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Wealth ManagementActive

DC Wealth Management (HK) Limited

德萃財富管理(香港)有限公司

11
Total licensed
6
Currently active
11
Arrivals tracked
7
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Source firms · arrivals 2003–present

1BC Global Asset Management Limited5
2Hermitage Capital HK1
3IDEG Asset Management1
4LGT1
5Luk Fook1
6VP Wealth Management1
7Wintech Securities Limited1

Where talent goes

Destination firms · departures 2003–present

1BEA Union Investment Management1
2CITIC Securities1
3EG Asset1
4FXG Asset Management1
5Gentleman Capital Limited1
6Poplar Asset Management1
7Yupei Fortune Capital Limited1

Regulated activities

RA1 · Dealing in SecuritiesRA4 · Advising on SecuritiesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇭🇰Hong Kong
3
🇨🇳China
2

People

Active SFC licences
Name ↕CE# ↕Joined ↓
FUNG Wan Yin 馮蘊妍
DealingAdvisingAsset Mgmt
AND4352025-11-20
ZHU Hua 祝華
DealingAdvising
BUX1692025-04-10
WU Zitao 伍子韜
DealingAdvising
BVU0132025-02-17
FU Lifeng 傅利鳳
DealingAdvisingAsset Mgmt
BUX4342024-11-29
ZHENG Dan 鄭丹
AdvisingAsset Mgmt
BOR0722022-01-03

Top competitors by talent overlap

1BC Global Asset Management Limited6.12D&R International Capital Management5.73Asset Management One Hong Kong Limited5.64Da Cheng International Asset Management5.65Hang Tang International Capital Management Limited5.56CR Wealth and Asset Management Limited5.57CDH Investments5.58WRise Wealth Management5.59Tang Wealth International5.510Sun Hung Kai Capital Partners Limited5.5