Carret Private Capital Limited is a Hong Kong-based independent wealth management and asset management firm providing discretionary portfolio management and investment advisory services. The firm focuses on managing assets for high-net-worth individuals, family offices, and smaller institutional clients, primarily across Asian equities and fixed income. Carret Private Capital traces its heritage to Carret & Co., one of America's oldest investment advisory firms, bringing a long-term, value-oriented investment philosophy to Asian markets. Its independent structure allows it to offer unconflicted, bespoke investment solutions to private clients.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 14Source firms · arrivals 2003–present
Where talent goes
Top 8 of 11Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| KURAHASHI Yumiko DealingAdvisingAsset Mgmt | AGO357 | 2026-04-23 | |
| HOSONO Genji 細野玄司 DealingAdvisingAsset Mgmt | BAB819 | 2026-04-22 | |
| LI Qin 李沁 DealingAdvisingAsset Mgmt | BXU079 | 2026-04-08 | |
| LIU Yuze 劉禹澤 DealingAdvisingAsset Mgmt | BXU080 | 2026-03-18 | |
| CHIANG Shih-Fu 江世甫 DealingAdvisingAsset Mgmt | BXU400 | 2026-03-18 | |
| LEE Jae Woo DealingAdvising | AIH182 | 2026-03-09 | |
| LEUNG Kwok Cheung 梁國祥 DealingAdvising | BWN141 | 2025-07-09 | |
| HUNG Wai Ching 洪瑋程 DealingAdvisingAsset Mgmt | BMA875 | 2025-01-08 | |
| SHEKHAWAT Tushar DealingAdvisingAsset Mgmt | BAI990 | 2024-11-01 | |
| TAM Sui Mei DealingAdvisingAsset Mgmt | BVO042 | 2024-10-30 | |
| AMARNANI Meenakshi Kunal DealingAdvisingAsset Mgmt | BVF699 | 2024-08-01 | |
| YIN Congzhe 尹聰哲 DealingAdvisingAsset Mgmt | BQH097 | 2024-07-25 | |
| TYAGI Shagun DealingAdvisingAsset Mgmt | BUY641 | 2024-05-23 | |
| SHENG Wei-Ting 盛薇庭 DealingAdvisingAsset Mgmt | AJL418 | 2023-11-06 | |
| TSENG An-jung 曾安榕 DealingAdvisingAsset Mgmt | APJ665 | 2023-07-03 | |
| WU Nga Kam, Anna 胡雅琴 DealingAdvisingAsset Mgmt | AFP897 | 2023-06-20 | |
| HSIEH Hui-wen 謝惠雯 DealingAdvisingAsset Mgmt | ANH738 | 2023-05-03 | |
| WU Chiu Hsuan 吳秋璇 DealingAdvisingAsset Mgmt | BTI897 | 2023-01-06 | |
| TSAI Chi-chang 蔡吉昌 DealingAdvisingAsset Mgmt | BSX043 | 2022-09-01 | |
| WEN Ming-Fen 温明芬 DealingAdvisingAsset Mgmt | BFD864 | 2021-05-11 | |
| NGAI So Ling, Angela 倪素玲 DealingAdvisingAsset Mgmt | AFE620 | 2021-05-05 | |
| SINGH Amit Kishan DealingAdvisingAsset Mgmt | BPX348 | 2020-11-04 | |
| CHU Kin Fun, John 朱建勳 DealingAdvisingAsset Mgmt | AEE801 | 2020-10-09 | |
| SAVINO Ronald Joseph Asset Mgmt | ANY191 | 2020-09-04 | |
| FONG Long Lok, Elvis 方朗樂 DealingAdvisingAsset Mgmt | BPI250 | 2020-01-08 | |
| SHUM Ka Lei, Carley 岑嘉莉 DealingAdvisingAsset Mgmt | ASE805 | 2019-12-02 | |
| PUN Felix 番家堯 Advising | BNY629 | 2019-01-02 | |
| LEUNG Hing Man 梁馨文 DealingAdvisingAsset Mgmt | AUH927 | 2018-04-27 | |
| CHEE Sing Chung 支聲鐘 DealingAdvisingAsset Mgmt | ABC352 | 2018-04-10 | |
| CHARK Chi Fai 翟智輝 DealingAdvisingAsset Mgmt | BIY780 | 2017-01-19 | |
| HO Kenneth Kent 何祖光 DealingAdvisingAsset Mgmt | ACO173 | 2016-05-03 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.