Hong Kong SFC Licensed Asset Management Company

Asking Price: On Request
Financial Asset Details
Listed on Jun 30, 2023(Renewed on Aug 23, 2024)

Company Established in 1997.
The company is a clean, ready-made turn-key operation that includes a portfolio of quality long-term clients that generate a stable recurring revenue.

The primary activities of the company are:

• discretionary portfolio management (SFC Type 9 license);
• advising on securities (SFC Type 4 license) for mass affluent private clients.

In addition, the company benefits from an Insurance Authority (IA) license and registration as an MPF Intermediary (Mandatory Provident Funds).

This opportunity is an ideal shortcut stepping stone for a larger financial services company to establish in Hong Kong, and expand throughout Asia, or for an existing licensed business to simply add clients/funds under management to their current portfolio.

The reason of sale is eventual retirement of the owner.

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Financials (USD)

Asking Price Not Disclosed

Converted From EUR

Exchange Rate $1.17

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