About

The power of perspective to
build stronger portfolios

Inheritance Asset Management Limited holds Type 4 and Type 9 licenses issued by the Hong Kong Securities and Futures Commission (SFC), enabling the firm to advise on securities and provide asset management services.

The firm specializes in delivering tailored investment advisory and discretionary portfolio management solutions to high-net-worth individuals, family offices, and institutional clients. Inheritance also manages a diversified suite of private funds, covering multi-asset strategies, equity-focused, fixed income, and alternative investments, offering customized structures to meet clients’ evolving wealth objectives.

With a disciplined investment philosophy, global asset allocation capabilities, and a client-centric approach, Inheritance is dedicated to building long-term value and sustainable growth for its clients across market cycles. Our team combines international expertise with local insights to navigate complex markets with precision and integrity.

Type1

Dealing in securities;

Type2

Dealing in futures contracts;

Type3

Leveraged foreign exchange trading;

Type4

Advising on securities;

Type5

Advising on futures contracts;

Type6

Advising on corporate finance;

Type7

Providing automated trading services;

Type8

Securities margin financing;

Type9

Asset management;

Amended L.N. 28 of 2011

Type10

Providing credit rating services;

Added L.N. 28 of 2011. Amended 6 of 2014 s. 53

#Type11

Dealing in OTC derivative products or advising on OTC derivative products;

Added 6 of 2014 s. 53

@Type12

Providing client clearing services for OTC derivative transactions.

Added 6 of 2014 s. 53

Our investment team

We have a team of over 30 senior investment managers licensed by the SFC from top international financial institutions and large state-owned enterprises who are well versed in the operation of the financial market. We have extensive experience in the fields of bonds, hedge funds, private equity funds and stocks, and particularly specialising in investing in global bonds and corporate finance, with outstanding investment performance.


We drive long-term performance for global investors, with robust investment processes and a genuine focus on top-tier client service delivery. We are committed to innovation, thoroughly reviewing and evaluating portfolios, as well as sharing insights and opportunities across geographies and investment sectors.


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Ms. Scarlett Song

Project Director

  • Possesses in-depth understanding of financial markets with over 10 years of experience working with China Resources, SAIC, and Acetop. She specialises in global securities, treasury products, fixed income, precious metals, FX and real estate. She is a member of Hong Kong Securities and Investment Institute, and Hong Kong Securities Professional Association, with a Master’s Degree in Public Policy & Management, and Bachelor’s in Accounting and Finance.
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Mr. Lawrance Chan

Investment Director

  • He has worked in AMTD Asset Management Co., Ltd. and Kirin Financial Group. He is an experienced financial consultant with considerable success in advising high-net-worth individuals and corporate clients on investments. He has over 15 years' experience in providing financial services and assisting clients in making informed decisions.
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Mr. Keith Chan

Business Development Director

  • With over 20 years of experience in investment analysis and wealth management, he has worked for Royal Bank of Canada, ABN AMRO Bank, Standard Chartered Bank respectively, specialising in investment opportunities and legal compliance.
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Mr. Steve Chung

Business Development Director

  • With over 10 years of experience in the trust industry, he is an affiliate member of STEP (Society of Trust and Estate Practitioners) and has rich experience in trust and family asset management. Prior to this, he worked as a senior financial planning consultant at a large insurance company, providing comprehensive financial advisory services to corporate clients.
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Ms. Lo Yee Ki(Kiki)

Compliance Director

  • Worked in well-known enterprises such as Orient Securities International, COFCO Capital, Zhongtai Financial, CCB International, with more than 20-year experience of compliance and risk-controlling in various brokers and banks.

Opening New Exposures

Powered by a unique perspective and diverse expertise, we adapt to our clients’ evolving needs, providing them with innovative solutions and intelligent ways to invest

We pursue excellence in asset management and reimagine the power of investing. Our investment strategies encompass the global markets and a wide range of asset classes, and the rigorous risk management framework underpins each solution to enable our clients to achieve their diverse investment objectives.

  • Investment expertise

    Our clients face multiple portfolio-building challenges. We meet them with a singular focus to provide investment solutions designed to achieve their long-term goals in the way that’s optimal for them.

  • Digital tools

    Technology powers every aspect of what we do as we help our clients succeed. We combine the quantitative rigour of data science with the qualitative process and framework managed by our investment professionals, striving to convert ideas into reality to build stronger portfolios.

  • Clear, actionable insights

    We keep our finger on the pulse of every major market to help you see the present with clarity. We analyse economic trends, see correlations, and identify risks that others might miss, sharing our perspective continuously through applied intellectual capital.

  • Our culture

    We believe inclusive cultures foster better outcomes — for our teams, for our clients, and for our communities. We’ve challenged ourselves to become the most diverse and inclusive asset manager to help build a more equitable world.

  • Sustainable investing

    Creating long-term value for our clients is at the centre of everything we do. Because of its ever-increasing relevance to successful investing, sustainability is a top priority, firm-wide. Our research-led approach is continually evolving to consider everything material to a company’s ability to thrive for the long term – including financially material environmental, social, and governance factors. We are living up to our long heritage as active managers in sync with a changing world.

  • A diversified perspective builds stronger portfolios

    From our unique global vantage point, we’re able to advise on the right strategy at the right time, with solutions available to match specific investment styles and preferences. We’re committed to listening first to find investment solutions that can help investors achieve their long-term goals.

  • Copyright © 2024 Inheritance Asset Management Limited. All Rights Reserved