Services – Velbridge

Investment Services & Strategy

Asset Management

Wealth, Innovation, and Opportunity Without Borders

Velbridge delivers disciplined asset management and advisory solutions designed for professional investors operating across jurisdictions. Through compliant cross-border strategies, institutional research, and structured portfolio oversight, we connect capital to opportunities while maintaining clarity, governance, and long term value creation.

Investment Services & Strategy

Velbridge (CE No BPD344) holds Securities and Futures Commission of Hong Kong licences for Type 4 (advising on securities) and Type 9 (asset management) regulated activities.

Wealth Management

Velbridge provides investment advisory and discretionary asset management services exclusively to professional investors (as defined in Schedule 1 to the Securities and Futures Ordinance (Cap. 571)), including high net worth individuals, trusts, and institutional clients meeting the relevant portfolio/asset thresholds.

Portfolio Management

Services include advising on and managing investment portfolios that invest in securities, futures, funds, and other eligible collective investment schemes across global markets, in compliance with applicable regulations.

Fund Structuring

Velbridge offers a range of tailored strategies across major asset classes—including equities, fixed income, alternatives, and multi-asset solutions—customized to each client's stated investment objectives, risk tolerance, and time horizon.

Corporate Finance & M&A Advisory

These advisory and asset management services employ active and passive approaches, incorporating both systematic (quantitative) and fundamental (non-systematic) methodologies, always pursuant to formal client agreements and relevant offering documents.

Preserve and Grow Your Financial Legacy

Request an Appointment

Schedule a confidential consultation with our team to discuss your investment objectives, portfolio strategy, and regulatory considerations. We look forward to understanding your needs and exploring how Velbridge can support your long term capital strategy.

Phone

(852) 3848 5055

Location

Unit No. 1207A, Level 12, International Commerce Centre, 1 Austin Road West, Kowloon, Hong Kong

Email

info@velbridge.com.hk

Open Hour

Mon – Fri 09:00-18:00