B48%
- All other custodians$77.76B52%
Ownership and leadership
The Hongkong and Shanghai Banking Corporation Limited owns 75% or more of HSBC Global Asset Management (hong Kong) Limited, and Wai Fun Ho is its CEO.
- Owns 75% or more of HSBC Global Asset Management (hong Kong) Limited
The Hongkong and Shanghai Banking Corporation Limited
Control person · since September 2014
- Owns 75% or more of The Hongkong and Shanghai Banking Corporation Limited
HSBC Asia Holdings Limited
Control person · since November 2018
- Owns 75% or more of HSBC Asia Holdings Limited
HSBC Holdings PLC
Control person · since November 2018
Leadership
- Wai Fun HoDirector/Chief Executive Officer Asia Pacific
- Yee Ting Jasmine HungDirector / Chief Executive Officer Hong Kong
- Pan Lang YeungChief Compliance Officer
- Wai Nga Sylvia ChenDirector
- Kok Wing toDirector
Staff
- 309 employees
- 106 in advisory functions
Fees
HSBC Global Asset Management (hong Kong) Limited is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
HSBC Global Asset Management (hong Kong) Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, HSBC Global Asset Management (hong Kong) Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- HSBC Global Asset Management (hong Kong) Limited
- Headquarters
- HSBC Main Building, 1 Queen'S Road Central, Hong Kong, Hong Kong
- Phone
- 85222841111
- Website
- Not reported
- SEC file
- 801-29922
- Structure
- corporation organized in Hong Kong
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does HSBC Global Asset Management (hong Kong) Limited have?
HSBC Global Asset Management (hong Kong) Limited has 295 clients and manages $149.5 billion for them, as of August 2026. They include 156 insurance companies, 88 pooled investment vehicles and 28 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 August 2026
What services does HSBC Global Asset Management (hong Kong) Limited offer?
HSBC Global Asset Management (hong Kong) Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does HSBC Global Asset Management (hong Kong) Limited use?
HSBC Global Asset Management (hong Kong) Limited’s separately managed account assets are held at The Hongkong and Shanghai Banking Corporation Limited (Hong Kong), with $71,711,273,902. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 August 2026
How many financial advisors does HSBC Global Asset Management (hong Kong) Limited have?
HSBC Global Asset Management (hong Kong) Limited has 0 investment adviser representatives registered with state securities authorities, out of 309 employees, and 106 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does HSBC Global Asset Management (hong Kong) Limited invest in?
At the end of its last fiscal year, HSBC Global Asset Management (hong Kong) Limited’s separately managed accounts held 47% investment grade corporate bonds, 21% exchange-traded equities, 18% high-yield corporate bonds, 6% funds with otc exchange centre, 4% sovereign bonds, 2% U.S. government and agency bonds and 2% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns HSBC Global Asset Management (hong Kong) Limited?
HSBC Global Asset Management (hong Kong) Limited is owned through a chain of holding companies by HSBC Holdings PLC. Its direct owner is the Hongkong and Shanghai Banking Corporation Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 August 2026
How does HSBC Global Asset Management (hong Kong) Limited get paid?
HSBC Global Asset Management (hong Kong) Limited is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file