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Asset ManagerActive

BEA Union Investment Management

東亞聯豐投資管理有限公司

BEA Union Investment Management is a joint venture between The Bank of East Asia (BEA), one of Hong Kong's largest locally incorporated banks, and Union Bancaire Privée (UBP), the Swiss private banking group. The firm specialises in fund management and investment advisory services, offering a range of retail and institutional investment funds, including fixed income, equity, and multi-asset strategies. Its client base spans retail investors accessing products through BEA's branch network, as well as institutional investors. The partnership combines BEA's deep distribution reach in Hong Kong and mainland China with UBP's European investment management expertise.

139
Total licensed
35
Currently active
81
Arrivals tracked
55
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Top 8 of 20

Source firms · arrivals 2003–present

Where talent goes

Top 8 of 20

Destination firms · departures 2003–present

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
26
🇨🇳China
5
🇮🇳India
2
🇮🇩Indonesia
1
🇲🇾Malaysia
1

People

Active SFC licences
Name CE# Joined
KWAN Jonathan Tai Hin 關大憲
Asset Mgmt
BAZ5262026-04-08
CHAN Hiu Yu 陳曉瑜
DealingAsset Mgmt
BVQ4822026-01-06
CHAN Kit Chung, Willie 陳傑聰
Asset Mgmt
AFY8362026-01-05
PURI Dev Lalit 傅明
DealingAsset Mgmt
BWN5552025-07-11
MAK Wai Kit 麥偉杰
Asset Mgmt
BTD5472025-07-09
WANG Zhihan 王致瀚
DealingAdvising
BQL3872025-04-09
LAU Wing Kiu 劉頴翹
DealingAdvising
ANQ9472024-12-24
HO Sze Lam, Joby 何詩琳
DealingAdvising
ASL5392024-11-29
LEUNG Sze Ki 梁思琪
DealingAdvising
BSW9392024-06-27
AKHMELVAN KURNIADI Gerald
Asset Mgmt
BUM3502023-12-28
LI Tze Yan, Janet 李子恩
DealingAdvisingAsset Mgmt
ATN7712023-10-03
LUHAR Neha Akshay
DealingAsset Mgmt
BRV8812023-07-24
LIU Jiaming 劉佳銘
Asset Mgmt
BTW1542023-06-20
XU Yangfan 徐洋帆
DealingAdvising
BSG5682023-03-06
WONG Hoi Ming 黃凱銘
Asset Mgmt
BFR2752023-02-01
JIANG Yilin Eveline 蔣怡琳
Asset Mgmt
BLD3292022-11-10
WAI Man Shan, Ada 衞敏珊
DealingAdvising
ADB7792022-06-17
TJIANG Man Kin 張文健
DealingAdvisingAsset Mgmt
AOE0202022-05-18
MA Mei Suen 馬鎂渲
DealingAdvisingAsset Mgmt
AGD6552021-09-13
CHUI Man Nga 崔雯雅
Asset Mgmt
ASX2582021-02-19
CHENG Chun Hei 鄭鎮禧
Asset Mgmt
ANK1632020-08-07
WONG Man Chun 王文晉
Asset Mgmt
AXH5532019-04-16
FU Man Kit 傅文傑
Asset Mgmt
BNU1002018-11-07
WONG Sung Yui 王崇銳
Asset Mgmt
BLV2262017-12-20
WONG Kwun Kit 黃冠傑
Asset Mgmt
BDO4392017-07-04
LEUNG Pui Shan 梁佩珊
Asset Mgmt
ATW0482016-08-30
TANG Sze Man 鄧詩敏
DealingAdvising
AQO5122015-11-19
LEE Kit Shan 李潔珊
Dealing
AMY3002015-02-09
LO Sui Yan, Rex 盧穗欣
DealingAdvising
AFU2902014-06-24
TSANG Sin Man 曾倩雯
DealingAdvisingAsset Mgmt
AFO9182012-03-09
CHONG Szu Fuei
Asset Mgmt
AOA8282012-01-04
NG Wai Man 伍慧敏
DealingAdvising
AOI9752011-07-08
CHAU Shuk Yin 鄒淑賢
DealingAsset Mgmt
ADB4832007-07-19
LI Man Bun, Brian David 李民斌
DealingAdvisingAsset Mgmt
AJD6792006-08-17
LI Kai Cheong, Samson 李繼昌
DealingAdvisingAdv.FuturesAsset Mgmt
AAE9872003-04-01

Top competitors by talent overlap

Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.