中策富澤資產管理有限公司
CS Wealth Asset Management Limited is a small Hong Kong-based asset management firm licensed for securities advisory and asset management activities. The firm primarily generates revenue through discretionary portfolio management fees and investment advisory services for clients seeking wealth management solutions. Its client base likely consists of high-net-worth individuals and family offices, possibly with a focus on Chinese or Asian clientele. As a boutique operation, it likely offers personalized investment management rather than large-scale institutional fund products.
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 ↓ | |
|---|---|---|---|
| JIANG Jun 蔣俊 AdvisingAsset Mgmt | BUF893 | 2023-11-13 | |
| YU Kwun Po, Anson 余觀寶 AdvisingAsset Mgmt | APJ172 | 2020-02-11 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.