格致資產管理有限公司
Basis Asset Management Limited is a boutique asset management firm licensed to advise on securities and manage client assets in Hong Kong. Its business centres on discretionary portfolio management and investment advisory services, likely targeting high-net-worth individuals and institutional investors. The firm appears to maintain a relatively stable and active team, suggesting an established client base and ongoing fund or mandate management operations. Its focused licence set is consistent with a traditional long-only or multi-strategy asset manager.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 13Source firms · arrivals 2003–present
Where talent goes
Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LEE Chun Wai, Peter 李振威 AdvisingAsset Mgmt | ACL418 | 2026-04-16 | |
| LEE Mei Wan 利美芸 AdvisingAsset Mgmt | BOU800 | 2026-03-31 | |
| YEUNG Chi Tat, Chester 楊志達 AdvisingAsset Mgmt | ASQ208 | 2025-12-17 | |
| LAW Frederick Andrew 羅頌然 AdvisingAsset Mgmt | BBT323 | 2025-12-09 | |
| FONG Kwok Kai 方國佳 AdvisingAsset Mgmt | ALO077 | 2025-11-26 | |
| MUI Ho Hay, Alex 梅浩禧 AdvisingAsset Mgmt | BIR012 | 2025-11-12 | |
| POON Ho Wing 潘浩榮 AdvisingAsset Mgmt | BMV985 | 2024-12-24 | |
| CHAN Chun Ming Jimmy 陳振明 Asset Mgmt | BIS678 | 2024-12-03 | |
| CHONG Ming Hang 莊銘恒 AdvisingAsset Mgmt | AWJ006 | 2021-07-14 | |
| CHAN Wing Gee, Hermia 陳穎芝 AdvisingAsset Mgmt | ARG978 | 2021-04-08 | |
| WANG Xinxin 王欣欣 AdvisingAsset Mgmt | BGN342 | 2021-03-05 | |
| LAU Chung Hing, Sammy 劉頌興 AdvisingAsset Mgmt | AAE939 | 2021-01-29 | |
| CHAN Chun Kei, Kelvin 陳俊祺 AdvisingAsset Mgmt | AHY019 | 2021-01-29 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.