Licensed Investment Management Company in Hong Kong

This is a fully licensed investment management company based in Hong Kong, holding licenses from the SFC, IA, and MPFA. The company specializes in discretionary portfolio management for private mass affluent clients, offering advice on securities and MPF retirement schemes. It operates with a strong reputation and a loyal, primarily expatriate client base. Client assets are held by third-party custodians, ensuring a cost-effective structure for investment management. The business has audited accounts and regular financial resource returns available. The owner is seeking a retirement exit within five years and is open to offers, ideally based on a multiple of revenue. Information is available upon completion of an NDA and proof of funds.