智富財富管理有限公司
Athena Wealth Management is a Hong Kong-based independent wealth management firm licensed for securities dealing, investment advisory, and asset management. The firm targets high-net-worth individuals and family offices, providing personalised portfolio management, investment advice, and product distribution services. As an independent wealth manager, Athena positions itself as an alternative to large private banks, offering more bespoke and conflict-free advisory services. Its range of licences allows it to both advise clients and directly manage assets on a discretionary basis.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 20Source firms · arrivals 2003–present
Where talent goes
Top 8 of 20Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LAI Sze Wan 黎思藴 Dealing | BPX362 | 2022-09-06 | |
| CHANG Chiao-chin 張巧靜 Dealing | BAC317 | 2020-09-23 | |
| SHUM Man Hsih, Jannie 岑文熙 Dealing | AGH260 | 2018-05-03 | |
| CHAU Siu Mui 周少梅 Dealing | BFF390 | 2016-06-27 | |
| CHAN Mo Yin Edna 陳慕賢 DealingAsset Mgmt | ACA573 | 2016-04-08 | |
| KONG Yee Ching 江依澄 Dealing | AFD965 | 2015-03-27 | |
| YEUNG Fan, David 楊凡 Dealing | APN742 | 2014-10-21 | |
| LEUNG Wing Hang 梁永恆 DealingAsset Mgmt | AGD617 | 2014-10-03 | |
| CHAN Hok Leung 陳學良 Dealing | BCH393 | 2014-09-08 | |
| POON Chung Chi Rita 潘頌慈 Dealing | ADI570 | 2014-08-01 | |
| LAM Kwong Ling 林廣玲 Dealing | AGJ364 | 2014-07-31 | |
| WONG Siu Wai 黃小渭 Dealing | ANU478 | 2013-09-27 | |
| LI Hiu Yan 李曉欣 Dealing | ATM268 | 2013-03-18 | |
| WONG Kah Mun 黃嘉敏 DealingAdvisingAsset Mgmt | ADY676 | 2013-01-14 | |
| LAW Ting Pong 羅定邦 DealingAdvisingAsset Mgmt | ATO654 | 2012-08-16 | |
| WONG Pui Ying, Camy 黃佩英 DealingAdvisingAsset Mgmt | AFB092 | 2011-07-18 | |
| CHAN Lai Ming, Christina 陳麗明 DealingAdvising | AFZ144 | 2009-08-17 | |
| TSE Danny Lai Kin 謝禮健 DealingAdvisingAsset Mgmt | AFN289 | 2008-04-25 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.