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Wealth ManagementActive

Cambridge Associates

Cambridge Associates is a globally respected independent investment advisory and outsourced investment office (OCIO) firm headquartered in the United States, with a significant Hong Kong presence serving the Asia-Pacific region. The firm advises some of the world's leading institutional investors, including endowments, foundations, pension funds, and family offices, on asset allocation, manager selection, and portfolio construction across all asset classes. In Hong Kong, it holds an SFC licence to advise on securities as part of its broader investment consulting mandate. Cambridge Associates is particularly well-known for its extensive private equity and venture capital manager research database.

14
Total licensed
10
Currently active
2
Arrivals tracked
0
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Source firms · arrivals 2003–present

Where talent goes

Destination firms · departures 2003–present

No data

Regulated activities

RA1 · Dealing in SecuritiesRA4 · Advising on Securities

Country of origin · active staff

Inferred from name · current members only

🇨🇳China
4
🇮🇳India
3
🇭🇰Hong Kong
2
🇺🇸United States
1

People

Active SFC licences
Name CE# Joined
CHOO Hui Ting Felicia 朱慧婷
DealingAdvising
BXB6542025-12-17
YAN Ming Jiao 严明姣
DealingAdvising
BUQ2252024-03-05
ZHANG Liang 章亮
DealingAdvising
BTZ2572024-01-18
NAVIN RAJ JAIDEV
Advising
BTV9252023-08-23
KONG Xin Ying
DealingAdvising
BTY0462023-08-23
LI Chang 李昶
Advising
BTA0922022-11-03
DAGA Devyani
Advising
BSX1962022-09-19
OJHA Prabhat
Advising
AFT5412022-08-12
THE Audrey Ruth Chiung Ying
DealingAdvising
BSM5482022-06-24
COSTELLO Aaron Shea
DealingAdvising
BRV8652022-03-29