中策富滙證券有限公司
CS Wealth Securities is a Hong Kong boutique financial services firm holding a broad set of SFC licences covering securities dealing, advisory, corporate finance advisory, and asset management. The firm operates as a full-service boutique, offering trading execution, investment advisory, capital markets services, and portfolio management to retail and corporate clients. Its wide licence coverage suggests it serves a diverse client base including retail investors, high-net-worth individuals, and smaller listed or pre-IPO companies.
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 ↓ | |
|---|---|---|---|
| CAI Xuan 蔡璇 Dealing | BUN828 | 2026-01-06 | |
| SHA Ching Man 沙靖雯 Dealing | BRY996 | 2025-12-11 | |
| JIANG Jun 蔣俊 Dealing | BUF893 | 2024-02-23 | |
| YU Kwun Po, Anson 余觀寶 Dealing | APJ172 | 2024-02-14 | |
| LEUNG Lap Chi 梁立志 Dealing | AEK107 | 2023-07-14 | |
| YUEN Ka Po 阮嘉寶 Dealing | BLZ833 | 2021-10-08 | |
| WANG Yu 王煜 Dealing | AQO385 | 2016-08-08 | |
| CHAN Shui Yuen 陳瑞源 Dealing | BHO815 | 2016-06-15 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.