Cross-border asset management and structuring under Hong Kong regulatory discipline. 立足香港监管框架的跨境资产管理与架构搭建平台。

Houde Changhe Asset Management Limited is a Hong Kong-based investment manager licensed by the Securities and Futures Commission for Type 4 (Advising on Securities) and Type 9 (Asset Management), serving professional investors, institutions and family offices. 厚德长河资产管理有限公司为香港证监会认可的持牌法团,持有第 4 类(就证券提供意见) 及第 9 类(资产管理)牌照(中央编号:BWA814),专注为专业投资者、机构客户及家族办公室提供 跨境资产管理及投资顾问服务。

Professional investor enquiry 专业投资者预约洽谈

For professional investors only. This website does not constitute an offer, solicitation or recommendation. 本网站内容仅供专业投资者参考,并不构成对任何人士之邀约、招揽或建议。

Our firm 公司简介

We position ourselves as a bridge between China and international capital markets, combining investment management, cross-border structuring and family office support under a dual regulatory framework. 厚德长河资产管理有限公司立足香港,面向全球市场, 致力于连接中国与海外资本市场,整合资产管理、跨境架构搭建及家族办公室服务, 在证监会牌照与公司注册处 TCSP 监管的双重框架下稳健运营。

Regulated asset manager 持牌资产管理机构

Licensed for Type 4 and Type 9 activities in Hong Kong, with internal controls aligned to SFC requirements on governance, risk management and client asset protection. 持有香港证监会第 4 类及第 9 类受规管活动牌照, 建立完善的公司管治、风险管理及客户资产保障制度,符合监管要求。

Cross-border mandate 跨境投资定位

Focus on outbound and inbound capital flows, including global public markets, fixed income, alternative strategies and overseas fund platforms such as OFC and Cayman structures. 专注境内外双向资本流动,覆盖全球股票、债券、 衍生品及多资产策略,并协助搭建及运作香港 OFC、LPF 及开曼基金等境外平台。

Integrated structuring 整合架构服务

Through our associated TCSP entity, we support corporate and trust structures, enabling alignment between portfolio construction, holding vehicles and long-term wealth planning. 通过关联公司持有香港信托或公司服务提供者(TCSP)牌照, 提供公司/信托设立、秘书及受托服务,实现投资组合与资产持有架构及传承安排的协同。

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Investment capabilities 资产管理业务概况

Disciplined, discretionary investment management with a focus on risk-controlled yield, cross-cycle positioning and institutional execution standards. 通过严格的投研与风控体系,提供全权委托及多策略资产管理服务, 重点关注收益与风险的平衡、跨周期配置及机构化执行标准。

Discretionary portfolio management 全权委托投资管理

Bespoke mandates across global equities, fixed income and multi-asset portfolios, tailored to risk appetite, liquidity profile and mandate constraints of professional investors. 为专业投资者提供定制化全权委托账户,涵盖全球股票、债券及多资产组合, 根据风险偏好及流动性需求设计投资方案。

Fixed income & credit 美元固收与信用策略

USD-denominated investment-grade and high-yield strategies with active duration, curve and credit positioning to capture rate and spread opportunities. 通过投资级及高收益债券等工具,结合久期、曲线及信用风险管理, 把握利率与利差周期性机会,力争稳健收益。

Structured & derivative solutions 结构化及衍生品策略

Yield-enhancement, capital-preservation and hedging structures, including equity-linked, credit-linked and rate-linked products, implemented via regulated counterparties. 通过股票挂钩、信用挂钩及利率相关结构性产品,设计增强收益、 控制回撤及对冲风险的解决方案,并由合规金融机构执行。

Multi-strategy & FOF 多策略及基金中的基金

Manager selection and portfolio construction across hedge funds and alternative strategies, leveraging long-standing relationships with global managers. 通过严谨的管理人筛选与组合构建,投资全球多策略对冲基金及另类资产, 依托团队与顶尖基金的长期合作经验进行配置。

Private market access 境外私募股权与专项基金

Select exposure to overseas private equity and thematic strategies, including technology and AI-related opportunities, subject to investor eligibility and regulation. 精选境外科技及其他主题私募股权项目及专项基金(如 AI 产业链等), 在合规框架及投资者适当性范围内提供配置机会。

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Family office & structuring solutions 家族办公室及架构解决方案

For families and principals requiring cross-border asset holding and succession planning, we coordinate between investment management, trust structures and corporate administration. 面向高净值家族及企业实控人,就跨境资产持有安排与财富传承需求, 协调资产管理、信托架构及公司秘书等服务,为家族办公室提供整体解决方案。

Trust & company structures 信托与公司架构

Design and administration of holding and trust structures through an associated TCSP licence holder, including family trusts, private trust companies and investment holding vehicles. 通过关联 TCSP 牌照公司,协助设立及管理家族信托、私人信托公司(PTC) 及境外投资持股平台,配合资产管理方案实施。

Family office setup 家族办公室搭建

Support for establishing governance, investment policies and operating frameworks for family offices, aligned with regulatory expectations and cross-border constraints. 协助家族办公室搭建投资决策与管理架构,制定投资政策书与操作流程, 在监管与税务约束下实现稳健运作。

Governance & continuity 治理与延续性

Emphasis on durable structures, documented decision-making and clear separation of fiduciary, investment and operational roles across the value chain. 注重长期稳定的制度安排,明确受托人、投资顾问及运营方的角色与职责, 确保治理结构具备可延续性与可审计性。

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Regulatory status & governance 监管地位与公司治理

Our operating model is built around regulatory compliance, client asset safety and transparent governance. 我们的运营模式以合规为核心,围绕客户资产安全与透明治理进行制度建设。

Licensing 牌照信息

  • Licensed by the Securities and Futures Commission of Hong Kong. 受香港证券及期货事务监察委员会(证监会)监管。
  • Regulated Activities: 受规管活动类别:
    • Type 4 — Advising on Securities / 第 4 类 — 就证券提供意见
    • Type 9 — Asset Management / 第 9 类 — 资产管理
  • Central Entity (CE) Number: BWA814. 中央编号:BWA814。

Client asset protection 客户资产保障

  • Client money and securities are held with independent financial institutions. 客户资金及证券由独立金融机构托管。
  • Segregation of client assets from firm capital in line with SFC rules. 严格按照证监会相关规则,实现客户资产与公司自有资产分离。
  • Documented procedures for onboarding, suitability and ongoing monitoring. 建立完善的客户尽职调查、适当性评估及后续监控流程。

Risk management 风险管理

  • Formal risk oversight covering market, credit, liquidity and operational risks. 设立覆盖市场、信用、流动性及操作风险的风险管理框架。
  • Pre- and post-trade controls and exposure monitoring. 进行交易前后合规审查及风险敞口监控。
  • Counterparty selection and periodic review processes. 对交易对手实行准入标准及定期评估机制。

Conflicts & complaints 利益冲突与投诉处理

  • Conflicts management framework with clear identification and escalation. 制定利益冲突管理政策,明确识别、申报及升级流程。
  • Complaints handling procedures with defined timelines. 设立客户投诉处理机制并规定回应时限。
  • Written policies available to clients upon request. 相关书面政策可按客户要求提供参考。

Contact 联络我们

This channel is reserved for professional investors, institutional counterparties and family office principals. 此联络渠道仅供专业投资者、机构客户及家族办公室主要负责人使用。

Enquiry form 咨询表单

By submitting this form you confirm you are a professional or institutional investor and consent to being contacted for this purpose. 提交本表单即表示您确认自己为专业或机构投资者,并同意我们就相关事宜与您联络。

Office details 办公信息

Houde Changhe Asset Management Limited
厚德长河资产管理有限公司
Suite 2005–6, The Gateway Tower 6
9 Canton Road, Tsim Sha Tsui
Kowloon, Hong Kong

Tel: +852 2338 5858
Fax: +852 2338 5528

General enquiries: info@houdech.com

Please do not send trading instructions, complaints or confidential personal information via this form. Existing clients should use the agreed communication channels. 请勿通过本表单发送交易指令、投诉或高度敏感的个人信息; 现有客户应通过既定沟通渠道与我们联系。