ram-logo

About Us

US$3B+

Assets Under Management

100+

Finance Professionals

5

Offices

RAM Investment Advisors Limited (“RAMIA”) was incorporated in Hong Kong in May 2014 as a private company limited by shares. It is regulated by the Securities and Futures Commission of Hong Kong (“SFC”) and holds licenses to carry out Type 1 (Dealing in Securities), Type 4 (Advising on Securities), and Type 9 (Asset Management) regulated activities for professional investors only (CE BGL803). The senior management of RAMIA has more than 20 years of experience in financial markets.

RAMIA is a subsidiary of the Real Asset Management Group (RAM). RAM is head quartered in Sydney Australia and is an alternative asset manager for institutions and wealthy families globally. RAM has a team of over 100 finance professionals managing in excess of US$3 billion in assets.

ram-logo-about-ram

Why Invest with Us?

Prominent Hong Kong Presence

SFC licenced asset manager with 10+ years track record and expertise in providing a range of investment solutions to professional investors.

Experienced Team

Among our senior management are former executives from top tier international banks with decades of global investment management experience.

Strong Track Record

Award winning investment management team, with portfolio managers benefiting from an average of over 20 years of investment experience. Strong track record with attractive risk-adjusted returns in a range of market conditions.

Transparency

We ensure our clients are well informed and investment goals remain aligned, through regular tailored portfolio reviews, in addition to regular and informative reporting.

Investment Philosophy

Our proven Investment Philosophy is focused on ensuring we deliver consistent, robust and repeatable investment outcomes for our clients. We limit downside risks through our bias to quality and diversified portfolio construction. Our strong focus on risk management, and long term approach to portfolio construction, draws upon decades of global investment management experience within the RAM team.

Industry Recognition

Australian Fixed Interest Finalist 2023 IMAP Managed Account Awards

Australian Fixed Interest Winner 2021 IMAP Managed Account Awards

Australian Fixed Interest Winner 2020 IMAP Managed Account Awards

Australian Fixed Interest Winner 2019 IMAP Managed Account Awards

Other Asset Classes Winner

HKIFA Member

AIMA Member

Caring Company 2022-2023

Our Strategies

Global Multi Asset Class Portfolios

Multi-asset class portfolios managed by a team of experts to deliver risk managed high quality portfolios and achieve the investment objective.

Learn More

USD Diversified Fixed Income Strategy

Directly held portfolio of securities issued by major global financial institutions to deliver regular income in USD.

Learn More

RAMIA Management Team

team-member-photo
Scott Wehl Founder, Executive Chairman
team-member-photo
Scott Wehl Founder, Executive Chairman

Scott has over 26 years of experience in Global Wealth Management and Corporate Banking working for top tier global banks in Australia, London, and Hong Kong.

Prior to founding Real Asset Management, Scott was a Managing Director and Head of Banking Products International for UBS Wealth Management (“UBS WM”), leading a team of finance professionals in 17 countries. Over a 13 year career with UBS WM, Scott held various roles including the Head of Banking Products in the United Kingdom, and Head of Banking Products Asia Pacific. Prior to joining UBS WM, Scott began his finance career in corporate banking with National Australia Bank in Brisbane Australia.

Scott holds a Bachelor of Commerce from Griffith University Australia, and an Executive MBA jointly from Kellogg Business School and the Hong Kong University of Science and Technology.

team-member-photo
William Chai Managing Director
team-member-photo
William Chai Managing Director

William has over 28 years of experience in International Banking and Wealth Management.

Prior to joining Real Asset Management, William was a Vice President in Private Banking at Credit Suisse Hong Kong. There he maintained and developed a portfolio of high net worth clients from the Greater China region. Prior to this, William worked for National Australia Bank as Head of Migrant Banking Asia and the Canadian Imperial Bank of Commerce, where over a 16 year career based in Canada, Hong Kong and Beijing, William was responsible for the Asian Banking team and the Canadian investor immigration programs.

Williams holds a B.A., Business Management from the Central University of Iowa, USA and speaks fluent English, Cantonese and Mandarin.

team-member-photo
Agnes Liu Executive Director, Senior Client Advisor
team-member-photo
Agnes Liu Executive Director, Senior Client Advisor

Agnes has over 20 years of experience in Client Relations and Administration, working for leading institutions in Australia and Hong Kong.

Since joining Real Asset Management in 2013, Agnes has played a pivotal role in driving the company’s success. She has a proven track record of building strong and lasting relationships with clients and providing professional advice and guidance to help them achieve their investment goals.

Agnes is also a specialist in Global Investment Immigration programs including Australia’s Significant Investor Visa /188C, having advised numerous clients on the program since its exception in 2012.

Agnes holds a B.A. degree in Hotel and Hospitality Management from University of Strathclyde. She is fluent in English, Cantonese and Mandarin.

Meet the RAM Global Team

“Our Investment Philosophy is built around keeping the investment process simple and transparent and ensuring our clients are at the centre of everything we do.”

Scott Wehl
Founder, Executive Chairman

Contact Us

©2024 RAMIA. All rights reserved.
Privacy Policy | Terms and Conditions
RAM Investment Advisors Limited (CE BGL803)
This webpage is issued by RAM Investment Advisors Limited (CE BGL803) (RAMIA). RAMIA is regulated by the Securities and Futures Commission of Hong Kong (“SFC”) and holds licenses to carry out Type 1 (Dealing in Securities), Type 4 (Advising on Securities), and Type 9 (Asset Management) regulated activities for professional investors only. This website contains information that are strictly limited to “professional investors” as defined under the Securities and Futures Ordinance (Chapter 571 of the Laws of Hong Kong) in Hong Kong only. Information contained in this website does not take into account your particular investment objectives, financial situations or needs. RAMIA accepts no responsibility or liability for any direct or consequential loss arising from any persons’ use of or reliance on the information or opinions contained in this website. The contents of this website are based upon sources of information believed to be reliable, however, save to the extent required by applicable law or regulations, no guarantee, warranty or representation (express or implied) is given as to its accuracy or completeness and, RAMIA does not accept any liability or responsibility in respect of the information or any views expressed herein. Prospective investors should seek separate, independent financial and professional advice if required prior to making an investment to assess the suitability, lawfulness and risks involved.