Clients
Invesco Hong Kong Limited serves 77 clients, 52 of them pension and profit-sharing plans. The average client has about $340 million with the firm.
- Investment companies3 clients10%
- Pooled investment vehicles2 clients15%
- Pension and profit-sharing plans52 clients66%
- State or municipal government entities5 clients4%
- Sovereign wealth funds and foreign official institutions2 clients2%
- OtherIndividuals, Charitable organizations, Insurance companies, Corporations and other businesses, Other4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1 | $20,777,330 | 0.1% | $20.8M |
| Investment companies | 3 | $2,509,706,866 | 9.6% | $836.6M |
| Pooled investment vehicles | 2 | $3,873,207,718 | 14.8% | $1.94B |
| Pension and profit-sharing plans | 52 | $17,239,045,783 | 65.8% | $331.5M |
| Charitable organizations | 3 | $115,932,242 | 0.4% | $38.6M |
| State or municipal government entities | 5 | $995,985,190 | 3.8% | $199.2M |
| Insurance companies | 4 | $517,686,330 | 2.0% | $129.4M |
| Sovereign wealth funds and foreign official institutions | 2 | $612,753,922 | 2.3% | $306.4M |
| Corporations and other businesses | 3 | $133,087,533 | 0.5% | $44.4M |
| Other | 2 | $183,948,255 | 0.7% | $92.0M |
| Total | 77 | $26,202,131,169 | 100% | $340.3M |
- Clients
- 1
- Regulatory AUM
- $20,777,330
- Share
- 0.1%
- Avg. per client
- $20.8M
- Clients
- 3
- Regulatory AUM
- $2,509,706,866
- Share
- 9.6%
- Avg. per client
- $836.6M
- Clients
- 2
- Regulatory AUM
- $3,873,207,718
- Share
- 14.8%
- Avg. per client
- $1.94B
- Clients
- 52
- Regulatory AUM
- $17,239,045,783
- Share
- 65.8%
- Avg. per client
- $331.5M
- Clients
- 3
- Regulatory AUM
- $115,932,242
- Share
- 0.4%
- Avg. per client
- $38.6M
- Clients
- 5
- Regulatory AUM
- $995,985,190
- Share
- 3.8%
- Avg. per client
- $199.2M
- Clients
- 4
- Regulatory AUM
- $517,686,330
- Share
- 2.0%
- Avg. per client
- $129.4M
- Clients
- 2
- Regulatory AUM
- $612,753,922
- Share
- 2.3%
- Avg. per client
- $306.4M
- Clients
- 3
- Regulatory AUM
- $133,087,533
- Share
- 0.5%
- Avg. per client
- $44.4M
- Clients
- 2
- Regulatory AUM
- $183,948,255
- Share
- 0.7%
- Avg. per client
- $92.0M
Total
- Clients
- 77
- Regulatory AUM
- $26,202,131,169
- Share
- 100%
- Avg. per client
- $340.3M
What it does
Invesco Hong Kong Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.
Invesco Hong Kong Limited advises no private funds.
100.0% of assets ($26.20B across 77 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks46%
- Bonds32%
- Sovereign bonds14%
- U.S. government and agency bonds7%
- Investment grade corporate bonds5%
- High-yield corporate bonds5%
- State and local bonds1%
- Cash22%
Custodians
Invesco Hong Kong Limited’s client accounts are held mainly at Bank Consortium Trust Company Limited, with 30% of managed assets. Invesco Hong Kong Limited does not have custody of client assets.
- Bank Consortium Trust Company LimitedBank Consortium Trust Company Limited · Hong Kong · $7.83B30%
- All other custodians$18.37B70%
Ownership and leadership
Invesco Asset Management Pacific Limited owns 75% or more of Invesco Hong Kong Limited.
- Owns 75% or more of Invesco Hong Kong Limited
Invesco Asset Management Pacific Limited
Control person · since March 2003
- Owns 75% or more of Invesco Asset Management Pacific Limited
Invesco Pacific Group Limited
Control person · since March 2003
- Owns 75% or more of Invesco Pacific Group Limited
Invesco Holding Company Limited
Control person · since December 1994
- Owns 75% or more of Invesco Holding Company Limited
Invesco LTD
Control person · since December 2007
Leadership
- Hideki SatoPresident & CEO Japan & Korea, Regional Head of Distribution & Investment Strategy, Apac
- Calvin ChouManaging Director, Co-CIO Asia
- Wai Tat Richard ChowRegional Head of Investments, Asia Pacific
- Martin FrancCEO Australia, Greater China and Southeast Asia
- Wong Ka ShingHead of Product, Apac
- Che Lee Ally KwanHead of Compliance, Greater China Ex Taiwan
- Siu Mei LeeHead of Finance, Greater China
- Andrew LoSenior Managing Director & Head of Asia Pacific
- Jeremy SimpsonCFO, Apac
Staff
- 226 employees
- 77 in advisory functions
Fees
Invesco Hong Kong Limited is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Invesco 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, Invesco Hong Kong Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Invesco Hong Kong Limited
- Headquarters
- 45th Jardine House, 1 Connaught Place, Central Hong Kong, Hong Kong, China
- Phone
- 85231286000
- SEC file
- 801-47856
- 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 Invesco Hong Kong Limited have?
Invesco Hong Kong Limited has 77 clients and manages $26.2 billion for them, as of September 2026. They include 52 pension and profit-sharing plans, 5 state or municipal government entities and 4 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Invesco Hong Kong Limited offer?
Invesco Hong Kong Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Invesco Hong Kong Limited use?
Invesco Hong Kong Limited’s separately managed account assets are held at Bank Consortium Trust Company Limited (Hong Kong), with $7,827,775,514. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does Invesco Hong Kong Limited have?
Invesco Hong Kong Limited has 0 investment adviser representatives registered with state securities authorities, out of 226 employees, and 77 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 Invesco Hong Kong Limited invest in?
At the end of its last fiscal year, Invesco Hong Kong Limited’s separately managed accounts held 46% exchange-traded equities, 22% cash and equivalents, 14% sovereign bonds, 7% U.S. government and agency bonds, 5% investment grade corporate bonds, 5% high-yield corporate bonds and 1% state and local bonds. 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 Invesco Hong Kong Limited?
Invesco Hong Kong Limited is owned through a chain of holding companies by Invesco LTD. Its direct owner is Invesco Asset Management Pacific Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Invesco Hong Kong Limited get paid?
Invesco 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