Value Partners Group

Hong Kong, China Founded: 1993 • Age: 33 yrs Acquired By Canada Life
Funds and assets are managed by a Hong Kong-based firm.

About Value Partners Group

Value Partners Group is a company based in Hong Kong (China) founded in 1993 was acquired by Canada Life in June 2023. It operates as a Professional Services. Value Partners Group offers products and services including Value Partners Japan REIT Fund, Value Partners USD Money Market Fund, Value Partners High-Dividend Stocks Fund, and Value Partners Asian Income Fund. Value Partners Group operates in a competitive market with competitors including Investec, FNZ, S&P Global, Bank of America and CICC, among others.

Operational Areas
Key Metrics

Products & Services of Value Partners Group

Value Partners Group offers a comprehensive portfolio of products and services, including Value Partners Japan REIT Fund, Value Partners USD Money Market Fund, Value Partners High-Dividend Stocks Fund, and Value Partners Asian Income Fund.

Value Partners Japan REIT Fund
Equity

Investment in Japan REITs with currency-hedged share classes.

Value Partners USD Money Market Fund
Money Market

Focus on cash potential through money market investments.

Value Partners High-Dividend Stocks Fund
Equity

Long-term investment in high-dividend stocks across markets.

Value Partners Asian Income Fund
Multi-asset

Investment targeting growth and income in Asian markets.

Apps and channels of Value Partners Group

its YouTube channel 惠理基金Value Partners has 2.1K subscribers and 30 videos.

惠理基金Value Partners
YouTube 2.1K subscribers 30 videos Howto & Style
Open channel

Videos from Value Partners Group

The most watched videos on Value Partners Group's YouTube channel, 惠理基金Value Partners (2.1K subscribers). Click a video to play it here.

【價值黃金 ETF | 3081】為何投資於價值黃金ETF?
47.2K views
惠理2023年市場展望 | Value Partners Market Outlook 2023
1.1K views
惠理投資透視多元資產 | 只係股票加債券咁簡單? | 為何現在選擇多元資產投資?
604 views
惠理短評 | 轉捩點已來臨!中港股市近日概況及後市展望
385 views

More on 惠理基金Value Partners.

Funding Insights of Value Partners Group

  • Total Rounds 1
  • Investors Count 1

All 1 funding rounds of Value Partners Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jun 2023–Unspecified–GF Holdings
–
Valuation history

2 investors in total: 2 institutional.

Investors in Value Partners Group

Value Partners Group has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include GF Securities (Hong Kong) and Canada Life.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
A financial services company based in Hong Kong is operated.
–gfgroup.com.hkHong Kong, Hong Kong
Canada Life is engaged in providing insurance and financial services.
–canadalife.comCanada
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Investor details for Value Partners Group

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of Value Partners Group

25 people are tracked at Value Partners Group (10 in leadership, 3 in board & advisors, 12 in team).

NameRoleGroup
Rachel Tong
Head of Real EstateLeadership
Seri Cheah Cheng Hye
Chairman & Chief Investment OfficerLeadership
Anna Ho
Head of Credit Research & StrategyLeadership
Kelly Chung
Chief Investment Officer, Multi-assetLeadership
Gordon Ip
Co-Chief Investment Officer, Fixed IncomeLeadership
Sean Chang
Co-Chief Investment Officer, Fixed IncomeLeadership
Yu Chen Jun
Investment DirectorLeadership
Renee Hung
Senior Investment DirectorLeadership
Michelle Yu
Investment DirectorLeadership
Norman Ho
Senior Investment DirectorLeadership
Wong Poh Weng
Independent Non-executive DirectorBoard & advisors
Nobuo Oyama
Independent Non-executive DirectorBoard & advisors
Shih-Ta Michael
Independent Non-executive DirectorBoard & advisors
Gilbert Wong
Senior AnalystTeam
Willie Wu
Fund ManagerTeam
Lillian Cao
Senior Fund ManagerTeam
Danielle Li (Xiaodan)
Senior Fund ManagerTeam
Kenneth Lee Wing Him
Senior Manager Quantitative SolutionTeam
Michael Lee
AnalystTeam
Chae-Eun Kim
Investment AnalystTeam

5 more people are available in the full profile.

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Complete people profiles for Value Partners Group

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Value Partners Group

3 dated milestones of Value Partners Group across 30 years, from founding to its latest funding, stage changes and deals.

  1. Founded Value Partners Group is founded.
  2. Funding First funding round.
  3. Exit Acquired by Canada Life.

Competitors of Value Partners Group

Value Partners Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, FNZ, S&P Global, Bank of America and CICC, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
investec.com1974London, United Kingdom–9,444
Global banking, investment, and wealth management services are offered worldwide.
fnz.com2003London, United Kingdom$1.9B954
Wealth management solutions are delivered for asset managers.
spglobal.com1917New York, United States$8M5,000
Platform offering business intelligence solutions that combine data and actionable analytics for clients
bankofamerica.com1904Charlotte, United States–208,000
Commercial banking and asset management services are offered worldwide.
cicc.com1995Beijing, China–6,914
Diversified asset management and corporate advisory services are provided.
fisglobal.com1968Jacksonville, United States–22,604
Software suites for banks and financial institutions are provided.
statestreet.com1792Boston, United States–46,000
Financial services are provided to asset managers worldwide.
goldmansachs.com1869New York, United States–333
Investment banking services are delivered across multiple financial sectors.
esr.com2006Hong Kong, China$606M–
Logistics properties are developed and operated across Asia.
htsc.com.cn1991Nanjing, China–8,135
Financial services provider
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Detailed competitors of Value Partners Group

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Value Partners Group

The website of Value Partners Group (valuepartners-group.com) receives about 30K visits a month.

  • Monthly visits
    30K

    ▲ 40.1% vs previous month

Similar websites

Websites whose visitors overlap most with Value Partners Group. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
miotech.com
100%
4.6K#4,262,959View details
mingtakfn.com
mingtakfn.com
100%
–#2,977,176–
morningstar.hk
morningstar.hk
84%
–#7,094,624–
oriza.com
83%
–#2,505,616View details
annualreports.com
annualreports.com
81%
–#135,230–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
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All 7 similar websites and full traffic analytics for Value Partners Group

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 7 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Latest news on Value Partners Group

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Complete news archive for Value Partners Group

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Similar companies to Value Partners Group

10 companies that operate in the same segment as Value Partners Group (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
Online platform for stock trading, mutual funds, and investment tools.
1994Mumbai, Maharashtra, India–––
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Frequently Asked Questions about Value Partners Group

Value Partners Group was founded in 1993 and raised its 1st funding round 30 years after it was founded.

Value Partners Group is headquartered in Hong Kong, China.

Value Partners Group is established as one of Asias prominent asset management firms, managing assets worth approximately US5.3 billion. Investment strategies are developed across Equities, Fixed Income, Alternatives, Multi-asset, and Quantitative Investment Solutions. Services are provided to institutional and individual clients in Asia Pacific, Europe, and North America. The firm is noted for being the first asset management company listed on the Hong Kong Stock Exchange.

Value Partners Group's top competitors include Investec, Goldman Sachs and S&P Global.

Value Partners Group offers Value Partners Japan REIT Fund, Value Partners USD Money Market Fund, Value Partners High-Dividend Stocks Fund, and Value Partners Asian Income Fund.

Value Partners Group has 2 investors. Key investors include GF Securities (Hong Kong), and Canada Life.

Value Partners Group operates through Value Partners Group Limited.

Yes. Value Partners Group was acquired by Canada Life in June 2023.

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