Audrey Wang Lo

ALPS Advisory (HK) Ltd. is an independent wealth advisory firm based in Hong Kong, Hong Kong. ALPS leverages its experience and extensive relationships in the banking and investment sectors to meet the long-term customized needs of private investors, families, and family foundations. The Chinese company offers objective and independent advice, an open architecture platform, a transparent fee structure, a comprehensive view of investments with consolidated bank statements, an experienced advisory team, and high touch, customized service from dedicated client advisers. ALPS provides investment management options such as discretionary portfolio management and advisory investment services. The private company's investment process includes a client-driven approach, identification of client needs, risk profile, return and cash flow objectives, asset allocation decision, manager selection, implementation of the investment plan, and monitoring performance and risk on manager and total portfolio levels. ALPS also offers solutions such as the ALPS Segregated Portfolio, the ALPS Private Markets Portfolio, and the ALPS Venture Capital Portfolio. The company was founded by Audrey Wang Lo and has been in operation since 2003.