ALPS Capital
Also known as ALPS Capital Management Limited, ALPS Advisory (HK) Limited
Independent Hong Kong multi-family office, SFC-licensed, offering discretionary open-architecture investment management, family governance and consolidated reporting.
USEFUL FOR Fund managers raising capital
Identity
- HEADQUARTERS
- Hong Kong, Hong Kong
- FOUNDED
- 2003
Investment approach
- ROUTES
- Funds (as LP)
Overview
ALPS Capital Management Limited (formerly ALPS Advisory (HK) Limited) is an independent multi-family office in Central, Hong Kong, established in 2003 after a management buy-out from Julius Baer in December 2002. It serves private investors, families and family foundations with discretionary investment management on an open-architecture platform, manager selection, consolidated reporting, family governance, administration and succession planning. It is licensed by the SFC for Type 1, 4 and 9 regulated activities and also manages the ALPS Fund.
Investment thesis
Client-driven process: define needs, risk profile and cash-flow objectives, set asset allocation, select managers and securities, then monitor risk and report monthly at the total-portfolio level, unaffiliated with any bank.
People
- Vincent AuManaging Director, Head of Investments · source
- Scott YongAssociate Director, Investment Team · source
- Audrey LoFounder and Chairman · source
- Jonathan LoCEO · source
- Amy IpManaging Director, Client Servicing and Operations · source
- Caspar WelbergenDirector, Chief of Staff · source
- Eva LeeDirector, Client Servicing and Reporting · source
Frequently asked questions
ALPS Capital is a multi family office based in Hong Kong, Hong Kong, founded in 2003.
ALPS Capital invests in third-party funds as an LP.
Key people at ALPS Capital include Audrey Lo (Founder and Chairman), Jonathan Lo (CEO), Vincent Au (Managing Director, Head of Investments) and Amy Ip (Managing Director, Client Servicing and Operations).