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Wealth ManagementActive

CS Wealth Asset Management Limited

中策富澤資產管理有限公司

13
Total licensed
3
Currently active
9
Arrivals tracked
6
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Source firms · arrivals 2003–present

1Sprout Asset Management2
2Asia Pacific Investment Advisors1
3Associated Advisers Limited1
4Austin Asia Securities Limited1
5CMB International1
6Sensible Asset Management1
7Value Partners1
8Yue Xiu Asset Management Limited1

Where talent goes

Destination firms · departures 2003–present

1China Industrial Securities International1
2China Life Franklin Asset Management1
3New Asia Ferrell Asset Management Limited1
4Original Asset Management Limited1
5Privium Fund Management1
6Qiaocheng (Asia) Asset Management Company Limited1

Regulated activities

RA4 · Advising on SecuritiesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇭🇰Hong Kong
1

People

Active SFC licences
Name ↕CE# ↕Joined ↓
YU Kwun Po, Anson 余觀寶
AdvisingAsset Mgmt
APJ1722020-02-11

Top competitors by talent overlap

1Central Wealth Asset Management5.92CG Asset Management5.73Sino Wealth Asset Management Limited5.74Original Asset Management Limited5.75Wealth Harbour Investment & Management Co., Limited5.76Central Wealth Capital5.67WE Asset Management Limited5.68Carrington Asset Management Limited5.69C Capital Investment Management Limited5.510Valuable Asset Management Limited5.5