Convoy and Wilshire Associates Partner to Enhance Convoy’s Investment Solutions

(8th May 2019—Hong Kong) Convoy Global Holdings Limited (“Convoy”, HKSE: 1019), one of Hong Kong’s largest financial advisory and services firms, today announced Convoy Asset Management Limited, its wholly owned subsidiary, is partnering with Wilshire Associates (“Wilshire”), a leading global, independent investment consulting, investment management, and services firm. The relationship enables Convoy to leverage Wilshire’s decades of institutional consulting excellence in the areas of asset allocation, manager research, and risk management to ultimately provide its clients with access to world-class asset management services to meet the increasingly complex needs of its growing client base.


Convoy provides a platform of all-round money management services and is committed to help customers grow their money through a full range of financial products including insurance, MPF, funds, securities, money transfer and mortgages to individual clients. Convoy will work with Wilshire to enhance its fund due diligence process, risk classification methodology and the current suite of proprietary model portfolios. As one of the first broker-dealers in Hong Kong to leverage an institutional approach to its investing process, Convoy’s collaboration with Wilshire represents an important next step in the evolution of the firm’s investment solutions.


“Convoy strives to develop innovative solutions for our diverse clients, and we have recognized the need to provide an even higher level of service as our clients navigate today’s complex market environment,” said Wing-Fai Ng, Group President at Convoy. “Wilshire is a proven industry leader and its powerful institutional capabilities will undoubtedly improve our clients’ ability to meet their future financial goals. We are excited to upgrade our fund platform to the benefit of retail investors and to offer professionally managed, customized and competitively priced portfolio solutions to better serve the underserved mass affluent client segment.”


With more than US$1 trillion in assets under advisement, Wilshire has advised several of the largest institutional investors in the United States for over 30 years. “We are thrilled to partner with Convoy in the enhancement of its fund due diligence process, risk classification methodology and model portfolio offering,” said Jason Schwarz, President of Wilshire Funds Management and Wilshire Analytics. “We deliver our clients access to the same investment discipline and methodologies used by sophisticated, institutional investors, and we look forward to working together with Convoy to bring this knowledge to their own client base.” 

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