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Belvest Investment Services

研富投資服務有限公司

Belvest Investment Services is a Hong Kong-based multi-licensed financial services firm authorised for securities dealing, advisory, corporate finance advice, and asset management. The firm likely provides a combination of wealth management, portfolio advisory, and capital markets services to a mix of corporate and high-net-worth individual clients. Its breadth of licences suggests a diversified business model spanning both investment banking and private client services. Belvest appears to be an independent boutique catering to Greater China-focused investors and issuers.

46
Total licensed
8
Currently active
13
Arrivals tracked
18
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

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

🇬🇧United Kingdom
2
🌐BG
1
🇨🇳China
1
🇪🇸Spain
1
🇮🇪Ireland
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
MCGLYNN Kevin
DealingAdvisingAsset Mgmt
ALH7662004-10-15
KENDE Peter Michael
DealingAdvisingCorp FinanceAsset Mgmt
AAG7362003-04-01