| Total AUM | $149.48B |
| Discretionary | $149.48B100% of AUM |
| Client Accounts | 295 |
| Avg Account Size | $506.7M |
| Employees | 309 |
| Peak AUM | $149.48BMar 2026 |
| AUM CAGR | +10.3% /yrover 25 yrs · 130 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $149.5B | +16.5% | +11.1% | +10.1% | |
| Discretionary AUM | |||||
| Total AUM | $149.48B |
| Discretionary | $149.48B |
| Employees | 309 |
| Client Accounts | 295 |
| Client Range | 0 |
Address
HSBC MAIN BUILDING
HONG KONG
Hong Kong
Phone
852-2284-1111
Filing History
130 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$149.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$149.5B
| $149.5B |
| +16.5% |
| +11.1% |
| +10.1% |
| Total Accounts | 295 | +2.4% | 15.7% | 8.5% |
| Avg Account Size | $507M | +13.7% | +31.8% | +20.3% |
| Employees | 309 | +4.0% | +7.0% | +5.7% |
| AUM / Employee | $484M | +11.9% | +3.8% | +4.2% |
Client AUM Segments | |||||
| Institutional AUM | $77.4B | +16.8% | +13.6% | +8.7% | |
| Fund / Pooled AUM | $71.0B | +16.1% | +18.1% | +12.3% | |
| Other AUM | $861M | +10.3% | 59.6% | 10.6% | |
Client Count Segments | |||||
| Institutional | 199 | +3.6% | 5.3% | 3.1% | |
| Pooled / Fund | 88 | +6.0% | 28.1% | 16.0% | |