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Wealth ManagementInactive

Broadway Wealth Management Limited

博偉財富管理有限公司

31
Total licensed
0
Currently active
14
Arrivals tracked
20
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Source firms · arrivals 2003–present

1Karl Thomson Investment Consultants Limited6
2Lion Global Financial Limited2
3Angus Moore Limited1
4Charles Schwab1
5Christfund Securities1
6Tiger Securities1
7Tyche Group Limited1
8Wisdom Wealth Management Limited1

Where talent goes

Top 8 of 14

Destination firms · departures 2003–present

1Cash Financial Services3
2iBest Consultants Limited3
3BMI Funds Management Limited2
4Prudential Brokerage2
5Athena Wealth Management1
6China CITIC Bank1
7China Everbright Securities1
8FWD Financial Planning1

Regulated activities

RA4 · Advising on SecuritiesRA6 · Advising on Corporate FinanceRA9 · Asset Management

People

Active SFC licences

No data available

Top competitors by talent overlap

1Asia Investment Management Limited5.22Delta Asia Wealth Management5.23Visionary Capital Investment Limited5.24China Assets Investment Management5.25Principal Asset Management5.16Crosby Asset Management (Hong Kong) Limited5.07HFS Asset Management Limited5.08Alpha Nova Capital Management Limited5.09Nexus Investment Management5.010Silverstone Investments Limited5.0