Fidelity Management & Research (Hong Kong) Limited is a large advisory firm based in Hong Kong. It manages $15.34 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2008.
Fidelity Management & Research (Hong Kong) Limited provides portfolio management for investment companies and portfolio management for foreign and proprietary funds and accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fidelity Management & Research (Hong Kong) Limited is $15.34 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 727% since the beginning of its operation, and $521.05 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fidelity Management & Research (Hong Kong) Limited 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Christopher Scott Bartel is investment companies with 22 clients and $14.29 billion of assets under management. Among the 11 most similar advisory firms, Fidelity Management & Research (Hong Kong) Limited has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $15.34 billion for 24 clients. 4% of the firm’s clients are foreign persons or businesses.
Fidelity Management & Research (Hong Kong) Limited doesn't advise any private funds.
The company employs 56 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher Scott Bartel has been acting as President since 1 Jul 2012. William Charles Coffey joined the executive team most recently as the Chief Legal Officer.
The principal office where Fidelity Management & Research (Hong Kong) Limited performs its advisory services is located at Floor 19, 41 Connaught Road Central, Hong Kong, The mailing address of the firm is 245 Summer St, V10 H, Boston, MA 02210. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 852-3711-9100 or by fax 852-3711-9371. The normal business hours are 9:00am - 5:00pm hkt on Monday - Friday. You can find more information about the New York firm at fidelity.com.