嘉信理財香港有限公司
Charles Schwab is one of the largest retail and institutional brokerage and financial services firms in the United States, and its Hong Kong entity holds a broad set of SFC licences encompassing securities and futures advisory, corporate finance, automated trading services, and asset management. The Hong Kong operation primarily serves US-connected clients and expatriates, providing access to US and international securities markets alongside wealth management and investment advisory services. Schwab is known for its disruptive, low-cost brokerage model and comprehensive range of investment products spanning ETFs, mutual funds, equities, and fixed income. The Hong Kong presence complements Schwab's global wealth management platform, catering to internationally mobile high-net-worth clients and institutional investors.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 18Source firms · arrivals 2003–present
Where talent goes
Top 8 of 13Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| WEE Junwei DealingAdvising | BSR026 | 2025-01-02 | |
| WONG Miu Wan 黃淼雲 DealingAdvising | BNR830 | 2022-06-27 | |
| CHEUNG William Wai Yin 張偉彥 DealingAdvising | BNY428 | 2022-04-28 | |
| CHAN Tze Ho 陳梓灝 DealingAdvising | BQN329 | 2021-02-10 | |
| LAM Hoi Yan 林藹欣 DealingAdvising | BMD021 | 2019-12-23 | |
| NG Jin Ho Simon 吳榐浩 DealingAdvising | BOW814 | 2019-10-02 | |
| CHAN So Han 陳素嫻 DealingAdvising | AOJ393 | 2019-01-29 | |
| LAM Cheung Kit, Jacky 林長傑 DealingAdvising | APW826 | 2017-03-31 | |
| KWOK Ming San 郭明燊 DealingAdvisingAdv.Futures | APR775 | 2014-10-06 | |
| WONG Wai Mei, Maria 黃惠微 DealingAdvisingAdv.Futures | AEX184 | 2005-12-07 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.