Invesco Asia Ltd (Hong Kong)

Name: Invesco Asia Ltd
Address: 32/F, Three Pacific Place, Hong Kong
Telephone: 852 3128 6000

Invesco Asia Ltd is a large advisory firm based in Hong Kong. It manages $2.85 billion of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2001.

Invesco Asia provides portfolio management for individuals and small businesses and 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.

Invesco Asia: assets under management

The assets under management (AUM) of Invesco Asia Ltd is $2.85 billion. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.82 billion in discretionary accounts and $32.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.22 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $16.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Invesco Asia Ltd for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Invesco Asia Ltd

Michael D'arcy Benson has been acting as President since 1 Dec 1993. Alfred Kai Shing Ho has served as the Chief Investment Officer since 1 Dec 1999 and Andrew Tak Shing Lo is the Chief Executive Officer of Invesco Asia Ltd family office. Nelson Ka Ming Tang joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael D'arcy Benson	Director	1 Dec 1993	Other	4354576
Invesco Pacific Holdings Limited	Shareholder	1 Dec 1995	75% - 100%	foreign
Anna Seen Ming Tong	Head of investment	1 Jan 1996	Other	4360115
Andrew Tak Shing Lo	Chief executive officer	1 Apr 1997	Other	4360113
Gracie Yuen See Liu	Director, head of client adm.	1 Dec 1997	Other	4363196
Roderick George Howard Ellis	Director	1 Dec 1997	Other	4354580
John Gerald Greenwood	Director, group chief economist	1 Jun 1998	Other	4363198
Hwa Dong Liang	Director	1 Jun 1998	Other	4363200
Billy Lee Wang Chan	Investment director	1 Jun 1998	Other	4363201
Janice Yi Wong	Investment director	1 Jul 1998	Other	4363202
Dean Chisholm	Head of operations	1 Aug 1998	Other	4360118
Edith Man Ling Ngan	Director, head of marketing & institutional services	1 Jan 1999	Other	4363204
Hong Chye Quah	Investment director	1 Nov 1999	Other	4363206
Alfred Kai Shing Ho	Chief investment officer	1 Dec 1999	Other	4363195
Marcel Bruno Souza	Director, regional economist	1 Jan 2000	Other	4363207
John Peter Watson	Investment director	1 May 2000	Other	4363208
Anton Joel Allen	Legal counsel	1 Jul 2000	Other	4360116
Jeremy Charles Simpson	Finance director	1 Oct 2000	Other	4360117
Paul Pak Kui Chan	Investment director	1 Nov 2001	Other	4520020
Kerry Kim Wai Ching	Director, head of investor services, pooled products	1 Jan 2002	Other	4520019
Siu Mei Lee	Director, head of finance and administration	1 Jan 2003	Other	4647273
Monica Ahweng	Head of legal	1 Jan 2003	Other	4650838
Ivy Yurk Lan Ho	Associate director, head of compliance	1 Jan 2003	Other	4650839
Invesco Asset Management Pacific Limited	Shareholder	1 Mar 2003	75% - 100%	foreign
Joann So Ping Ma	Director, head of retail sales	1 Jun 2003	Other	4774569
Peter Kong Yiu Chan	Director, head of it	1 Jan 2004	Other	4774570
Nelson Ka Ming Tang	Associate director, head of compliance	1 Apr 2004	Other	4936203
Kerry Kim Wai Ching	Director, ceo, hong kong	1 Oct 2004	Other	4520019
Siu Chi Chan	Director, head of retail sales	1 Oct 2004	Other	4935590
Nelson Ka Ming Tang	Chief compliance officer	1 Mar 2005	Other	4936203

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Amvescap Plc	Sole shareholder	1 Dec 1994	75% - 100%	foreign
Invesco Global Asset Management Limited	Sole shareholder	1 Dec 1995	75% - 100%	foreign
Invesco International Limited	Sharehodler	1 Dec 1995	75% - 100%	foreign
Invesco International Holdings Limited	Shareholder	1 Dec 1995	75% - 100%	foreign
Amvescap Plc	Sole shareholder	1 Dec 1995	75% - 100%	foreign
Invesco Pacific Group Limited	Shareholder	1 Mar 2003	75% - 100%	foreign

Based in Hong Kong

The principal office where Invesco Asia Ltd performs its advisory services is located at 32/F, Three Pacific Place, Hong Kong, , which is also the mailing address of the firm. It doesn’t run 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 www.invesco.com.hk.