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The Sumitomo Trust Finance (Hk) Limited (Hong Kong)


The Sumitomo Trust Finance (Hk) Limited is a large advisory firm based in Hong Kong. It manages $259.01 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2005.

The Sumitomo Trust Finance (Hk) Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for unit trust. 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 Sumitomo Trust Finance (Hk) Limited: assets under management

The assets under management (AUM) of The Sumitomo Trust Finance (Hk) Limited is $259.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 398% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $259.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Sumitomo Trust Finance (Hk) Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hong Kong

The principal office where The Sumitomo Trust Finance (Hk) Limited performs its advisory services is located at Suites 3401 4, One Exchange Square, 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 852-2801-8800 or by fax 852-2840-0496. The normal business hours are 09:00 to 17:00 hk time on Monday - Friday.


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