中達資產管理有限公司
Central Wealth Asset Management is a Hong Kong-based investment advisory and asset management firm focused on securities markets. The firm generates revenue primarily through discretionary portfolio management and investment advisory services for its clients. Its target client base likely consists of high-net-worth individuals and family offices seeking managed investment solutions in Asian and global securities markets. The firm operates as a boutique wealth manager with a relatively focused team.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 10Source firms · arrivals 2003–present
Where talent goes
Top 8 of 16Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| WANG Yi 王怡 AdvisingAsset Mgmt | BVE750 | 2024-09-16 | |
| SZETO Pui Tong 司徒沛桐 Asset Mgmt | BLR492 | 2021-12-29 | |
| CHAN Yi Sum 陳鐿心 Asset Mgmt | AAD405 | 2021-03-12 | |
| CAI Linzhi 蔡霖智 AdvisingAsset Mgmt | BHH998 | 2019-05-20 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.