Lloyd George Management Hong Kong Ltd (Hong Kong)

Name: Lloyd George Management Hong Kong Ltd
Address: 3808 One Exchange Square Central, Hong Kong
Telephone: 852-28454433

Lloyd George Management Hong Kong Ltd is a large advisory firm based in Hong Kong. It manages $926.86 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.

Lloyd George Management Hong Kong 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.

Lloyd George Management Hong Kong: assets under management

The assets under management (AUM) of Lloyd George Management Hong Kong Ltd is $926.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 654% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $926.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $102.98 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lloyd George Management Hong Kong Ltd 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.

Careers at Lloyd George Management Hong Kong Ltd

Zaheer Abbas Sitabkhan has been acting as President since 1 Sep 1999. Bank Of Montreal joined the executive team most recently as the Sole Shareholder Of Lloyd George Management (Bvi) Limited.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert John Daniel Lloyd George	Director	1 Oct 1991	Other	4380377
Lloyd George Management (Bvi) Limited	Shareholder	1 Dec 1991	75% - 100%	foreign
Robert John Daniel Lloyd George	Chairman & ceo	1 Dec 1991	50% - 75%	4380377
William Walter Raleigh Karr	Cfo, chief legal officer & compliance officer	1 Dec 1991	Other	4380380
Man Fat Tang	Director	1 Dec 1991	Other	4380382
William Walter Raleigh Kerr	Cfo, chief legal officer & compliance officer	1 Dec 1991	Other	4380380
Lgm (Bermuda) Limited	Shareholder	1 Dec 1991	75% - 100%	foreign entity
William Walter Raleigh Kerr	Director	1 Jan 1992	Other	4380380
Pamela Suk On Chan	Director	1 Dec 1995	Other	4380384
Adaline Mang Yee Ko	Director	1 Jun 1996	Other	4380386
Zaheer Abbas Sitabkhan	Director	1 Sep 1999	Other	4378703
Samir Dilip Mehta	Director	1 Dec 2000	Other	4380388
Susanna Shui Shan Ng	Director	1 Jul 2007	Other	4401102
William Walter Raleigh Kerr	Ceo	1 May 2009	Other	4380380
Barry Merritt Cooper	Director	1 Apr 2011	Other	53458
Barry Sean Mcinerney	Director	1 Apr 2011	Other	4379798
Carol Ann Neal	Director	1 Apr 2011	Other	4956567
Edgar Normund Legzdins	Director	1 Apr 2011	Other	5965022
Jennifer Cheng Chua	Director	1 Apr 2011	Other	5965211
Albert Chun Ming Yu	Director	1 Apr 2011	Other	5965216

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Bank Of Montreal	Sole shareholder of lloyd george management (bvi) limited	1 Apr 2011	75% - 100%	13-4941092

Based in Hong Kong

The principal office where Lloyd George Management Hong Kong Ltd performs its advisory services is located at 3808 One Exchange Square Central, 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 852-28454433 or by fax 852-28453911. 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 lloydgeorge.com.