I.G. Investment Management (Hong Kong) Limited (Hong Kong)

I.G. Investment Management (Hong Kong) Limited is a large advisory firm based in Hong Kong. It manages $2.51 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2016.

I.G. Investment Management (Hong Kong) Limited provides portfolio management for investment companies, 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.

I.G. Investment Management (Hong Kong) Limited: assets under management

The assets under management (AUM) of I.G. Investment Management (Hong Kong) Limited is $2.51 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 56% since the beginning of its operation, and $2.31 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.51 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $278.54 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay I.G. Investment Management (Hong Kong) Limited for their services and products based on a percentage of assets under management. 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 Peter O'reilly serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Peter O'reilly is pooled investment vehicles with 6 clients and $1.87 billion of assets under management. Among the 8 most similar advisory firms, I.G. Investment Management (Hong Kong) Limited has the 3rd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.02 billion for 7 clients. 78% of the firm’s clients are foreign persons or businesses.

I.G. Investment Management (Hong Kong) Limited doesn't advise any private funds.

Careers at I.G. Investment Management (Hong Kong) Limited

The company employs 11 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.

Peter O'reilly has been acting as President since 1 Sep 2002. Sophie Desmarais joined the executive team most recently as the Trustee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
I.G. International Management Limited	Shareholder	1 May 2000	50% - 75%	284912
P.O. Chun Li	Secretary, chief financial officer, chief compliance officer and director	1 May 2002	Other	6727063
Po Chun Li	Secretary, chief financial officer, chief compliance officer and director	1 May 2002	Other	6727063
Peter O'reilly	Director	1 Sep 2002	Other	6727065
Jeffrey William Singer	Chairman of the board and director	1 Nov 2013	Other	2290139
Nicholas Peter Scott	Senior vice president, portfolio manager, head of asian equities and director	1 Jul 2014	Other	6727043
Tony Hosi Elavia	Director and chair of the board	1 Feb 2018	Other	1962602

Indirect Owners

The SEC currently registers 14 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Power Financial Corporation	Shareholder	1 Apr 1940	50% - 75%	foreign entity
Igm Financial Inc.	Shareholder	1 Nov 1984	75% - 100%	foreign entity
171263 Canada Inc.	Shareholder	1 Dec 1989	50% - 75%	foreign entity
Investors Group Inc.	Shareholder	1 Apr 1993	75% - 100%	foreign entity
Power Corporation Of Canada	Shareholder	1 Dec 2008	75% - 100%	foreign entity
Michel Plessis Belair	Trustee	1 Oct 2013	Other	6264973
Guy Fortin	Trustee	1 Oct 2013	Other	6264971
Paul Guy Desmarais	Trustee	1 Oct 2013	Other	1498208
Andre Roger Desmarais	Trustee	1 Oct 2013	Other	6265184
The Desmarais Family Residuary Trust	Shareholder	1 Oct 2013	50% - 75%	foreign entity
Paul Desmarais	Trustee	1 Oct 2013	Other	1498208
Andre Desmarais	Trustee	1 Oct 2013	Other	6265184
Jacqueline Desmarais	Trustee	1 Oct 2013	Other	6264972
Sophie Desmarais	Trustee	1 Mar 2018	Other	6922224

Based in Hong Kong

The principal office where I.G. Investment Management (Hong Kong) Limited performs its advisory services is located at Suites 1011 1012, Two Pacific Place, 88 Queensway, 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 011-852-2918-9866 or by fax 011-852-2918-1599. The normal business hours are 8:00am-5:00pm hong kong time on Monday - Friday.