Jf Asset Management Limited (Hong Kong, Hong Kong)

Jf Asset Management Limited is a large advisory firm based in Hong Kong, Hong Kong. It manages $48.27 billion of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2019.

Jf Asset Management Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jf Asset Management Limited: assets under management

The assets under management (AUM) of Jf Asset Management Limited is $48.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $48.27 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $48.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $315.46 million each.

Investments

The firm invests in exchange traded securities the most. They account for 49% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 26% of the firm’s portfolio. Investments in pooled investment vehicles form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jf Asset Management Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ayaz Hatim Ebrahim serves?

The firm provides services to charitable organizations, other investment advisers, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and sovereign wealth funds and foreign official institutions. The largest group of clients of Ayaz Hatim Ebrahim is pooled investment vehicles with 92 clients and $38.44 billion of assets under management. Among the 11 most similar advisory firms, Jf Asset Management Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $48.27 billion for 129 clients. 100% of the firm’s clients are foreign persons or businesses.

Jf Asset Management Limited doesn't advise any private funds.

Careers at Jf Asset Management Limited

The company employs 418 people that are either part- or full-time employees. 18 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 receive compensation from other entities for client referrals.

Ayaz Hatim Ebrahim has been acting as President since 1 Nov 2018. Daniel James Watkins joined the executive team most recently as the Director/Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jpmorgan Asset Management (Asia) Inc.	Shareholder	1 Nov 2000	75% - 100%	foreign
Edwin Tsun Kay Chan	Director/managing director	1 Dec 2010	Other	6663205
Christopher David Spelman	Director/managing director	1 Jan 2015	Other	6453168
Aidan D Shevlin	Director/managing director	1 May 2015	Other	7069605
Desiree Qionghui Wang	Director/managing director	1 Jul 2015	Other	7069608
Lee Nmn Bray	Director/managing director	1 Apr 2016	Other	7069601
Leon Nmn Goldfeld	Director/managing director	1 May 2017	Other	7069604
Chloe Louise Thomas	Director/managing director	1 Mar 2018	Other	7069607
Shaw Yann Ho	Managing director	1 Jun 2018	Other	6986618
Philippe Nmn El Asmar	Director/managing director	1 Jun 2018	Other	7069603
Ayaz Hatim Ebrahim	Director/managing director	1 Nov 2018	Other	6631701
Muriel Yerk Kwan Sung	Managing director	1 Nov 2018	Other	4878567
Daniel James Watkins	Director/managing director	1 Mar 2019	Other	6178182

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jpmorgan Asset Management Holdings Inc.	Shareholder	1 Nov 2000	75% - 100%	foreign
Jpmorgan Chase Holdings Llc	Shareholder	1 Apr 2017	75% - 100%	81-3858870
Jpmorgan Chase & Co.	Shareholder	1 Apr 2017	75% - 100%	13-2624428

Based in Hong Kong, Hong Kong

The principal office where Jf Asset Management Limited performs its advisory services is located at 21/F Chater House, Hong Kong, Hong Kong, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 85228002800 or by fax 85225220356. The normal business hours are 9:00am - 6:00pm on Monday - Friday.