Hong Kong’s Most Direct Investment Advisor

GFM manages investment accounts for individual retirement savings and group pension plans, including Hong Kong ORSO plans.  GFM managed accounts are more direct, transparent, and flexible than most mutual funds, hedge funds and insurance-linked savings plans available in Hong Kong today.

Read more in our FAQ on how to open an account or contact us with questions.

GFM’s advantages and differences include:

  1. How we charge: We are fee-only and accept no commissions.  Full transparency is a top priority.
  2. No product pushing: We act in your best interest, rather than the interests of any product provider.
  3. Liquidity and Flexibility: No lock-ins or withdrawals penalties on GFM accounts.
  4. Global diversification: GFM fund managers have worked in New York, Toronto, London, and Hong Kong, and apply best investment practices across these markets.
  5. Expat retirement accounts: GFM is one of the few Hong Kong IRA and 401(k) rollover specialists happy to serve US clients, and also has experience transferring UK pensions to SIPP plans.

GFM Group Limited is a Hong Kong based Type 9 licensed asset management firm (CE Ref BGT035) founded by former Bear Stearns managing directors Tariq Dennison CFPCM and Anand Batepati in 2014.

IRA and non-HK accounts are contracted by our affiliated U.S. legal entity GFM Asset Management LLC (US SEC Registered Investment Advisor #283810).