Bosera Asset Management (International) Co., Limited is a large advisory firm based in Hong Kong. It manages $3.59 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2013.
Bosera Asset Management (International) Co., 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.
The assets under management (AUM) of Bosera Asset Management (International) Co., Limited is $3.59 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 486% since the beginning of its operation, and $3.59 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bosera Asset Management (International) Co., 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.
The only and largest group of clients of Kai Yiu Anthony Lo is pooled investment vehicles with 15 clients and $917.84 million of assets under management. Among the 9 most similar advisory firms, Bosera Asset Management (International) Co., Limited has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $917.84 million for 15 clients. 100% of the firm’s clients are foreign persons or businesses.
Bosera Asset Management (International) Co., Limited doesn't advise any private funds.
The company employs 40 people that are either part- or full-time employees. 33 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kai Yiu Anthony Lo has been acting as President since 1 Mar 2010. Wanhai Song joined the executive team most recently as the Director.
The principal office where Bosera Asset Management (International) Co., Limited performs its advisory services is located at Suite 4109, Jardine House, 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 852-2537-6658 or by fax 852-2537-1583. The normal business hours are 9am to 6pm on Monday - Friday. You can find more information about the New York firm at bosera.com.hk.