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Investment BankActive

Belvest Investment Services

研富投資服務有限公司

45
Total licensed
8
Currently active
13
Arrivals tracked
18
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Top 8 of 9

Source firms · arrivals 2003–present

1FWD Financial Planning3
2AXA2
3Tyche Group Limited2
4Altruist Financial Group Limited1
5OnePlatform Asset Management Limited1
6Pyrmont Wealth Management Limited1
7St. James's Place1
8Vesttoo1

Where talent goes

Top 8 of 11

Destination firms · departures 2003–present

1CBH Asia3
2St. James's Place3
3EXS Capital Asia2
4International Commerce Corporation2
5Swiss-Asia Asset Management2
6Apollo Management1
7AXA1
8Hong Kong Asset Management Limited1

Regulated activities

RA1 · Dealing in SecuritiesRA4 · Advising on SecuritiesRA6 · Advising on Corporate FinanceRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🌐BG
1
🇨🇳China
1
🇪🇸Spain
1
🇬🇧United Kingdom
1
🇲🇾Malaysia
1
🇿🇦South Africa
1

People

Active SFC licences
Name ↕CE# ↕Joined ↓
CALVER Lynda Anne
DealingAdvisingAsset Mgmt
BTU9092023-08-14
CH'NG Kim Seng
DealingAdvisingAsset Mgmt
BEG1532023-03-02
JIMENEZ Luis Miguel
DealingAdvisingAsset Mgmt
BRG2992023-02-02
JORDAAN Stefan
DealingAdvisingAsset Mgmt
BDM9602019-11-28
PETKOVA Zorica
DealingAdvisingAsset Mgmt
BFL5772015-06-18
ZHENG Lucy Xiao-wei 鄭小薇
DealingAdvisingAsset Mgmt
AUW1972015-05-20

Top competitors by talent overlap

1FB Securities (Hong Kong) Limited5.22Upbest Securities5.13Funderstone Securities Limited5.14WorldVest Capital Limited5.05Berich Brokerage5.06Business Securities Limited5.07Franklin Templeton4.98KMT Securities Limited4.99Truth Securities Limited4.910Fu Yip Securities & Investment4.9