CMB Wing Lung Asset Management Limited

CMB Wing Lung Asset Management Limited (“Company”) is a wholly-owned subsidiary of CMB Wing Lung Bank Limited. The company has the Type 4 (advising on securities) and Type 9 (asset management) regulated activity licenses by Securities and Futures Commission (SFC).

Based in Hong Kong, the company is committed to providing a diverse range of asset management products, customized discretionary portfolio management solutions, and professional investment advisory services to clients in both domestic and overseas markets.

Our Core Businesses

Public Funds

Public funds refer to collective investment schemes that are authorized by regulators and open to subscription by the general public. These products are characterized by standardized regulatory oversight, relatively high transparency, and daily liquidity. Depending on the fund’s investment strategy, public funds can span a wide spectrum of risk and return profiles, and are commonly used by retail and institutional investors as part of diversified portfolio allocation.

The company has established a comprehensive public fund platform, covering money market funds and bond funds, and supports investment needs in multiple currencies, including RMB, HKD, and USD. All products are issued in strict accordance with the relevant regulations of the Hong Kong Securities and Futures Commission (SFC), and are managed through a combination of professional investment research and operational expertise.

To see more details, please visit: https://wlam.cmbwinglungbank.com/home-page/public-fund

Private Funds

Private funds are non-publicly offered investment vehicles targeting at professional investors. These products offer flexible design and are suitable for investors who possess the ability to identify and undertake specific investment risks. Private funds generally have higher entry thresholds and can be tailored in terms of portfolio structure and investment horizon based on client needs.

The company currently manages a variety of private fund products, all operated under prudent management principles and supported by dedicated teams responsible for research and execution.

Discretionary Portfolio Management

Discretionary portfolio management services are offered to professional investors, under which clients authorize the asset manager to design and implement asset allocation strategies based on their risk tolerance, financial objectives, and liquidity preferences. The investment scope may include fixed income, equities, fund portfolios, and cross-border assets. This service is ideal for clients seeking long-term, stable returns with professional oversight.

The company closely monitors market dynamics, regulatory developments, and evolving client needs. It continuously refines investment strategies and management processes to enhance service professionalism and flexibility, aiming to achieve stable growth and capital preservation within a well-controlled risk framework.

Investment Advisory Services

Investment advisory services are provided to professional investors and include recommendations on asset allocation, portfolio analysis, and interpretation of market trends. Through ongoing strategy reviews and risk assessments, the company supports clients in formulating clear and pragmatic investment decisions.

Contact

Email：wlamcomp@cmbwinglungam.com

Hotline：2952 8718

Address：12/F, CMB Wing Lung Bank Building, 45 Des Voeux Road, Central, Hong Kong