安永達投資管理有限公司
Avanta Investment Management Limited is a boutique Hong Kong-based investment advisory and asset management firm licensed for securities advisory and asset management. The firm manages discretionary portfolios and provides investment advisory services, generating revenue through management and advisory fees. Its client base likely consists of high-net-worth individuals and family offices seeking tailored investment strategies in Asian and global markets. Avanta operates as a small, focused manager with a lean team structure.
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 18Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| WONG Pui San, Stephanie 黃珮珊 Asset Mgmt | ACX711 | 2023-11-15 | |
| TONG Wai Ming, Vivia 唐慧明 AdvisingAsset Mgmt | AIE803 | 2023-05-29 | |
| IP Po Wun 葉保垣 AdvisingAsset Mgmt | BEC783 | 2023-01-06 | |
| CHOU Ping-chun, Benji 周秉鈞 AdvisingAsset Mgmt | ACT295 | 2003-04-01 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.