Ward Ferry Management (Bvi) Limited (Hong Kong)


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.

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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.

Ward Ferry Management (Bvi) Limited: assets under management

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 firm manages $1.9 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $950.2 million each.

Fees & Commissions

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.

What kind of clients David Geoffrey Torrible serves?

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.

Careers at Ward Ferry Management (Bvi) Limited

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.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Scobie Dickinson Ward Ceo 1 Nov 2000 25% - 50% 5082798
Peter Christopher Ferry Owner 1 Nov 2000 Other 726776
William Walter Raleigh Kerr Director, non-executive 1 Nov 2000 Other 4380380
Annie Tingngai Lai Cfo 1 Mar 2005 Other 5082282
Vineet Mitera Principal 1 Mar 2011 Other 5904153
Michael Johanan Mager Principal 1 Mar 2011 Other 5904143
Annie Tingngai Lai Partner, coo & chief compliance officer 1 Oct 2014 Other 5082282
Andrew James Nash Webber Partner & portfolio manager 1 Oct 2014 Other 6459802
Vineet Mitera Partner & portfolio manager 1 Oct 2014 Other 5904153
Scobie Dickinson Ward Chairman & chief investment officer 1 Oct 2014 25% - 50% 5082798
Scobie Dickinson Ward Director & executive chairman 1 May 2016 50% - 75% 5082798
Annie Tingngai Lai Director, chief compliance officer & chief operating officer 1 May 2016 Other 5082282
Andrew James Nash Webber Director & co-chief investment officer 1 May 2016 Other 6459802
Vineet Mitera Director & co-chief investment officer 1 May 2016 Other 5904153
Vineet Mitera Director & chief investment officer 1 Feb 2017 25% - 50% 5904153
Daphne Reynolds Chester Owner 1 Feb 2017 Other 5283058
David Geoffrey Torrible Director 1 Sep 2017 Other 3121446
Annie Tingngai Lai Owner 1 Nov 2017 Other 5082282
Graham Sargent Ernst Chief compliance officer 1 Nov 2017 Other 6313358

Based in Hong Kong

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.