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Fidelity Management & Research (Hong Kong) Limited
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED is an SEC-registered investment adviser in Hong Kong, MA, since 2008. The firm manages approximately $32.5...
Fidelity Management & Research (Hong Kong) Limited
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED is an SEC-registered investment adviser in Hong Kong, MA, since 2008. The firm manages approximately $32.5 billion in assets. It has 68 employees and 39 investment advisers.
General information
Firm type
Asset Manager
Location
Region
Asia
Country
Hong Kong
City
Hong Kong
Corporate office
Hong Kong
Frequently asked questions
What is the relationship between Fidelity Management & Research (Hong Kong) Limited and Fidelity Investments?
Fidelity Management & Research (Hong Kong) Limited is a wholly owned subsidiary of Fidelity Investments' international arm, Fidelity International. It operates as a regulated entity in Hong Kong, providing investment research and portfolio management services to Fidelity's global fund family, including the Fidelity China Consumer Fund and Fidelity Asia Pacific Opportunities Fund.
Is Fidelity Management & Research (Hong Kong) Limited a family office?
No. The firm is an asset management research and advisory unit, part of the broader Fidelity Investments group. Unlike a family office, it manages capital pooled from retail and institutional investors worldwide, not a single family's fortune. Its business is regulated as a licensed asset manager under Hong Kong's Securities and Futures Commission.
What regulatory licenses does the Hong Kong entity hold?
The firm is licensed by the Hong Kong Securities and Futures Commission to conduct Type 4 (advising on securities) and Type 9 (asset management) regulated activities. This licensing framework allows it to provide investment advice and manage portfolios for Fidelity's funds and institutional clients within Hong Kong.
What investment focus does the Hong Kong office have?
The office focuses on fundamental research and portfolio management across Asian equities and fixed income. It covers sectors such as technology, consumer, healthcare, and financials, with geographic coverage spanning China, Japan, India, and Southeast Asia, supporting Fidelity's global investment decisions.
Does the Hong Kong entity raise its own capital or manage private funds?
No, it does not raise external capital or manage standalone private funds. Its role is to provide research and advisory services to Fidelity's global fund family and institutional mandates. Capital allocation decisions are made at the overall fund level, not by this entity independently.
How is the Hong Kong team structured?
Specific team size is not publicly disclosed. The office houses investment professionals including portfolio managers, equity and credit analysts, and compliance staff. It is part of Fidelity's global research network that includes hubs in Boston, London, Tokyo, and Sydney.
What is the legal name of the entity, and are there other Fidelity entities in Hong Kong?
The legal name is Fidelity Management & Research (Hong Kong) Limited. Fidelity International also operates other entities in Hong Kong under different names, but this particular entity is the primary research and advisory arm licensed for asset management activities.
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