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Wealth ManagementActive

AlTi Wealth Management

安旗財富管理(香港)有限公司

18
Total licensed
4
Currently active
10
Arrivals tracked
4
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Source firms · arrivals 2003–present

1Demeter Asset Management Limited3
2BofI Securities1
3CLSA1
4Gottex Fund Management1
5LGT1
6Merrill Lynch1
7Silverhorn Investment Advisors Limited1
8Ward Ferry Management Limited1

Where talent goes

Destination firms · departures 2003–present

1Kingsbridge2
2FIL Investment Management1
3MY.Alpha Management1

Regulated activities

RA1 · Dealing in SecuritiesRA4 · Advising on SecuritiesRA5 · Advising on FuturesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇭🇰Hong Kong
4

People

Active SFC licences
Name ↕CE# ↕Joined ↓
NG Wing Yan 吳頴茵
DealingAdvisingAsset Mgmt
BUK4072026-02-26
HUI Wing Kei, Winnie 許穎琪
AdvisingAdv.FuturesAsset Mgmt
AMI2872005-10-05
LEE Hau Yee, Sarah 李巧兒
AdvisingAdv.FuturesAsset Mgmt
AHC3342004-12-24
KONG Gideon Tsz Chung 江子聰
DealingAdvisingAdv.FuturesAsset Mgmt
AEI0582004-05-11

Top competitors by talent overlap

1Fortis Investment Management5.42Ping An Asset Management5.03Altive5.04AP Asset Management5.05Altruist Financial Group Limited4.86Investport (H.K.)4.87Ge Shang Investment4.88Aktis Capital Advisory Limited4.89Sinopia Asset Management4.810Hywin Asset Management4.7