Ward Ferry Management (Bvi) Limited is a large advisory firm based in Hong Kong. It manages $1.9 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.
Ward Ferry Management (Bvi) Limited provides portfolio management for pooled investment vehicles. 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 Ward Ferry Management (Bvi) Limited is $1.9 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and $1.9 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ward Ferry Management (Bvi) Limited for their services and products based on a percentage of assets under management 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 only and largest group of clients of David Geoffrey Torrible is pooled investment vehicles with 2 clients and $1.9 billion of assets under management. Among the 7 most similar advisory firms, Ward Ferry Management (Bvi) Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.9 billion for 2 clients. 100% of the firm’s clients are foreign persons or businesses.
Ward Ferry Management (Bvi) Limited also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 100 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ward Ferry Management (Bvi) Limited is owned by Peter Christopher Ferry. David Geoffrey Torrible has been acting as President since 1 Sep 2017. Annie Tingngai Lai joined the executive team most recently as the Owner.
The principal office where Ward Ferry Management (Bvi) Limited performs its advisory services is located at 2608, 26 Th Floor, Two Exchange Square, 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 852-2581-2500 or by fax 852-2581-3660. The normal business hours are 9am - 6pm (hk time) on Monday - Friday. You can find more information about the New York firm at wardferry.com.