Conrad Investment Services Limited is a Hong Kong-based multi-licence financial services firm holding SFC licences covering securities and futures dealing, securities advisory, and asset management. The firm engages in a broad range of activities including securities brokerage, futures execution, investment advisory, and portfolio management. Its client base likely includes retail and high-net-worth individual investors, as well as smaller institutional clients seeking integrated investment services. The firm operates as a boutique intermediary offering diversified financial services under one roof.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 11Source firms · arrivals 2003–present
Where talent goes
Top 8 of 10Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LEUNG Ngai Chiu, Ronald 梁毅釗 Dealing | BOK257 | 2020-08-06 | |
| NGO Tsz Fei 敖子飛 DealingFuturesAdvisingAsset Mgmt | BBW943 | 2020-07-20 | |
| WONG Shun Ming 黃信明 DealingAsset Mgmt | BLX189 | 2020-05-20 | |
| SO Chun Fei 蘇振飛 DealingAsset Mgmt | BGE655 | 2018-09-18 | |
| LAU Wai Yan 劉偉恩 DealingFuturesAdvisingAsset Mgmt | BBA106 | 2018-04-18 | |
| TONG Pok Wai 唐博韋 DealingFuturesAdvisingAsset Mgmt | ARR372 | 2017-05-18 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.