Schroders in Hong Kong
A long and trusted heritage
With a history dating back to the mid-nineteenth century, Schroders continues to be one of the 100 largest companies on the London Stock Exchange where we have been listed since 1959.
The cornerstone of our success is our ability to create value in line with evolving client and shareholder needs by identifying the opportunities most suited to our style of working during times of market change.
2000
2024 | Establishes the Schroders Capital Infrastructure Asia Team, the majority of whom are based in Hong Kong. The team is responsible for scaling up the firm’s renewable infrastructure investment capabilities and assets in Mainland China, which is among the leading renewable energy markets globally, among other markets. |
2021 | Schroders launches the Schroder Global Multi-Asset Thematic Fund in Hong Kong. Celebrates 50th Anniversary in Hong Kong. |
2020 | Schroders completes the acquisition of a majority stake in direct real estate asset manager Pamfleet. |
2018 | Schroders in Mainland China launched its first domestic private fund, which invests primarily in China’s A-share market by leveraging its on-the-ground research capabilities. |
2017 | Schroders launches the Schroders Advanced Beta series that is specifically tailored for the Default Investment Strategy (“DIS”) under the Mandatory Provident Fund (“MPF”) regime, the first-of-its-kind for the MPF market in Hong Kong by investment approach. Completes acquisition of Adveq, a leading asset manager investing in private equity globally. |
2016 | Schroders enters a strategic relationship with Sun Life Hong Kong for its Mandatory Provident Fund (MPF) business. |
2011 | Schroders launches its flagship Schroder Asian Asset Income Fund, a multi-asset product that aims to generate stable long-term income for investors by focusing on assets that provide sustainable yields. The fund reinforced Schroders’ position as a pioneer in multi-asset income investment. |
2008 | Standardises Schroders’ Chinese name to “Shi Luo De” (施羅德投資). |
2007 | Launches the Schroder Alternative Solutions Commodity Fund in Hong Kong, the first commodity futures and options funds on the market. |
2001 | Launches Schroder Guaranteed Return Fund in Hong Kong, the first of its kind on the market. |
2000 | With the introduction of the compulsory retirement plan, Mandatory Provident Fund (MPF), in Hong Kong, Schroders launches the Schroder MPF Master Trust, which offers scheme members a wide choice of up to 10 MPF portfolios (constituent funds) to suit each individual member's risk profile. Schroders is the plan sponsor and investment manager, and is responsible for client servicing and investor education for members. The administration and trustee function are managed by HSBC Provident Fund Trustee (Hong Kong) Limited and BestServe Financial Limited, who are responsible for the administration and members' record keeping. |
1900
1996 | Launches Schroder Provident Plan (SPP), a pooled retirement product that meets regulatory requirements under the Occupational Retirement Schemes Ordinance (ORSO) in Hong Kong. |
1995 | Schroders was incorporated to conduct investment management services in Hong Kong. |
1976 | Wins first pension fund mandate in Hong Kong. |
1974 | Schroders begins providing retirement and surplus fund services in Hong Kong. Began to advise on investments across all major asset classes in developed and emerging countries; hedge funds, equities and bonds, money markets, private equities, and property. |
1972 | Asset management business commences in Hong Kong. |
1971 | Schroder Investment Management (Hong Kong) Limited was established. Schroders Hong Kong originally conducted investment banking activities. |