$26.2B Total AUM
$26.2B Disc. AUM
-- 3Y CAGR
226 Employees
77 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Broadridge · Invesco · State Street
- Clients
- Retail and Institutional
- Platforms
- Legacy quantumHarbor radial +more
- Established Date
- 12-16-1994
- Office Locations
- 1
Office Locations
45th Jardine House 1 Connaught Place, Central Hong Kong Hong Kong --
About Invesco Hong Kong Limited
Invesco Hong Kong Limited offers investment products for Hong Kong investors across mutual funds, ETFs and pension funds (MPF/ORSO), supported by tools for fund prices, dividends and literature plus investor education. The site highlights global equity and income strategies and a global investment‑grade corporate bond fund. A distribution-relevant detail: Invesco QQQ is cross-listed on the Hong Kong Stock Exchange (3455).
Team overview
-- AVG AGE
$340.3M AVG AUM / ADVISOR
$340.3M AVG AUM / CLIENT
9.9 yrs AVG TENURE
226 Employees
77 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
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Accredited Investors
Unison legacy
Asset Classes
Vital Fusion Harbor timber Frontier ridge Unison Crest Matrix optima Focus Glacier summit
CRM
Ridge
Custodian
Alpha Focus pathway Focus Timber focus Wave Alpha Radial insight Alpha focus Eagle wave Focus focus Frontier
Investment Themes
Summit horizon Alpha Foundation Pioneer beacon North Meridian value
Investment Vehicles
Radial radial Bridge Horizon quantum
Platform
Value
Services
Legacy eagle Summit element Catalyst Meridian
Technology
Summit Fusion oak Value Insight meridian Atlas Peak Zenith ridge
Owner & Executives
W
WAI TAT RICHARD CHOW
--
- CRD
- --
- Ownership
- Less than 5%
(627) 760-2909
legacy.wave@embercapital.com
in linkedin.com/in/wave-quantum
M
Martin Peter Franc
--
- CRD
- --
- Ownership
- Less than 5%
(678) 591-9952
delta.bridge@alphacapital.com
in linkedin.com/in/north-vector
P
Pioneer radial
Zenith quantum optima
- CRD
- #44387
- Ownership
- 28.8%
(933) 245-3000
horizon.atlas@vertexcapital.com
in linkedin.com/in/eagle-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,202,131,169 | $340,287,418 |
| Non-Discretionary | $0 | -- |
| Total | $26,202,131,169 | $340,287,418 |
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Separately Managed Accounts
Total SMA Asset: $19,819,216,585
Equity - Exchange:
15.6% Cash:
12.9% Sovereign Bonds:
5.6% U.S. Government/Agency:
16.7% Corporate - Investment Grade:
14.1% Corporate - Non-Investment Grade:
10.5% Municipal Bonds:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $451,319,332 | 15.6% |
| Cash | $373,206,371 | 12.9% |
| Sovereign Bonds | $162,012,068 | 5.6% |
| U.S. Government/Agency | $483,143,131 | 16.7% |
| Corporate - Investment Grade | $407,923,243 | 14.1% |
| Corporate - Non-Investment Grade | $303,772,628 | 10.5% |
| Municipal Bonds | $711,695,870 | 24.6% |
| Total | $2,893,072,643 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER UNISON ALPHA | PEAK NORTH | 2YBCBZGWT | IVUTP | 8.32% | $53,517,524 |
| QUANTUM HARBOR VERTEX | SUMMIT FOCUS | OZF18VC0O | CVF | 9.52% | $72,732,887 |
| HORIZON CAPITAL PIONEER | QUANTUM VERTEX | FASMKY2OI | LBGU | 12.54% | $106,375,402 |
| FUSION MERIDIAN VERTEX | NORTH ATLAS | QW8QMKSNB | HNLLX | 7.64% | $84,044,470 |
| FOCUS SIGNAL FUSION | PIONEER BEACON | DFSE9Y5W0 | UPNV | 6.59% | $62,055,710 |
| HORIZON PATHWAY CREST | LEGACY FRONTIER | N61TWJPNS | RJAM | 2.26% | $74,217,364 |
| HARBOR LEGACY QUANTUM | MOMENTUM FOCUS | P6F4P08LV | ZNJA | 5.55% | $21,775,800 |
| TIMBER INSIGHT TIMBER | FRONTIER CREST | HMPVAZ70W | KZX | 6.99% | $102,879,853 |