永桐資本有限公司
Averest Capital is a boutique Hong Kong financial services firm licensed for dealing in securities, advising on securities, advising on corporate finance, and asset management. The firm offers a comprehensive suite of services including equity brokerage, investment advisory, M&A and capital markets advisory, and discretionary portfolio management. Its client base likely includes high-net-worth individuals, family offices, and mid-market corporates seeking holistic financial solutions. The small team structure positions Averest as a nimble independent advisory and investment firm in Hong Kong's competitive financial market.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 11Source firms · arrivals 2003–present
Where talent goes
Top 8 of 9Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| SUN Ge 孫戈 DealingAdvisingAsset Mgmt | BNH009 | 2025-02-07 | |
| HO Pui San Jenny 何佩珊 DealingAdvisingAsset Mgmt | BMW845 | 2022-04-21 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.