I.G. Investment Management (Hong Kong) Limited is a large advisory firm based in Hong Kong. It manages $2.51 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2016.
I.G. Investment Management (Hong Kong) Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 I.G. Investment Management (Hong Kong) Limited is $2.51 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 56% since the beginning of its operation, and $2.31 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay I.G. Investment Management (Hong Kong) Limited for their services and products based on a percentage of assets under management. 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Peter O'reilly is pooled investment vehicles with 6 clients and $1.87 billion of assets under management. Among the 8 most similar advisory firms, I.G. Investment Management (Hong Kong) Limited has the 3rd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.02 billion for 7 clients. 78% of the firm’s clients are foreign persons or businesses.
I.G. Investment Management (Hong Kong) Limited doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 64 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Peter O'reilly has been acting as President since 1 Sep 2002. Sophie Desmarais joined the executive team most recently as the Trustee.
The principal office where I.G. Investment Management (Hong Kong) Limited performs its advisory services is located at Suites 1011 1012, Two Pacific Place, 88 Queensway, 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 011-852-2918-9866 or by fax 011-852-2918-1599. The normal business hours are 8:00am-5:00pm hong kong time on Monday - Friday.