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Wealth Harbour Investment
Wealth Harbour Investment & Management Co., Ltd. ("Wealth Harbour") is a Hong Kong based independent asset management firm that is co-founded by a group of...
Wealth Harbour Investment
Wealth Harbour Investment & Management Co., Ltd. ("Wealth Harbour") is a Hong Kong based independent asset management firm that is co-founded by a group of experienced entrepreneurs, fund managers, business consultants and senior executives. Our founding members come from diversified professional fields and industry backgrounds, including financial and investment management, business management and consulting, operations and brand management, information technology and fin-tech. Our brand "Wealth Harbour" symbolizes safe harbour to protect the wealth of our investors. While protecting the wealth of our investors, we are also happy to play the role of navigator, exploring asset value growth opportunities on the investment channel that is suitable for our investors' risk appetite.
General information
Firm type
Private Equity
Year founded
2021
Location
Region
Asia
Country
Hong Kong
City
Hong Kong
Corporate office
509-10, South Tower, World Finance Centre, Harbour City, Canton Road, Tsim Sha Tsui, Hong Kong
Principals
Group of experienced entrepreneurs, fund managers, business consultants and senior executives
Management Team
Frequently asked questions
What regulatory licenses does Wealth Harbour Investment hold?
Wealth Harbour holds Type 4 (advising on securities) and Type 9 (asset management) licenses from Hong Kong's Securities and Futures Commission. The firm states that licensed representatives and compliance experts provide ongoing supervision. These licenses permit the firm to manage funds and provide investment advice to professional investors in Hong Kong.
Who qualifies as a client of Wealth Harbour?
Wealth Harbour's services are available only to professional investors as defined under Hong Kong's Securities and Futures Ordinance. Individual professional investors must hold a portfolio of at least HKD 8 million, including securities, deposits and cash equivalents. The firm explicitly markets to this threshold on its website.
What investment services does Wealth Harbour offer?
The firm operates four service lines: external asset management (EAM), investment advisory accounts, private equity funds, and fund formation. Its private equity activity includes an SPC fund structure that allows segregated portfolio strategies. The management team's earlier experience includes running SFC-authorized public funds and private funds across Greater China.
How is Wealth Harbour Investment management team structured?
Wealth Harbour describes its management team as a group of experienced entrepreneurs, fund managers, business consultants and senior executives, with over 30 years of collective asset management experience. Individual principals are not named on the firm's public website. The team has previously managed multiple SFC-authorized and private funds spanning conservative to high-growth strategies.
Where does Wealth Harbour safeguard client assets?
Wealth Harbour states that fund assets are custodied with major banks and brokerage firms. The firm collaborates with professional accountants, lawyers and fund administrators to establish and operate each fund. This third-party custody and administration structure is intended to provide investor asset protection.
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