Avolis — asset and wealth management for institutions, family offices and private clients.
Hong Kong
Dubai
Mauritius
Discretionary mandates
Established [year]
Independent thinking
Patient capital
Avolis is an asset and wealth management group operating from Hong Kong, Dubai and Mauritius. We manage discretionary portfolios and segregated mandates for institutions, family offices and private clients.
About AvolisOne group, three licences
Who we are
Privately owned and owner-managed. No parent undertaking and no external shareholder holding a controlling interest. Directors and beneficial owners are disclosed on request.
What we do
Discretionary portfolio management, segregated institutional mandates and related advisory services, carried on under the licences held by each entity in its own jurisdiction.
Where we operate
Three offices: Hong Kong, Dubai and Mauritius. Client assets are held at third-party custodians, never by Avolis. Registered office and licence references are set out below.
Regulated activities
Carried on under the licences held by each Avolis entity. Availability depends on jurisdiction and on client classification.
Investment Management
Discretionary management of client portfolios under a written mandate. Investment decisions are taken by Avolis within limits agreed with the client and recorded in the mandate.
- Assets held at third-party custodians
- Mandate limits agreed in writing
- Valuations and reporting issued quarterly
Wealth Management
Portfolio management combined with planning for private clients and families, including assets held through trusts and corporate structures.
- Consolidated reporting across entities
- Suitability assessed and recorded
- Reviewed at least annually
Institutional Mandates
Segregated mandates for foundations, endowments, pension schemes and corporate treasuries, managed to an investment policy statement agreed with the client.
- Segregated accounts at the client's custodian
- Managed to a written policy statement
- Reporting prepared for trustee review
Financial Planning
Cash-flow and liability analysis supporting the investment mandate. Provided as an advisory service, separately from discretionary management.
- Advice given in writing
- Assumptions stated and documented
- Fees disclosed before engagement
Trust and Tax Services
Succession and structuring support, delivered with licensed trustees and tax advisers. Avolis does not provide legal or tax advice.
- Delivered with licensed third parties
- Scope set out in the engagement letter
- No legal or tax advice provided
Asset classes
Public equities
- Developed markets
- Small and mid cap
- Founder-led businesses
- Special situations
* Availability varies by mandate, jurisdiction and client classification.