中金策資本有限公司
CFS Capital Limited is a boutique investment advisory and asset management firm licensed by the SFC in Hong Kong. The firm provides securities advisory services alongside discretionary portfolio management, likely catering to high-net-worth individuals, family offices, or small institutional investors. It likely focuses on Asian markets, offering tailored investment solutions and portfolio management across equities and fixed income. The firm's compact structure suggests a focused investment philosophy and close client relationships.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Source firms · arrivals 2003–present
Where talent goes
Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LIM Swee Tin Lisa 林瑞珍 AdvisingAsset Mgmt | AGO376 | 2025-10-16 | |
| CHAN Ka Lai 陳嘉麗 AdvisingAsset Mgmt | BHJ633 | 2019-08-28 | |
| LO Man Un 羅文遠 AdvisingAsset Mgmt | AMM283 | 2019-07-17 | |
| TOCHE Patrick AdvisingAsset Mgmt | BGV097 | 2019-03-04 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.