How does the advisor help clients – Key Takeaways:
COHEN & STEERS ASIA LIMITED provides expert financial advice and services to its clients. With its experienced team and extensive knowledge in the financial industry, the firm offers a range of solutions to help clients achieve their financial goals.
- The firm has a strong understanding of the Asian market and provides customized investment strategies to clients.
- Clients can benefit from the firm’s expertise in different types of investments, including equities, fixed income securities, and real estate securities.
- COHEN & STEERS ASIA LIMITED offers personalized financial planning and wealth management services to cater to the unique needs and goals of each client.
Facts and Insights
COHEN & STEERS ASIA LIMITED is a well-established financial advisory firm with a solid reputation in the industry. Here are some key facts and insights about the firm:
- Founded in 2001, the firm has over 20 years of experience in providing financial services to clients in Asia.
- The firm’s team consists of over 50 advisors who are highly qualified and have a deep understanding of the financial markets.
- COHEN & STEERS ASIA LIMITED is a subsidiary of Cohen & Steers, Inc., a global investment management firm with over $87 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $1.8 billion | 50+ |
| 2021 | $2.5 billion | 50+ |
Financial Services Offered
COHEN & STEERS ASIA LIMITED offers a wide range of financial services to individuals and institutions. Some of the services provided by the firm include:
- Investment management
- Portfolio management
- Wealth management
- Retirement planning
- Estate planning
- Financial planning
- Insurance services
Client Types
COHEN & STEERS ASIA LIMITED caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Clients seeking customized investment solutions
- Institutions, such as pension funds, endowments, and foundations
Fees & Compensation
The fees and compensation structure at COHEN & STEERS ASIA LIMITED is transparent and clearly communicated to clients. The firm follows a fee-only model, which means that their compensation is solely based on the services they provide to clients. This ensures that their advice is unbiased and in the best interest of the clients’ financial goals.
Background
COHEN & STEERS ASIA LIMITED was founded in 2001 with the goal of providing expert financial advice and services to clients in Asia. The firm has since grown to become a trusted and reputable advisor in the region, with a team of highly qualified and experienced advisors.
Financial Advisor Disclosures to Know
As a financial advisor, COHEN & STEERS ASIA LIMITED is committed to transparency and adheres to all necessary regulations and disclosures. Some important disclosures to know include:
- The firm is registered with the Securities and Futures Commission (SFC) in Hong Kong.
- The firm has a fiduciary duty to act in the best interest of its clients.
- The advisors at COHEN & STEERS ASIA LIMITED may receive compensation from third-party service providers for products or services recommended to clients.