IAM Legacy
Hong Kong management-owned investment and advisory group providing family office services, investment advisory and discretionary multi-manager portfolio management.
USEFUL FOR Fund managers raising capital
Identity
- HEADQUARTERS
- Wan Chai, Hong Kong
- OFFICES
- Central, Hong Kong
- FOUNDED
- 1998
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- ROUTES
- Funds (as LP)
Overview
IAM Legacy Limited is a private, management-owned and management-led investment and advisory group in Wan Chai, Hong Kong, offering family office services to clients. It provides investment advisory, discretionary management and alternative investment solutions, running discretionary portfolios on a multi-manager, multi-asset basis. The site states that IAM Legacy Limited is regulated by the Securities and Futures Commission and that IAM Corporate Services Limited is a licensed trust or company service provider; the group also runs the IAM Charitable Foundation.
Investment thesis
Discretionary portfolios follow a "best multi-manager, multi-asset" strategy, with decisions based on industry recommendations validated by in-house quantitative models.
People
Frequently asked questions
IAM Legacy is a multi family office based in Wan Chai, Hong Kong, founded in 1998.
IAM Legacy invests in third-party funds as an LP.
Key people at IAM Legacy include Aubrey K.S. Li (Founder and Chairman), Norman Li (Team member), Franco Cheng (Team member) and Moses Yeung (Team member).
Yes. IAM Legacy manages capital from outside investors.