Lloyd George Management Hong Kong Ltd is a large advisory firm based in Hong Kong. It manages $926.86 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.
Lloyd George Management Hong Kong 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.
The assets under management (AUM) of Lloyd George Management Hong Kong Ltd is $926.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 654% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lloyd George Management Hong Kong Ltd 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.
Zaheer Abbas Sitabkhan has been acting as President since 1 Sep 1999. Bank Of Montreal joined the executive team most recently as the Sole Shareholder Of Lloyd George Management (Bvi) Limited.
The principal office where Lloyd George Management Hong Kong Ltd performs its advisory services is located at 3808 One Exchange Square Central, 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 852-28454433 or by fax 852-28453911. The normal business hours are 9:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at lloydgeorge.com.