德萃財富管理(香港)有限公司
DC Wealth Management (HK) Limited is a boutique financial services firm licensed for dealing in securities, advising on securities, and asset management in Hong Kong. The firm offers a range of wealth management services including portfolio management, investment advisory, and securities brokerage to its clients. Its client base likely consists of high-net-worth individuals and family offices seeking personalised investment solutions. The firm operates as a one-stop wealth management platform for clients with exposure to Asian and global markets.
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 ↓ | |
|---|---|---|---|
| ZHU Hua 祝華 DealingAdvising | BUX169 | 2025-04-10 | |
| WU Zitao 伍子韜 DealingAdvising | BVU013 | 2025-02-17 | |
| FU Lifeng 傅利鳳 DealingAdvisingAsset Mgmt | BUX434 | 2024-11-29 | |
| LIAO Yung-Chi 廖永祺 DealingAdvisingAsset Mgmt | ANP465 | 2022-01-03 | |
| ZHENG Dan 鄭丹 AdvisingAsset Mgmt | BOR072 | 2022-01-03 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.