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. 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.

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.