Company Established in 1997.
The company for sale with an asset management license is a clean, ready-made turn-key operation that includes a portfolio of quality long-term clients that generate a stable recurring revenue.
The primary activities of the company for sale are:
- discretionary portfolio management (SFC Type 9 license);
- advising on securities (SFC Type 4 license) for mass affluent private clients.
In addition, the company benefits from an Insurance Authority (IA) license and registration as an MPF Intermediary (Mandatory Provident Funds).
The owner/RO and admin support staff is willing to stay on to ensure an orderly transition, and is also open-minded to exploring the possibility of a longer-term role if needed.
This opportunity is an ideal shortcut stepping stone for a larger financial services company to establish in Hong Kong, and expand throughout Asia, or for an existing licensed business to simply add clients/funds under management to their current portfolio.
The reason of sale is eventual retirement of the owner.
The price of the company for sale with an asset management license in Hong Kong: USD 3’650’000
Price&details: [email protected],
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