Hong Kong’s Most Direct Investment Advisor

GFM manages investment accounts for individual retirement savings and group pension plans directly into the world’s best stocks and bonds.  GFM managed accounts are more direct, transparent, and flexible than most mutual funds, hedge funds and 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, fully transparent, and accept no commissions.
  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 choose the best investments across these markets.
  5. Expat retirement accounts: GFM is one of the few Hong Kong IRA and 401(k) rollover specialists, helping expats save US taxes while maintaining progress towards retirement savings goals.

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).